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Vontobel Holding AG

PRI reporting framework 2019

You are in Strategy and Governance » ESG issues in asset allocation

資産配分におけるESG問題

SG 13. ESG issues in strategic asset allocation

13.1. 貴社組織がシナリオ分析および/またはモデリングを実施するか記述してください。実施する場合、 シナリオ分析について説明してください(資産クラス別、セクター別、戦略的資産配分等)。

25語以内で説明してください 。 We execute scenario analysis which includes factors representing the investment impacts of future environmental trends.
25語以内で説明してください 。 We consider scenario analysis that includes factors representing the investment impacts of future climate-related risks and opportunities.

13.2. 組織が戦略的な資産配分やセクターまたは地理的な市場間での資産の配分においてESG問題を考慮しているかどうかを記載してください。

以下を行っている

13.3. 補足情報 [任意]

Our Head Sustainability Research participates in UN PRI’s working group on Incorporating Sustainable Development Goals in Asset Allocation.


SG 13 CC.


SG 14. Long term investment risks and opportunity (Private)


SG 14 CC.


SG 15. Allocation of assets to environmental and social themed areas

15.1. 貴社にて、特定の環境および社会をテーマとする分野に基づいてファンドに資産を配分したり、ファンドを運用しているかどうかについて明示してください。

15.2. 環境および社会をテーマとする分野に投資された合計運用資産(AUM)の割合を明示してください。

1 %

15.3. 貴社にて投資しているのはどのテーマ別分野かを明示のうえ、AUMに占める当該資産クラスのパーセンテージを記載するとともに、その内容を簡潔に説明してください。

分野

投資している資産クラス

95 % (AUMの)
5 % (AUMの)

簡潔な説明および投資尺度

Vontobel invests in companies providing innovative solutions and technologies across the value chain of manufacturing, logistics and consumption. The fund has a global remit, as the clean technology theme applies across regions. Clean technology investing requires a hands-on active approach, as the companies within the theme are scattered across or joining from different traditional sectors and understanding their true value normally requires in-depth understanding of their business proposition and management quality.

Vontobel's investment approach is concentrated around groups of companies operating in the following areas:

  •  Resource-efficient industry
  •  Building technology
  •  Clean energy infrastructure
  •  Low emission transportation
  •  Lifecycle management
  •  Clean water

投資している資産クラス

簡潔な説明および投資尺度

All properties are subject to our sustainability impact assessment. It comprises ESG evaluations for macro locations, micro locations and buildings. The criteria applied are energy and environment, comfort and well-being, quality of use and flexibility, mobility. All invested property must comply with our sustainability criteria.

The approach is based on guidelines of the Swiss Society of Engineers and Architects (SIA) and other organizations, sustainability labels such as BREEAM, LEED and DGNB other third party sources and Vontobel's own experience. Each location and each building has to pass the ESG check conducted by our in-house experts. If a building does not pass it cannot be bought.

投資している資産クラス

簡潔な説明および投資尺度

投資している資産クラス

100 % (AUMの)

簡潔な説明および投資尺度

The fund focuses on the following investment areas: Water infrastructure; water technology; water quality; water efficiency; water supply.

 

15.4. 含めたい補足情報があれば、添付してください。 [任意] 



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