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Vontobel Holding AG

PRI reporting framework 2019

You are in Strategy and Governance » Governance and human resources


SG 07. RI roles and responsibilities

07.1. 組織が採用している内部または外部の役割、ならびにそれぞれの責任投資に対する監督責任および実施責任の有無について明示してください。



          Head of Asset Management

その他の役職(具体的に記入してください) (1)

          Head ESG Investment Council


          ESG Specialist

07.2. RIの監督/説明責任または実施責任を担う役職について、このような責任をどのように果たすのか記載してください。

The overall oversight for the responsible investment policy lies with the Vontobel Sustainability Committee, headed by Zeno Staub, CEO of Vontobel.

The ESG Investment Council is mandated by the VSC to implement the Principles for Responsible investments across business units. It meets on a monthly basis and decides about sustainability fund universes and major sustainability themes to be covered in different sustainability products. All members can include relevant topics in the meeting agenda. Each topic is discussed with all members having a chance to contribute to the discussion. If a decision needs to be taken, the Council's members take a vote. For every meeting, a protocol is written up that includes the decisions. The council defines the architecture of all ESG investment products (investment approach, universe, processes) and determines the applicable investment threshold and exclusion criteria.

Dedicated portfolio managers are responsible for the management of sustainable products. Investment analysts, partially in cooperation with the portfolio managers, select those equities and bonds conforming to the relevant ESG standards.

07.3. 組織にいる専任の責任投資担当者の人数を記載してください。


07.4. 補足情報 [任意]

下記を読み理解しました I confirm I have read and understood the Accountability tab for SG 07

SG 07 CC. Climate-issues roles and responsibilities (Private)

SG 08. RI in performance management, reward and/or personal development (Private)