There are different approaches for different boutiques. Details are provided in the respective sections of this questionnaire.
- The Exclusion Screen of Cluster Bomb and Land mine producers applies to all assets.
- Specific policies on voting apply to a majority of all assets.
- Other policies apply to a minority of all assets
On group level, we are in the process to formalize an ESG / responsible investment policy by 2020.
At Vontobel Asset Management, we are convinced that a one-size-fits-all ESG approach falls short to account for differences in geographies, asset classes as well as investment styles and objectives. For this reason, we develop specialized ESG strategies tailored to the respective investment strategy. This enables us to cover a wide range of client needs in a targeted manner, thus creating added value compared to standardized ESG approaches, such as passive ESG ETFs.
This client-centric strategy is enabled by our independent investment boutiques that develop and apply their own investment and ESG strategies and approaches. The common denominator between boutiques forms the "ESG Investment Council" which coordinates the activities and processes in the area of ESG and consists of members of all relevant teams. Our investment teams managing ESG strategies communicate individually about their respective ESG approaches, e.g. with extensive sector papers or white papers explaining their ESG approach in-depth.