In the Global Equities Team based in Zurich, the above procedures are fully integrated into the research. Within the Sustainable & Thematic Boutique, Vontobel manages a product line where an ESG assessment has been fully integrated into the financial analysis and its recommendation process.
An internal ESG auditor otherwise not involved in the investment process checks all ESG minimum standard frameworks of the financial analysts. The person discusses potential gaps or rating differences with them and challenges their assessment. ESG minimum standard frameworks are then adapted by the financial analysts.