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Vontobel Holding AG

PRI reporting framework 2019

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (C) Implementation: Integration of ESG factors

(C) Implementation: Integration of ESG factors

LEI 08. Review ESG issues while researching companies/sectors

08.1. Indicate the ESG factors you systematically research as part of your investment analysis and the proportion of actively managed listed equity portfolios that is impacted by this analysis.

ESG issues

Proportion impacted by analysis
Environmental

Environmental

Social

Social

Corporate Governance

Corporate Governance

08.2. Additional information. [Optional]

Within the integrated approach, we systematically review the potential significance of environmental, social and governance issues as part of the standard investment analysis. Within screened funds and thematic funds, research on E, S and G issues is targeted to areas of specific relevance.


LEI 09. Processes to ensure integration is based on robust analysis

09.1. Indicate which processes your organisation uses to ensure ESG integration is based on a robust analysis.

          Assessment of all ESG minimum standard frameworks by an internal ESG auditor otherwise not involved in stock selection and portfolio construction processes.
        

09.2. Indicate the proportion of your actively managed listed equity portfolio that is subject to comprehensive ESG research as part your integration strategy.

09.3. Indicate how frequently third party ESG ratings that inform your ESG integration strategy are updated.

09.4. Indicate how frequently you review internal research that builds your ESG integration strategy.

09.5. Describe how ESG information is held and used by your portfolio managers.

09.6. Additional information.[Optional]

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.


LEI 10. Aspects of analysis ESG information is integrated into (Private)


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