ESG investing takes into account fundamental concepts related to sustainability as well as aspects specifically relevant for investors. ESG criteria have proven themselves, both from a risk management and returns expectations perspective, to be very relevant amongst established guidelines used to evaluate investments from a forward-looking point of view. This is valid for investments emanating from the G7 to the emerging markets.

  

Relevant for your clients: The new era of “ESG-Investing”

Companies with good ESG ratings are more than just a “goodwill” investment today. Our experience has shown that ESG products perform on a par with comparable indices. In addition, they are a proven tool for including even long-term risks in investment decisions.

  

Time to shine with your ESG knowledge – as a bank or as an Asset Manager

When it comes to ESG, many of your clients are most likely grappling with a not insignificant knowledge gap. This is exactly what gives you the unique opportunity to position yourself with ESG expertise ahead of your competition.

  

The ESG knowledge gap at a glance

More people than ever want an ESG approach…

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69%
believe that too few businesses take their wider responsibilities to society seriously

 

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64%
believe ethical businesses will deliver better investment returns

 

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48%
of a notional $100,000 portfolio is the amount respondents say they would invest according to ESG principles

 

…but their knowledge gap regarding sustainability is too big.

esgpeople_percent_59

of respondents do not know an ESG approach to saving and investment is even possible

esgpeople_percent_47

would welcome greater support and advice on ESG from their advisers

esgpeople_percent_49

would like their advisers to provide better information on ESG topics

 

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Source: Original Vontobel research carried out in August 2020, based on a survey of 5,146 consumers in 16 markets in Europe, North America, South America as well as in Singapore and Hong Kong.

  

  

“ESG monitoring has also developed into a tool for checking return expectations.”
 

 

The reason: Investors who evaluate potential investments according to ESG criteria take into account not only economic considerations, but also how well (or badly) a company is managed, or how its actions are affecting society and the environment. This directs their attention to developments that will have a lasting impact – and thus also to developments that have the potential to generate long-term returns.

  

  

ESG solutions and ideas for banks and Asset Managers

  

  

Close-up of the rotor blades of a wind turbine, photographed from above. Far down on the ground, one can see the traces that a tractor has left on an agricultural meadow.

 

AMC meets ESG:
You can invest in convictions

Actively managed certificates (AMC) are a new generation of structured products that can be actively managed – for example in line with an ESG strategy.

Picture from above. Three people greeting each other standing in a lobby.

 

Our experts answer your questions

Our experts are happy to discuss with you, without obligation, how ESG investments can become a success story for you. Contact our team:

E-Mail us

 

 

  

  

  

Proven corporate governance: Vontobel’s “Prime Status” as an ESG issuer

Anyone who issues structured products and AMCs, like Vontobel does, must be able to demonstrate especially clearly to investors that they are a reliable partner. That is why we are particularly proud that one of the leading ESG research and rating agencies, the ISS Group, has awarded Vontobel “Prime Status”.

This recognition is not only positive news for you in terms of issuer risk, it also confirms Vontobel’s above-average sustainability performance. For us, it goes hand-in-hand with a reliable capital base and the forward-looking entrepreneurial thinking of a company that has been majority-owned by its founding family for decades.

  

  

Trust the pioneer

ESG milestones at Vontobel

  

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First provider of certificates with ESG evidence in CH and DE

Thanks to Vontobel, since May 2019 investors have been able to buy certificates whose underlying assets have been subjected to a sustainability analysis.

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Recognized for ESG competence

Since 2010, Vontobel has been a signatory to the UN initiative “Principles for Responsible Investing” (PRI). In 2020, our sustainable investment strategies again received an above-average PRI rating.

  

Insights & News on ESG Investments

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ESG Insights & News ,

Vontobel – your partner for ESG

Peter Camenzind, Head of Platforms & Services Banks Switzerland, and Severin Rupp, Head of Platforms & Services EAM Switzerland, talk in an interview about why Vontobel is a suitable partner for ESG investments and why now is a very good time for ESG investments.

Read more
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ESG Insights & News ,

ESG: An opportunity for financial intermediaries

Sustainability is a hot topic. Not so for many bank clients, as a survey shows: knowledge of sustainable investments is still not very widespread. The majority of respondents have never heard of saving and investing according to ESG criteria. This opens up opportunities for financial intermediaries.

Read more

  

  

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As a globally operating investment firm, we are aware that we have a responsibility to our stakeholders to play an active role in the sustainable transformation of our economy and society for future generations. More than 25 years after launching our first sustainable investment solution, we still take the initiative to speak with you about the challenges ahead, but also to show you how this historic transformation process is creating unique opportunities for you as investors.

 

 

  

Would you like to learn more? Contact us – without obligation

Everything starts with a personal conversation. We would be happy to explain to you how ESG investments can become a success story for you.

Just send us an e-mail to:
Vontobel_Email_RGB_black.png      pspg@vontobel.com

  

  

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What do you believe in?

“Act ESG” is our signal to you – and our invitation to invest sustainably. If you are interested in taking advantage of our range of sustainable investments, just look for this symbol. “Act ESG” enables us to help you make informed and active decisions, so that you can blaze a trail that best suits your convictions.