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Corporate Responsibility

Symbol image – Corporate Responsibility
Symbol image – Corporate Responsibility


Long-term successful real estate investments call for the sustainable use of resources – whether economic, social or environmental. Helvetia Asset Management Ltd is confident that economic success goes hand in hand with a contribution to the environment and society. To implement this, it gears its activities to the corporate responsibility strategy of the Helvetia Group and to various sustainability standards, and incorporates these into its real estate management and products.

Vision & mission

Vision: Helvetia Asset Management Ltd is convinced that optimum long-term performance can only be achieved by sustainably managing real estate along its entire life cycle by considering social, economic and environmental criteria when taking decisions.

Investments in the sustainability of real estate minimize risks and both secure and increase long-term value to the benefit of the investors. In this way, Helvetia Asset Management Ltd also lives up to its responsibility towards its stakeholders and towards the environment and society.

Mission: As a responsible real estate manager, Helvetia Asset Management Ltd proactively handles the relevant sustainability aspects, manages its funds prudently and cultivates a service-oriented relationship with its stakeholders in a spirit of partnership.

In implementing the sustainability strategy, it ensures that the quality of the investments it manages for investors and tenants increases over the long term, thus creating an attractive range of products which will also generate an appropriate return in future.


  • Integration of sustainability targets into the portfolio and property strategy
  • Ensuring a balance between return and environmental and social targets
  • Using sustainability key figures for transparent communication with internal and external stakeholders
  • Safeguarding the long-term future as opposed to maximizing profits in the short term

Sustainability targets

Increase user satisfaction

The Helvetia Asset Management Ltd offering should always take users’ needs into account so that user satisfaction can be increased by fine-tuning the offering and its quality. This is to be achieved in particular by increasing the acoustic, visual and thermal comfort as well as interior air quality in buildings and homes.

Optimize communication with stakeholders

Communication that is appropriate to target groups increases transparency and stakeholder satisfaction. Both the type and frequency of communication relating to sustainability aspects should be appropriate.

Reduce greenhouse gas emissions in the company

The focus for reducing greenhouse gas emissions should be on existing buildings, as it is here that effect can be achieved. The portfolio should be reviewed in stages, and the share of properties with renewable energies increased. When heating systems are upgraded, they should be switched to renewable energy sources where possible and meaningful.

Reduce energy requirements

Buildings and their users account for the lion’s share of Swiss energy consumption. Helvetia Asset Management Ltd recognizes the potential for reducing the energy-sector share in its portfolio and has set itself the goal of cutting its energy consumption.

Expand environmentally friendly mobility

The location and the building concept should promote environmentally friendly mobility so as to reduce usage of motorized individual transport. In particular, e-mobility and cycling will be promoted for this purpose. To this end, additional bicycle stands as well as charging stations for electric vehicles are to be made available.

Reduce operating costs

This aspect of sustainability aims at continuously assessing the distribution of financial expenditure in terms of building operation and at identifying the most economical option for future changes in this field that arise from a holistic appreciation of the economic, environmental and social aspects.