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Responsible Investment

Responsible Investment

The integration of environmental, social and governance (ESG) aspects plays a key role in our investment process. As an insurance company, we want to invest our clients' money safely, profitably and with a long-term view.

The management of our investments is based on two strategic objectives. This is, firstly, the systematic integration of ESG criteria for all asset classes and, secondly, consistency with the goals of the Paris Climate Agreement.

We use the Principles for Responsible Investment (PRI) as a framework for sustainable action in the area of investments. To implement them, we have established Group-wide approaches, Responsible Investment Guidelines (RIG) and clear governance. Together, they contain all ESG requirements that affect Helvetia's asset management and anchor them in the entire investment process: from the investment strategy to the selection of asset managers and portfolio management to reporting.

Our responsible investment approach – understanding ESG opportunities and risks:

By talking to our stakeholders we can better understand our environment, its needs and the consequences of our actions, and get honest feedback. Together we can act more sustainably.

Responsible Investment Strategy

Our Responsible Investment Strategy and a clear approach help us to systematically integrate environmental, social and governance (ESG) issues into our investment and asset management business.

In order to meet our responsibilities towards our stakeholders, we aim to manage all investments with sustainability risks and opportunities in mind, and we are committed to progressively moving our investment portfolio towards "net zero" emissions in accordance with the Paris Climate Agreement.

Do you have any questions on Responsible Investment topics?
Gianna Müller, Responsible Investment Specialist