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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. At the same time, the integration of environmental, social and governance (ESG) aspects plays a key role in our investments. For example, we want to harmonise our investment management with the goals of the Paris Climate Agreement and also take other sustainability goals, such as the consideration of human rights, into account in our investment management.

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, a Responsible Investment Directive and clear governance. Together, they contain all sustainability 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, its corresponding Directive as well as a clear approach help us to 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.