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 enables us to understand ESG opportunities and risks:
Changing market and regulatory environment
Sustainability megatrends
Environmental, social and corporate governance risk/return factors
Minimum standards
Impact
ESG management
Do you have any questions on Responsible Investment topics?
Gianna Müller, Responsible Investment Specialist