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Information and facts

Naturlandschaft mit Waldsee
Naturlandschaft mit Waldsee
We are committed to being transparent so that stakeholders can trust our business and clients and investors can be confident in how we manage their investments.

We therefore regularly provide information on the alignment of our investment portfolio with regard to ESG criteria and climate risks. Full details of our performance, commitments and an overview of the individual investment segments can be found in our Corporate Responsibility Report.

ESG Rating of financial assets portfolio (Helvetia Group) in Percent

AAA 8.24 %
AA 25.6 %
A 30.88 %
BBB 19.5 %
BB 3.86 %
B 1.08 %
CCC 0.46 %
NR – not rated 10.38 %
Composition of the financial assets portfolio according to ESG ratings (source: MSCI ESG Research)
Rating Share Description
AAA 8.24 % Strong and/or improving management of financially relevant environmental, social and governance issues
AA 25.6 % Strong and/or improving management of financially relevant environmental, social and governance issues
A 30.88 % Above average management of ESG issues
BBB 19.5 % Average management of ESG issues, or mix of both above-average and below-average ESG risk management
BB 3.86 % Average management of ESG issues, or mix of both above-average and below-average ESG risk management
B 1.08 % No adequate management of the ESG risks or worsening management of these issues
CCC 0.46 % No adequate management of the ESG risks or worsening management of these issues
NR – not rated 10.38 % No ESG rating available
Downloads
Development of ESG risks of Group financial investments
PDF
ESG risks of financial investments by country (2020)
PDF
Portfolio exposure to climate relevant sectors
PDF
Helvetia Sustainability Risk Framework
PDF
Helvetia Principal Adverse Impact Policy
PDF
Corporate Responsibility Report 2020
PDF