Information and facts
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 |
| Development of ESG risks of Group financial investments | |||
| ESG risks of financial investments by country (2020) | |||
| Portfolio exposure to climate relevant sectors | |||
| Helvetia Sustainability Risk Framework | |||
| Helvetia Principal Adverse Impact Policy | |||
| Corporate Responsibility Report 2020 | |||