Responsible Investment

Rising expectations from customers and society increase the pressure on companies and investors. But they also lead to a revaluation of assets and can offer interesting investment opportunities.

Sustainability megatrends are typically long-term. This fits well with our investment strategy. As institutional investors and asset owners, however, we must also react when ESG risks already pose significant risks to investments in the short term.

In order to better fulfil our fiduciary duty of care, we strive to include relevant environmental, social and corporate governance factors in our analyses as systematically as possible.

As a shareholder and bondholder, we focus on exercising voting rights and engaging in dialogue with the companies in which we invest. Helvetia has also defined exclusion criteria. These relate, for example, to industries with a highly damaging impact on the climate or – in individual cases – companies with abusive business practices

We use economically sensible investment opportunities to achieve a positive impact for society and the environment. To this end, we are guided by the Sustainable Development Goals of the United Nations.

We communicate our expectations to investee companies and our stakeholders. For the selection and cooperation with partners, the willingness and ability to address sustainability plays a major role.