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Sustainability Stakeholder Engagement

Stakeholder-Engagement

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.
Cultivating contacts
We maintain a regular, constructive dialogue with its key stakeholders: employees, customers, investors, competitors, business partners, supervisory authorities, non-government organizations, politicians and society.
Our aim is to:
  • compare internal and external perspectives.
  • obtain critical feedback for assessment purposes and identify the potential for improvement.
  • boost awareness and consensus on priority sustainability themes.
  • evaluate and focus on our key sustainability themes.
  • further develop our sustainability strategy.
  • identify and exploit collaborative opportunities for achieving sustainable development.

Our engagement

The scope and form of our engagement differ depending on the needs of our stakeholders. Employees, customers, shareholders and investors are kept informed on a regular basis via benchmark studies and surveys, as well as at events, investor meetings and the shareholders’ meeting, and invited to participate in a dialogue in which sustainability themes are addressed. Direct contact with non-government organizations, supervisory authorities, associations, politicians, as well as our competitors and business partners, is thematically based. In addition, Wir are engaged in various initiatives and associations with a view to joining forces within and beyond the sector.

A detailed description of stakeholders and their key concerns can be found in our latest sustainability report.

Stakeholders and their key concerns
Customers
  • Demand for sustainable products and services
  • Extensive sustainability strategy for customers and companies
Non-government organizations and universities
  • Raise awareness of the topic of sustainable finance among the general public
  • Call for specific measures, e.g. exclusions, providing opinions on global challenges
  • Openness to dialogue
Distribution partners/brokers
  • Long-term relationships based on partnership
  • Attractive product range
  • Ensuring high-quality advice and safeguarding the interests of customers
Analysts
  • Feedback on ESG valuations and willingness to provide information on our own sustainability performance
  • Regular stakeholder dialogue
Suppliers
  • Transparency on procurement criteria and choice of suppliers, in particular ESG criteria
  • Possibility of positioning themselves vis-à-vis Helvetia through sustainable products and services
Media and public relations
  • Information on sustainability strategy and progress made such as awards received and ranking lists
  • Topicality and short response times
Investors
  • Comprehensive sustainability strategy and good sustainability performance in relevant sector themes
  • Engagement in international sustainability initiatives
  • Good ESG ratings assessment
  • Openness to dialogue
Local communities
  • Trustworthy sustainability approach
  • Discussing and contributing to sustainability themes with local relevance
  • Social engagement
Associations and initiatives
  • Engagement and concrete contributions to relevant sustainability themes within the sector
  • Commitment to shared obligations and standards
  • Cross-sector collaboration on sustainability themes
Employees
  • Taking responsibility as a sustainable employer
  • ESG upskilling
2023 sustainability report of Helvetia Group
More in-depth information on sustainability at Helvetia can be found in our latest sustainability report.
Initiatives and partnerships
We support numerous organizations that campaign for sustainable development and are defining a framework and guidelines for responsible actions.
CDP

The Carbon Disclosure Project (CDP) is a global initiative that helps companies and cities disclose their environmental impact.

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PRI

Principles for Responsible Investment.

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RE100

Global initiative bringing together companies that obtain 100% of their electricity from renewable sources.

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Swiss Sustainable Finance

Leading Swiss association for sustainable finance.

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TCFD

Taskforce on Climate-related Financial Disclosures.

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UNGC

UN Global Compact

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UNEP FI

United Nations Environment Programme Finance Initiative.

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VfU

Association for Environmental Management and Sustainability in Financial Institutions.

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CEO4Climate

A network of climate-conscious business leaders.

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GRI

Global Reporting Initiative – an international provider of independent sustainability standards.

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Furthermore, the national companies are active in local associations and initiatives:
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Switzerland

Country-specific memberships
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Germany

Country-specific memberships
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Austria

Country-specific memberships
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France

Country-specific memberships
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Italy

Country-specific memberships
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Spain

Country-specific memberships
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Sustainability report
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Publications
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