Swiss Life Asset Managers’ longstanding tradition of sustainable investment is deeply rooted in our corporate DNA. Over the past few years, we have given these values more substance and adopted a comprehensive approach to responsible investment.
Our approach to responsible investment
Our investment strategy has been oriented to long-term sustainability for over 165 years and is harmonised with insurance liabilities. Our investment policy seeks long-term and stable earnings for our clients and insured persons. At Swiss Life Asset Managers, responsible investing means that environmental, social and governance (ESG) factors are included in a controlled and structured investment process, along with risk factors and key financial figures.
Information sheet on sustainable investing at Swiss Life Asset Managers
Our information sheet tells you how we invest sustainably and what principles we follow in doing so.
We systematically integrate ecological and social factors and aspects of good governance into the investment process. ESG factors are taken into account in about 90% of the total assets under management by Swiss Life. In addition to traditional key financial figures, the integration of non-financial ESG factors into the investment process enables risks and opportunities to be identified and assessed at an early stage as well as long-term threats and opportunities to the investment portfolio. In 2021, the previous approach of responsible investing was complemented by the addition of a net-zero target for the real estate investment portfolio. This means that we aim to reduce the carbon intensity of directly owned properties by 20% by 2030 compared to 2019.
Responsible Investment Report
How we understand ESG and how we integrate it into our investments.
Principles for Responsible Investment
Swiss Life Asset Managers signed the Principles for Responsible Investment (PRI), supported by the United Nations, in 2018.
Our ESG concept in the context of climate change
Our long-established tradition of sustainable investment is firmly rooted in our corporate DNA. Over recent years, we have enhanced and consolidated these values to create a comprehensive approach to responsible investment. This means an explicit ESG concept based on three pillars of corporate responsibility: fiduciary duty, intergenerational responsibility and active stewardship
