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    Responsible Investment

    The consideration of environmental, social and governance (ESG) aspects plays a key role in our investment process. As an insurance company, we want to invest our clients' money safely, profitably and with a long-term view.

    Responsible Investment (RI) Strategy

    Both Helvetia and Baloise established RI strategies prior to the merger of their holding companies.

    The Helvetia RI strategy applies to all investment activities conducted by Helvetia’s own asset management division in relation to the proprietary assets of Helvetia Schweizerische Versicherungsgesellschaft AG and its subsidiaries, whereas Baloise applies different RI Policies that cover liquid assets, private assets, funds, including real estate funds and real estate. One policy covers most of the insurance funds of Baloise and the other policy covers third-party assets under management by Baloise Asset Management. In addition, Baloise has RI policies for Real Estate, including the Baloise Swiss Property Fund.


    In the course of the post-merger integration, a renewed focus will be placed on harmonizing as well as further developing these preexisting RI approaches within the new Helvetia Baloise Group.

    The applied RI-strategies aim to systematically integrate sustainability considerations into investment activities to address sustainability-related risks and opportunities and mitigate adverse impacts on sustainability factors. This encompasses the exclusion of investments that conflict with certain international standards or our core values. 

    Do you have any questions on Responsible Investment topics?
    Send us an E-mail – we are happy to help.
    You can find all of Helvetia’s and Baloise’s previous responsible investment documents here.
    The documents and links represent the status prior to the merger of the holding companies of Helvetia and Baloise in December 2025 and are currently under review.
    Responsible investment at Helvetia
    Information on Responsible investment at Helvetia.
    Responsible investment at Baloise
    All the key documents on Responsible investment at Baloise.