Responsible Investment

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.