Responsible investment
Please note that, following the merger of Baloise Holding AG and Helvetia Holding AG in December 2025, our responsible investment strategies, policies and related documents are currently undergoing internal review and may be updated.
Our responsible investment (RI) policies define the approaches for the responsible investment of third-party customer assets managed by Baloise and investment funds, and how to implement this in the course of portfolio management. We pursue a general RI strategy using exclusions, active ownership elements and integration of ESG criteria into the investment process. Baloise uses an advanced RI strategy for strategies that promote environmental and social characteristics.The advanced RI strategy includes all general exclusions, wider exclusions, a best-in-class approach, and an active ownership strategy including dedicated direct corporate engagement. For information on whether the responsible investment strategies apply to a specific product or service, please refer to the relevant legal product or service documentation.
1 Article 8 Sustainable Financial Disclosure Regulation
2 United Nations Principles for Responsible Investment
3 Asset Management Association Switzerland
4 Swiss Sustainable Finance
Exclusions are based on regulatory sanctions imposed by, for example, the EU or the UN.
Investment-specific exclusions refer to the systematic exclusion of certain issuers from an investment portfolio on the grounds that their business activities or practices violate predetermined norms or values based (e.g. production of tobacco, violation of UN Global Compact).
The best-in-class approach is based on ESG performance of companies and issuers and excludes the bottom 20% of issuers or target funds within each sector or peer group, based on the MSCI ESG Universe.
The Active ownership strategy defines the option for direct and collaborative corporate dialogue, voting rights and public policy engagement. Our RI strategy is represented in our Active Ownership policy.
The investment teams include sustainability risks related to Environmental, Social and Governance (ESG) into the investment analysis. Dedicated ESG data is made available to Portfolio Management by external data providers.
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