Our responsible investment approach is an essential part of our philosophy
When measuring the sustainability and the ethical effect of an investment in business operations or in a company, we always take the ESG criteria «Environmental», «Social» and «Governance» into consideration. For us as a socially responsible investor, these aspects serve as guidelines for what we do. We also measure our external asset managers in terms of the extent to which they apply ESG criteria and promote integration opportunities.
Our external asset managers actively promote the application of ESG criteria when exercising voting rights. Our fund management (GAM) also actively exercises its voting rights. The votes can be cast to approve or reject the proposals by the executive management. This represents a form of target-oriented dialog with the respective companies. Both methods are jointly referred to as «active ownership».
Impact investing takes place in order to achieve measurably positive social and environmental impact in addition to financial return.
Sustainability is also a central factor in the real estate investments of the Zurich Investment Foundation and, along with the asset classes Infrastructure, Green, Social and Sustainability Bonds, is part of our impact investing strategies. In the future, these classes will continue to be expanded.