Responsible investing in practice

“We make the world more resilient” is Swiss Re’s vision. More than ten years ago, our Asset Management unit embarked on a journey to not only generate risk-adjusted, stable long-term returns, but to also consider environmental, social and governance (ESG) aspects in our investment decisions.

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Overview

As an early adopter of responsible investing, we formalised our commitment to this practice in 2007 by signing the UN-supported Principles for Responsible Investment (PRI), an initiative in partnership with UNEP Finance Initiative (FI) and the UN Global Compact. In 2012 Swiss Re became a signatory to the UNEP FI Principles for Sustainable Insurance.

In 2017 we reached a key milestone on our journey: As one of the first re/insurance companies, we integrated ESG benchmarks into our investment portfolio. This was a significant step forward from considering ESG as an "add-on" approach only. After a couple years of experience with the new benchmarks, we are even more convinced that taking ESG criteria into account has a positive impact on the performance of our investment portfolio in the long term. Including ESG criteria along the investment process makes economic sense, especially for long-term investors, as it improves risk-adjusted returns and reduces downside risk.

Asset-liability management (ALM) continues to be the foundation of our investment philosophy. To meet future claims and benefits, we invest the premiums generated by our underwriting activities in assets whose cash flows match the durations and currencies of our re/insurance liabilities. Therefore, we generally invest the majority of our portfolio in higher-quality fixed income securities with stable long-term returns.

Our Responsible Investing Strategy

Our Responsible Investing strategy relies on the three cornerstones Enhancement, Inclusion and Exclusion whilst consistently integrating Climate action.

Enhancement

Inclusion

Exclusion

Climate action

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