This year, the independent Global Real Estate Sustainability Benchmark (or GRESB for short) once again rated real estate investments in an effort to provide investors with an impartial and transparent benchmark for the ESG performance of companies and real estate investment vehicles.
The Helvetia Investment Foundation's two real estate investment groups (Swiss Real Estate and Romandie Real Estate) as well as Helvetia Asset Management Ltd's Helvetia (CH) Swiss Property Fund were assessed by GRESB for the first time. These three investment vehicles, which have a total volume of around CHF 3 billion, achieved gratifying GRESB scores (of between 76 and 80 out of a total of 100) and three out of five stars in the benchmark comparison. These good results meant all three investment vehicles met the criterion for the separate Green Star award.
Vehicle |
Score |
Rating |
Green Star |
Helvetia Swiss Real Estate investment group |
80 points |
*** stars |
Green Star award |
Helvetia Romandie Real Estate investment group |
77 points |
*** stars |
Green Star award |
Helvetia (CH) Swiss Property Fund |
76 points |
*** stars |
Green Star award |
"We are delighted to have been awarded the Green Star for three investment vehicles that we manage on their debut in the GRESB ratings. This highlights the significance of ESG factors in our investment processes. We are convinced that our investors benefit from our ESG expertise and ambitions", says André Keller, Group Chief Investment Officer at Helvetia.
A sustainability strategy focused on responsible investment
The GRESB scores are the result of a comprehensive campaign to gear Helvetia's investment solutions to sustainability. Responsible investment is one of the four focal points of Helvetia's sustainability strategy. By 2050, the company intends to gradually shift its investment portfolio to net-zero emissions, fulfilling the requirements of the Paris Climate Agreement.