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Baloise Asset Management

PRI reporting framework 2020

You are in Strategy and Governance » Asset class implementation not reported in other modules

Asset class implementation not reported in other modules

SG 16. ESG issues for internally managed assets not reported in framework

Describe how you address ESG issues for internally managed assets for which a specific PRI asset class module has yet to be developed or for which you are not required to report because your assets are below the minimum threshold.

Asset Class

Describe what processes are in place and the outputs or outcomes achieved

Listed equities – ESG incorporation

We integrate ESG-factors in the investment process of our equities and bonds investments. We rely on MSCI ESG ratings, and exclude all companies with a CCC-rating. All portfolio managers have access to the ESG MSCI database.

Listed equities -  engagement 

We have no strategy in place yet. This is planned for 2020.

Listed equity - (proxy) voting

We use our shareholder rights in Switzerland, and partly in the rest of the world.

16.2. Additional information [Optional].


SG 17. ESG issues for externally managed assets not reported in framework

17.1. Describe how you address ESG issues for externally managed assets for which a specific PRI asset class module has yet to be developed or for which you are not required to report because your assets are below the minimum threshold.

Asset Class

Describe what processes are in place and the outputs or outcomes achieved

Private equity

We extended the scope of the RI policy to e.g. our SSL-fund. This implies that our external managers must follow our exclusion list, and integrate ESG-factors throughout their investment process.

17.2. Additional information.


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