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Swiss Re Ltd

PRI reporting framework 2020

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You are in Strategy and Governance » Objectives and strategies

目的および戦略

SG 05. RI goals and objectives

05.1. 組織が責任投資活動に関して目的を設定して見直しを行っているかどうか、および、行っている場合にはその頻度を記載してください。

05.2. 補足情報 [任意]

Asset-liability management (ALM) is the cornerstone of our investment philosophy. Premiums generated by our underwriting activities are invested in assets whose cash flows match the durations and currencies of our re/insurance liabilities, to meet future claims and benefits. Swiss Re is committed to investing its assets responsibly through a controlled and structured investment process that also reflects our commitment to corporate responsibility by integrating ESG criteria consistently along the investment process.

Within Asset Management, roles and responsibilities with respect to responsible activities have been defined to ensure that our investment process is aligned with the Group's sustainability objectives - in particular for the integration of ESG considerations in the investment process, for the exercise of our voting rights and for all corresponding reporting requirements.


SG 06. Main goals/objectives this year

06.1. 報告年度に組織として設定している責任投資の主な目的を挙げてください。

責任投資プロセス

主要パフォーマンス指標(KPI)

          - ESG e-learning accessible by all employees 
- ESG knowledge-sharing sessions internally & externally provided
- Communicate on our approach to internal & external stakeholders
        

進捗状況

- We provide access to our internal e-learning to all employees

- We attended several external and internal events to talk about and further explain our approach, such as

https://ratings.spglobal.com/19Q2-NAM-US-INS-Conf-Insurance-New-York-5-6-Jun_Insurance2019WebPosting.html

www.luxembourgforfinance.com/event/save-the-date-unep-fi-regional-roundtable-europe-global-landscapes-forum/

https://live.ft.com/Events/2019/FT-Investing-for-Good-Europe-Mainstreaming-ESG-2019

- We gave several interviews to make our approach more transparent, and released a brochure highlighting major changes in 2019

https://www.swissre.com/ri-our-approach

- We organised conference on responsible investing in practice to share first hand insights on the implementation of a responsible investing strategies, discuss policy developments and look at latest trends in stewardship across a fast-evolving market

https://www.swissre.com/institute/conferences/sustainability-leadership-responsible-investing.html

主要パフォーマンス指標(KPI)

          - Speak about our ESG approach on internal events and promote it in various internal committees
- Write and release videos on the internal homepage about it
        

進捗状況

- Awareness further increased, which enables us to further exchange with clients and other stakeholders on our Responsible Investing approach

主要パフォーマンス指標(KPI)

          - Speak on public events about the opportunities ESG considerations provide
        

進捗状況

- We released a brochure highlighting major changes on our ESG strategy in 2019, and updated related figures additionally

https://www.swissre.com/ri-our-approach

- Our Group CIO joined several panel discussions and other public events to promote ESG, such as the NZZ SIFF

https://www.nzz-siff.com/en/parallel-sessions/

https://www.swissre.com/institute/conferences/sustainability-leadership-responsible-investing.html#agenda

- Participated in several panels and other stakeholder events

- Bloomberg - Future of Finance:

https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=1&cad=rja&uact=8&ved=2ahUKEwjWg83gjabnAhUSUt8KHTehDYEQFjAAegQIARAB&url=https%3A%2F%2Fdata.bloomberglp.com%2Fpromo%2Fsites%2F12%2F558700_FoF-Zurich.pdf&usg=AOvVaw1uQlYKTNRyjGen43CQk64x

https://www.buildingbridgesweek.ch/en/home

 

主要パフォーマンス指標(KPI)

          - Strengthen ESG integration approaches on specific portfolios
- Start measuring and reporting on our impact investments under the inclusion pillar
        

進捗状況

- Increased ESG integration within the listed equity portfolio by reallocating some standard ETFs into ESG ETFs

- Started to measure and report the SDG impact of our impact investments 

https://www.swissre.com/ri-our-approach

 

投資に係る財務業績

主要パフォーマンス指標(KPI)

          - Risk-adjusted returns
        

進捗状況

We switched to ESG benchmarks for our actively managed listed equity and credit mandates in 2017, and implemented minimum ESG rating thresholds in case appropriate ESG benchmarks were not available.

In our brochure titled "Responsible Investing – Our approach", we again confirm ESG makes economic sense given better risk-adjusted returns as ESG risk is not fully compensated by financial markets yet. This analysis was conducted two years after our benchmark implementation.

投資のESG特性

主要パフォーマンス指標(KPI)

          - Switch to ESG benchmarks of better ESG rated companies
        

進捗状況

In our brochure titled "Responsible Investing – Our approach", we again confirm ESG makes economic sense given better risk-adjusted returns as ESG risk is not fully compensated by financial markets yet. This analysis was conducted two years after our benchmark implementation.

主要パフォーマンス指標(KPI)

          - Switch to ESG benchmarks of better ESG rated companies
        

進捗状況

We switched to ESG benchmarks for our actively managed listed equity and credit mandates in 2017, and implemented minimum ESG rating thresholds in case appropriate ESG benchmarks were not available. We regularly review our approach and refine it as part of our ongoing quest for improvement.

その他の活動

主要パフォーマンス指標(KPI)

          - Participation in various working groups, such as the FSB TCFD and the European Commission's Technical Expert Group on Sustainable Finance
        

進捗状況

- We are members of both working groups listed above

主要パフォーマンス指標(KPI)

          - Information sharing on experience with implementing ESG practices
        

進捗状況

In our brochure titled "Responsible Investing – Our approach", we again confirm ESG makes economic sense given better risk-adjusted returns as ESG risk is not fully compensated by financial markets yet. This analysis was conducted two years after our benchmark implementation.

主要パフォーマンス指標(KPI)

          - Communicate on our ESG approach
        

進捗状況

- After the release of our publication, we offered several meetings with asset owners, investment managers and government-related organisations. Furthermore, we attended events, and panel discussion to provide further explanation on our approach.

06.2. 補足情報 [任意]

For further information, please see:

https://www.swissre.com/responsible-investing


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