Activities and focus
We communicate openly and transparently with all capital market participants about our Simply Safe strategy which, in addition to careful customer selection and further development of our employees, also formulates our innovation strategy and includes the obligation to represent an attractive, sustainable and responsible investment for our shareholders and investors.
We have a highly diverse group of shareholders made up of institutional investors from Europe and the US with a predominantly long-term investment horizon.
Effect for investors
A solid factual basis and high added value
Our open and transparent communication with all capital market participants means there is always a solid factual basis for investment decisions.
In order to continually offer a high added value and achieve our financial ambitions, Baloise developed the ECCO value management system based on the four key factors of Baloise’s total shareholder return: Earnings, Cash, Capital and Optionality.
Baloise as a resonsible investor
Baloise Asset Management, the asset manager of the Baloise Group, integrates into the overall Baloise strategy and assumes responsibility in the area of investment strategy for investing the insurance assets of the Baloise Group as well as for investing the assets of external customers, such as pension funds.
Our Responsible Investment Policy consists of three strategic pillars: ESG integration, exclusions and active ownership.
Baloise as a responsible investment
Our sustainability efforts are also reflected in our ratings. These bear testimony to our status as a sustainable investment for our investors. Baloise concentrates on the ratings it regards as most important: MSCI, Sustainalytics, Dow Jones Sustainability Index (SAM Score) and ISS ESG.
In September 2021, Baloise launched its very first Green Bond, making a commitment to using the proceeds from the issue to finance and refinance sustainable properties. Sustainalytics confirms our approach in its Second Party Opinion and recognises the Framework.