As an asset manager

Swiss Life Asset Managers is an asset manager for its own insurance companies as well as for third-party clients such as pension funds, other insurance companies and private investors. As an asset manager, Swiss Life Asset Managers ensures that sustainability considerations in general and climate change considerations in particular are an integral part of its investment strategy, investment processes and investment product development.

Swiss Life Asset Managers offers its clients investment products and services based on sustainability aspects, such as energy efficiency and environmental protection, which take into account the clients’ individual needs and preferences. These investment products comprise equities and bonds plus real estate and infrastructure investments. In addition, clients are supported in the investment process with due consideration of local regulatory requirements relating to climate-related risks and opportunities. As an asset manager, Swiss Life Asset Managers has various ways of exerting influence with varying degrees of impact on the investments made by it.

Swiss Life Asset Managers is a signatory to the PRI. Around 90% of the total assets managed by Swiss Life Asset Managers follow at least one responsible investment approach as per the current definition of PRI. The PRI definition includes “Screening”, “ESG Integration”, “Thematic Investing”, “Stewardship” and “Impact Investing”. The measures entailed by the responsible investment approach of Swiss Life Asset Managers are applied in different ways depending on the client. As an asset manager, Swiss Life Asset Managers ensures that specific client preferences are taken into account. The Swiss Life Asset Managers Responsible Investment Policy can be viewed at www.swisslife-am.com/ri-policy.

Climate-related measures in Swiss Life Asset Managers’ responsible investment approach based on the relevant categories as defined by PRI¹

Swiss Life Asset Managers is a member of the Net Zero Asset Managers initiative (NZAM) and, in the context of this membership, its reporting includes Third-Party Asset Management (TPAM) securities portfolios, the exercise of voting rights and engagement activities for the securities portfolios managed by Swiss Life Asset Managers and the Swiss Life Group’s carbon intensity target of its directly held PAM real estate portfolio.

Further information can be found in the “Metrics and Targets” section, in the Sustainability Report, available at www.swisslife.com/sustainabilityreport (“Sustainability as an Asset Owner and Manager” section) and in the Responsible Investment Report, available at www.swisslife-am.com/rireport.