Sustainability: Principles, goals and initiatives

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In the Zurich Invest Payment Plan, the target achievement initiatives applied by Zurich Invest Ltd are guided by the following three principles:

ESG integration

We take ESG criteria into consideration across all asset classes. Thus, we align success and sustainability when investing.

Impact investing

Our investments aim for a positive impact on the environment and society for a better future. Our focus lies on climate change.

Advancing together

Involving all market participants, helps to identify ESG risks more efficiently, to refine markets, and to incentivize sustainable business models.

Targets and supporting initiatives

Engagement*

Our asset managers engage in dialogue with the management of the companies they invest in to highlight important ESG topics and initiate change.

*Exclusive Zurich Invest asset management default strategy conservative

Learn more

Proxy voting

An effective voting rights policy aligned with our ESG criteria brings about changes at the corporate level and results in better investment decisions.

More on how voting rights are exercised

ESG investment criteria

Investment decisions considering environmental, social and governance factors have a positive impact on society and the environment.

Learn more

Exclusion criteria*

We exclude investments, companies and issuers that do not meet our environmental, social and governance standards.

*Exclusive Zurich Invest asset management default strategy conservative

Learn more

Net zero targets portfolio by 2050*

Our customers' equity, bond and real estate portfolios shall be emission-free (net zero) by 2050.

*Exclusive Zurich Invest asset management default strategy conservative

Learn more

Emission reduction targets by 2030*

By 2030, carbon emissions in the real estate portfolio are to be reduced by 30 percent.

*Exclusive Zurich Invest asset management default strategy conservative

More about the key figures

Member: UN Principles for Responsible Investment

Our asset managers are signatories to the initiative. The six principles of the initiative assist companies in integrating ESG aspects into their investment process.

Learn more

Zurich Invest Fund Account

In the Zurich Invest Fund Account, the target achievement initiatives applied by Zurich Invest Ltd are guided by the following three principles:

ESG integration

We take ESG criteria into consideration across all asset classes. Thus, we align success and sustainability when investing.

Impact investing

Our investments aim for a positive impact on the environment and society for a better future. Our focus lies on climate change.

Advancing together

Involving all market participants, helps to identify ESG risks more efficiently, to refine markets, and to incentivize sustainable business models.

Targets and supporting initiatives

Engagement*

Our asset managers engage in dialogue with the management of the companies they invest in to highlight important ESG topics and initiate change.

*Exclusive Investment strategy Money Market

Learn more

Proxy voting*

An effective voting rights policy aligned with our ESG criteria brings about changes at the corporate level and results in better investment decisions.

*Exclusive Investment strategy Money Market and Investment strategy Bonds

More on how voting rights are exercised

ESG investment criteria

Investment decisions considering environmental, social and governance factors have a positive impact on society and the environment.

Learn more

Exclusion criteria*

We exclude investments, companies and issuers that do not meet our environmental, social and governance standards.

*Exclusive Investment strategy Money Market and Investment strategy Bonds

Learn more

Net zero targets portfolio by 2050*

Our customers' equity, bond and real estate portfolios shall be emission-free (net zero) by 2050.

*Exclusive Investment strategy Money Market

Learn more

Emission reduction targets by 2030*

By 2030, carbon emissions in the real estate portfolio are to be reduced by 30 percent.

*Exclusive Investment strategy Money Market and Investment strategy Bonds

More about the key figures

Member: UN Principles for Responsible Investment

Our asset managers are signatories to the initiative. The six principles of the initiative assist companies in integrating ESG aspects into their investment process.

Learn more

Zurich Vested Benefits Account

In the vested benefits custody account, the target achievement initiatives applied by Zurich Invest Ltd are guided by the following three principles:

ESG integration

We take ESG criteria into consideration across all asset classes. Thus, we align success and sustainability when investing.

Impact investing

Our investments aim for a positive impact on the environment and society for a better future. Our focus lies on climate change.

Advancing together

Involving all market participants, helps to identify ESG risks more efficiently, to refine markets, and to incentivize sustainable business models.

Targets and supporting initiatives

Engagement*

Our asset managers engage in dialogue with the management of the companies they invest in to highlight important ESG topics and initiate change.

*Exclusive Investment strategy Money Market

Learn more

Proxy voting*

An effective voting rights policy aligned with our ESG criteria brings about changes at the corporate level and results in better investment decisions.

*Exclusive Investment strategy Money Market and Investment strategy Bonds

More on how voting rights are exercised

ESG investment criteria

Investment decisions considering environmental, social and governance factors have a positive impact on society and the environment.

Learn more

Exclusion criteria*

We exclude investments, companies and issuers that do not meet our environmental, social and governance standards.

*Exclusive Investment strategy Money Market and Investment strategy Bonds

Learn more

Net zero targets portfolio by 2050*

Our customers' equity, bond and real estate portfolios shall be emission-free (net zero) by 2050.

*Exclusive Investment strategy Money Market

Learn more

Emission reduction targets by 2030*

By 2030, carbon emissions in the real estate portfolio are to be reduced by 30 percent.

*Exclusive Investment strategy Money Market and Investment strategy Bonds

More about the key figures

Member: UN Principles for Responsible Investment

Our asset managers are signatories to the initiative. The six principles of the initiative assist companies in integrating ESG aspects into their investment process.

Learn more

Zurich Retirement Savings Account 3a

In the Zurich Retirement Savings Account 3a, the target achievement initiatives applied by Zurich Invest Ltd are guided by the following three principles:

ESG integration

We take ESG criteria into consideration across all asset classes. Thus, we align success and sustainability when investing.

Impact investing

Our investments aim for a positive impact on the environment and society for a better future. Our focus lies on climate change.

Advancing together

Involving all market participants, helps to identify ESG risks more efficiently, to refine markets, and to incentivize sustainable business models.

Targets and supporting initiatives

Engagement*

Our asset managers engage in dialogue with the management of the companies they invest in to highlight important ESG topics and initiate change.

*Exclusive Investment strategy Money Market

Learn more

Proxy voting*

An effective voting rights policy aligned with our ESG criteria brings about changes at the corporate level and results in better investment decisions.

*Exclusive Investment strategy Money Market and Investment strategy Bonds

More on how voting rights are exercised

ESG investment criteria

Investment decisions considering environmental, social and governance factors have a positive impact on society and the environment.

Learn more

Exclusion criteria*

We exclude investments, companies and issuers that do not meet our environmental, social and governance standards.

*Exclusive Investment strategy Money Market and Investment strategy Bonds

Learn more

Net zero targets portfolio by 2050*

Our customers' equity, bond and real estate portfolios shall be emission-free (net zero) by 2050.

*Exclusive Investment strategy Money Market

Learn more

Emission reduction targets by 2030*

By 2030, carbon emissions in the real estate portfolio are to be reduced by 30 percent.

*Exclusive Investment strategy Money Market and Investment strategy Bonds

More about the key figures

Member: UN Principles for Responsible Investment

Our asset managers are signatories to the initiative. The six principles of the initiative assist companies in integrating ESG aspects into their investment process.

Learn more

Zurich Invest Asset Management

In the Zurich Invest Asset Management, the target achievement initiatives applied by Zurich Invest Ltd are guided by the following three principles:

ESG integration

We take ESG criteria into consideration across all asset classes. Thus, we align success and sustainability when investing.

Impact investing

Our investments aim for a positive impact on the environment and society for a better future. Our focus lies on climate change.

Advancing together

Involving all market participants, helps to identify ESG risks more efficiently, to refine markets, and to incentivize sustainable business models.

Targets and supporting initiatives

Engagement*

Our asset managers engage in dialogue with the management of the companies they invest in to highlight important ESG topics and initiate change.

*Exclusive Zurich Invest asset management default strategy conservative

Learn more

Proxy voting*

An effective voting rights policy aligned with our ESG criteria brings about changes at the corporate level and results in better investment decisions.

*Exclusive Zurich Invest asset management default strategy conservative

More on how voting rights are exercised

ESG investment criteria

Investment decisions considering environmental, social and governance factors have a positive impact on society and the environment.

Learn more

Exclusion criteria*

We exclude investments, companies and issuers that do not meet our environmental, social and governance standards.

*Exclusive Zurich Invest asset management default strategy conservative

Learn more

Net zero targets portfolio by 2050*

Our customers' equity, bond and real estate portfolios shall be emission-free (net zero) by 2050.

*Exclusive Zurich Invest asset management default strategy conservative

Learn more

Emission reduction targets by 2030*

By 2030, carbon emissions in the real estate portfolio are to be reduced by 30 percent.

*Exclusive Zurich Invest asset management default strategy conservative

More about the key figures

Member: UN Principles for Responsible Investment

Our asset managers are signatories to the initiative. The six principles of the initiative assist companies in integrating ESG aspects into their investment process.

Learn more

Our advisory service

Would you like further information? We would be glad to advise you.

Retirement account 3a / vested benefits account

Do you have questions regarding our pension solutions? Call us or send us an email – we would be happy to help you.

Phone: +41 (0)44 628 49 99
Email: vorsorgestiftungen@zurich.ch

Zurich Invest investment fund custody account, Zurich Invest asset management and Zurich Invest PaymentPlan

Do you have questions on our investment solutions? Call us or send us an email – we would be happy to help you.

Phone: +41 (0)44 628 22 88
Email: invest@zurich.ch

Sustainability: Principles, goals and initiatives

Please select your product

ESG integration

Impact investing

Advancing together

Targets and supporting initiatives

Engagement*

Proxy voting

ESG investment criteria

Exclusion criteria*

Net zero targets portfolio by 2050*

Emission reduction targets by 2030*

Member: UN Principles for Responsible Investment

ESG integration

Impact investing

Advancing together

Targets and supporting initiatives

Engagement*

Proxy voting*

ESG investment criteria

Exclusion criteria*

Net zero targets portfolio by 2050*

Emission reduction targets by 2030*

Member: UN Principles for Responsible Investment

ESG integration

Impact investing

Advancing together

Targets and supporting initiatives

Engagement*

Proxy voting*

ESG investment criteria

Exclusion criteria*

Net zero targets portfolio by 2050*

Emission reduction targets by 2030*

Member: UN Principles for Responsible Investment

ESG integration

Impact investing

Advancing together

Targets and supporting initiatives

Engagement*

Proxy voting*

ESG investment criteria

Exclusion criteria*

Net zero targets portfolio by 2050*

Emission reduction targets by 2030*

Member: UN Principles for Responsible Investment

ESG integration

Impact investing

Advancing together

Targets and supporting initiatives

Engagement*

Proxy voting*

ESG investment criteria

Exclusion criteria*

Net zero targets portfolio by 2050*

Emission reduction targets by 2030*

Member: UN Principles for Responsible Investment

Our advisory service

Zurich Invest Bank Foundation and Zurich Vesting Foundation

Zurich Invest Ltd