Although sustainable investments are not explicitly mentioned in current Swiss legislation governing pension funds, the Fondation Patrimonia is fully committed to involving sustainability through its investment and provider selection processes. This commitment is deeply rooted in our investment regulations, and our sustainability principles clearly outline our objectives and vision in this area.
In this 2023 edition of our Sustainability Report, which marks the 3rd publication of this document, we reveal in detail our strategy and its implementation on the 4 axes of active shareholding, ESG integration, impact investing, and exclusions.
Some concrete results of the implementation of our sustainability strategy:
- Voting rights exercised by 100% of managers
- 2,083 companies targeted in engagement campaigns
- 45% of equity portfolios aligned with Paris Agreement targets
- 29% reduction in average CO2 emissions from the Foundation’s real estate portfolio between 2017 and 2022
Curious to find out more? Visit our website now to discover our 2023 Sustainability Report and join us in our commitment to a sustainable future!