Sustainability
ESG in Real Estate Markets

 

The inclusion of Environmental, Social, and Governance (ESG) criteria in the investment management industry is becoming a priority. It is rapidly evolving to all asset classes. Real estate investments, for various reasons, have been left behind and investors do not have at this stage, in this asset class, a widely accepted ESG framework on which they can base their investment decisions. This is all the more unfortunate that the real estate sector is a major contributor to greenhouse gases emissions (about one quarter of total GHG emissions in Switzerland) and that the potential for improvement is therefore very important.

 

Source: Based on Federal Office for the Environment (FOEN).

ESG evaluation of Swiss real estate

 

Following the analysis of existing resources, we decided to launch a carefully designed, exhaustive (i.e., covering all dimensions of ESG) online survey asking real estate investors about their sustainability practices. The objective of the state-of-the-art survey is to collect data for a thorough and independent assessment of the ESG profile of relevant real estate investment portfolios held in Switzerland, by the universe of:

 

  • Real estate investment companies,
  • Real estate investment funds,
  • Real estate investment foundations, and
  • Pension funds

 

Based on this self-reported data, we aim to generate a market exhaustive evaluation of sustainability across institutional real estate investors in Switzerland. The assessment focusses exclusively on direct investments and it will be repeated on an annual basis.

 

 

To encourage participation, we inform entities that every institutional investor with a relevant stake in the Swiss real estate market is invited to participate in the survey and the resulting ESG evaluation. We also explain that non-responses and responses that fail to withstand basic fact-checking will be documented and rated poorly. Beyond that, we offer each participating entity an individualized, confidential competitor analysis, which:

 

  • is free of charge
  • keeps the workload for participants at a reasonable and affordable level (about 60 minutes)
  • positions entities against (anonymous) competitors across various dimensions of sustainability (ESG)

 

How to get evaluated

 

If you represent an entity that belongs to either one of the four categories mentioned above, and if you would like to participate in the next evaluation, please contact us: