ESG

Syntrus Achmea chooses to invest in sustainable real estate that offers both financial and social returns. Our investment policies and practices are rooted in a solid Environmental, Social and Governance (ESG) policy. We avoid fancy language and put our money where our mouth is by making informed decisions based on tangible goals and objectives. Meaningful investing for us means helping our clients (and their clients) build a solid financial foundation and vibrant and thriving communities – now, in the near future and in the longer term.

ESG strategy Syntrus Achmea 2020 – 2030

Learn more about our ESG strategy and our tangible goals:

ESG Update Report

In this first edition of the ESG Update Report we inform you about the progress of the 20 goals from our ESG Strategy. What have we worked on in 2020 and which milestones have been reached? We publish an update of this Report annually.

Ideas or suggestions to give even more substance to Meaningful Investing? Send us an email at esg@achmea.nl

Sustainable Finance Disclosure Regulation (SFDR)

New European regulations recently came into force requiring financial market participants to report how they approach sustainability in their investments. These requirements are set out in the Sustainable Finance Disclosure Regulation (SFDR).

The SFDR is part of a broader tranche of European legislation for the financial sector. The purpose of this legislation is to mobilise capital for the European Green Deal, which aims to achieve a sustainable economy. These goals are being pursued in a comprehensive package of sustainability legislation in several phases. The SFDR is also being implemented in phases: Level 1 and Level 2.

Level 1 of the SFDR is effective from 10 March 2021. From that date onwards, Syntrus Achmea complies with the Level 1 obligations. Other relevant parts of the SFDR and related legislation such as the Taxonomy Regulation are being implemented with effect from 1 January 2022.

How do we incorporate sustainability risks in investments?

Syntrus Achmea believes in sustainability as the basis for good and stable returns. That is why we incorporate sustainability risks in our investment decisions and services.

Translating the new requirements into the various products and services of Syntrus Achmea means virtually all products include environmental and/or social characteristics, and that good governance practices are followed.

We use various measurement methods to determine how sustainable our investments are and inform our clients about this through various (fund) reports.

Our policy will of course take account of the future requirements that we and our customers have to meet. For example, we will soon be implementing Level 2 of the SFDR and the new Taxonomy Regulation. 

The full explanation of how Syntrus Achmea incorporates sustainability risks in investment decisions is available in our description 'Incorporation Sustainability Risks in Investments'.

How do we deal with adverse effects on sustainability?

As investment manager, we take into account the adverse effects of our investments on the planet. That way, we can make a difference for future generations. Based on our long-term ESG strategy, we provide information about the adverse effects of our real estate and mortgage investments on sustainability factors.

Sustainability factors include environmental, social and employment issues, respect for human rights, and combating corruption and bribery. We take these insights into account when considering investments. Based on the ESG strategy, for example, our portfolio and fund managers apply various ESG targets to the portfolios they manage and include them in the portfolio plans.

More information about the approach for real estate investments is provided in our Statement on principal adverse impacts of investment decisions on sustainability factors of real estate

More information about the approach for mortgage investments is provided in our Statement on principal adverse impacts of investment decisions on sustainability factors of mortgage investments

Our ESG issues 2020 -2030

In our ESG strategy we have defined 4 issues up to the year 2030:

  1. Investing in tomorrow’s world
  2. Focusing on closer relationships with stakeholders
  3. Achieving highest level of services and products
  4. Promoting innovation

Our ESG strategy contains 5 pillars which follow out of the business strategy of Syntrus Achmea Real Estate & Finance:

  1. We aim to make a positive impact on society by investing in liveable cities. 
  2. We achieve social and financial returns for investors. 
  3. We offer our employees a dynamic, sustainable and healthy workplace. 
  4. We endorse attractive and sustainable real estate. 
  5. We have a strong reputation asa provider of sustainable mortgages.

ESG Themes 2020 - 2030

Our ESG themes will be presented in the video below: