Engagement Reporting
Our Vision
“Together, we are fulfilling our responsibilities as investors and driving positive change towards an environmentally, socially and financially sustainable economy.”
This page illustrates how this vision is put into practice. Key figures, thematic insights and case studies provide an overview of SVVK’s engagement activities and show how impact is achieved step by step.
Two Paths to Engagement
Companies are selected for engagement dialogue using two different approaches.
In line with OECD recommendations, SVVK-ASIR follows a risk-based approach and prioritises cases involving serious and systematic risks, such as suspected violations of the normative basis or significant climate-related risks. These cases are identified through a systematic screening process and follow a clearly defined engagement and escalation procedure . If no progress is achieved, the process may ultimately lead to a recommendation for exclusion.
SVVK-ASIR also conducts thematic dialogues with companies. When selecting these engagements, factors such as the potential for influence and available resources are taken into account. These dialogues aim to create impact without necessarily being subject to a formal escalation pathway.
Thematic Diversity
Every engagement dialogue is driven by a specific concern. The following overview illustrates the thematic diversity of SVVK's engagements as at 31 December.
- Environment153
- Climate Change47
- Contamination and Pollution10
- Controversial Projects5
- Nature and Biodiversity91
- Governance103
- Bribery, Fraud and Corruption23
- Corporate Governance74
- Shareholder Rights6
- Human Rights93
- Complicity in Government Violations12
- Labour Rights and Worker Safety26
- Safety of Products and Services20
- Human Rights Due Diligence19
- Severe Harm to Local Communities16
- Various ESG Themes39
Engagements in Numbers
Dialogue is a process. The following overview shows the progress and outcomes of SVVK's engagement dialogues during the reporting year.
- Engagements 2025428
- Ongoing Dialogue388
- Successfully Completed37
- Recommendation for Exclusion3
Exclusion Recommendations
The following overview shows the different reasons for SVVK-ASIR's exclusion recommendations.
Companies can violate the normative basis both through their products and through their conduct. In the first case, SVVK-ASIR recommends the exclusion of producers of certain controversial weapons (Controversial Weapons Policy ). In the event of conduct-based violations, SVVK-ASIR seeks to enter into a targeted dialogue with the company concerned in order to bring about a change in conduct. Should the dialogue prove unsuccessful, this may lead to a recommendation for exclusion (Engagement and Exclusion Policy ). Exclusion recommendations in the climate context (Deny Debt) apply exclusively to debt instruments and take effect upon publication.
SVVK-ASIR also recommends that its members exclude sovereign debt issued by countries against which Switzerland has imposed a comprehensive embargo on military or repression goods due to violations of international law, in particular human rights. Further information can be found in the Sanctions against Countries Policy .
- Countries12
- Companies48
- Controversial Weapons25
- Conduct-Based17
- Deny Debt (Climate-Based Exclusion)6
Partners and Initiatives
Together with like-minded investors and experienced partners, SVVK-ASIR works to drive meaningful change – extending its impact beyond its own activities. Participation in networks and initiatives strengthens dialogue, broadens reach and amplifies collective impact.
Learn more about SVVK-ASIR’s engagement and research partners, as well as the networks and initiatives it supports.
Latest Case Studies
Mortgage bonds and climate transparency
Violations of labour law in luxury fashion ‘made in Italy’
More happy workers, more happy meals
A solvable problem
PFAS: time to act on the invisible danger
