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| Overall Assessment |
Analysis |
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Moderate
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Helvetia formalizes its public affairs engagement through a “Public Affairs Policy” that “formuliert dafür die normativen Leitlinien,” and embeds climate oversight by ensuring that “in general, the Sustainability Unit is involved as a stakeholder in all lobbying activities.” This approach guides both its direct advocacy—such as when “Helvetia has for example gathered other insurers to lobby for the Swiss carbon tax as a mean to support climate resilient infrastructure and decarbonize critical activities/sectors”—and its indirect engagement through industry collaboration. However, the company does not disclose a named executive or committee with formal responsibility for climate lobbying oversight, nor does it describe a recurring review or audit mechanism to assess and report on lobbying alignment with its climate objectives.
View Sources
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C
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| Overall Assessment |
Analysis |
Score |
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Limited
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Helvetia provides only limited insight into its climate-related lobbying. It acknowledges that it holds “regular dialogue with administrators, public officials, researchers and key members of the public” and that it participates in bodies such as the Swiss Insurance Association and the UN Global Compact, indicating that it does engage policymakers, but it never identifies which governments, ministries or parliamentary bodies were approached or the form those interactions took beyond this broad “dialogue.” The company likewise speaks about climate policy in very general terms—referencing its commitment to the Paris Agreement, alignment with the EU Taxonomy, and its internally developed fossil-fuel exclusion policy—yet it does not name any specific law, regulation or legislative proposal it has sought to influence. Finally, while it restates its business targets, such as “Helvetia aims to fully operationalise the fossil fuel policy in 2024,” it gives no indication of the concrete legislative or regulatory outcomes it seeks through public-policy engagement. As a result, the disclosures reveal only that some engagement occurs, without clarifying the particular policies, lobbying channels or objectives involved.
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D
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