Sustainable investments

Safe, clean and social

What do you get out of being a customer of Allianz Austria?

Since 2010, WWF Austria has been accompanying Allianz Austria on its way to making its investments transparent and sustainable.

We are the first company in Austria to have committed to concrete, transparent and measurable sustainability goals for our investments in partnership with WWF Austria.
It was contractually agreed with WWF to put customer funds step by step into more sustainable areas by 2030.
In this way, the alliance, together with the WWF, makes a contribution to directing the world's capital flows in a targeted manner towards sustainability.
As an alliance, we look very closely at whether companies take environmental aspects, social skills, dealing with employees, transparency and governance issues seriously.

How is it checked?

Allianz ESG Plus and WWF regularly disclose their investment portfolio so that everything runs transparently.
The ESG model, which evaluates the sustainability of investments, combines the requirements of a total of 40 well-known organizations for a sustainable future in the areas of environment, social affairs and governance with practical implementation in the financial markets.
In a kind of traffic light system, all Allianz investments are divided into categories - from red for “not sustainable”, through yellow to green for “sustainable”.

What happened so far...

As one of the first insurance companies in Austria, we decided in 2015 not to invest any more money in coal mining.
The degree of sustainability of our systems has increased significantly in recent years. Today, 91.3 percent of our investments totaling almost 6 billion euros meet sustainability criteria.
The “red” portions of the portfolio could be reduced from 17 percent to 9 percent by the end of 2020. Investments in renewable energies were more than doubled from 12 to 30 percent (only affects the energy portfolio portion of corporate bonds and stocks).

Our goals

Allianz Austria is continuing to focus its investment on sustainability. We do not want to make any “red investments” at all by 2030. That is what we agreed with the WWF as a goal.
The particularly sustainable, "green" area of the systems assessed is to be expanded from the current 52 percent to 60 percent by 2030. In 2030, we want to invest 60 percent of our investments in particularly sustainable areas.
In addition, the alliance undertakes to continue not to make any investments in coal mining. And we are continuing to work on steadily increasing the proportion of renewable energies in the portfolio.

The ESG Plus analytical model:

The ESG model, which evaluates the sustainability of investments, combines the requirements of a total of 40 well-known organizations for a sustainable future in the areas of environment, social affairs and governance with practical implementation in the financial markets.

In a kind of traffic light system, all Allianz investments are divided into categories - from red for “not sustainable”, through yellow to green for “sustainable”. At the end of 2020, a first interim balance was drawn up together with the WWF. 91.3 percent of the nearly six billion capital investments meet sustainability criteria. At 48 percent, the proportion of very sustainable investments makes up almost half of the portfolio.

Cooperation with WWF Austria

Since 2010, WWF Austria has been accompanying Allianz Austria on its way to making its investments transparent and sustainable.

To this end, Allianz committed itself to concrete, measurable sustainability goals for its portfolio.

The model developed by ESG Plus in cooperation with WWF forms the basis for evaluating the investments (ESG + model). Requirements from a total of 40 well-known organizations for a sustainable future in the areas of environment, social affairs and governance were combined with practical implementation on the financial markets. In a kind of traffic light system, all of the company's investments can now be divided into categories - from red for “not sustainable”, through yellow to green for “sustainable”. This enables Allianz to gradually build its portfolio according to ecological and social criteria.

In addition, the WWF, together with EGS Plus, supports the alliance in continuously developing new and ambitious sustainability goals.

Allianz ESG Plus and WWF regularly disclose their investment portfolio so that everything runs transparently.

Pretty complex... Well, it's actually very easy!

An Allianz insurance means:

We gradually invest your money in a safer, cleaner and more socially responsible manner
No money for coal mining since 2015
No "red investments" from 2030
Investments controlled by ESG Plus
Partnership with WWF Austria for more sustainable investments and products

Award TRIGOS Austria 2015 for WWF partnership for sustainable investment

The Allianz Group in Austria and WWF Austria submitted the sustainable investment project - and won in the "Best Partnership" category. At TRIGOS, a jury of experts honors companies in various categories that set exemplary measures in the area of corporate social responsibility - and we are proud of that.