PUBLICA works with external specialists to implement its various sustainability strategies:
The independent sustainability rating agency Inrate assists PUBLICA in exercising voting rights in respect of companies based in Switzerland. Inrate engages in regular dialogue with Swiss companies on issues such as energy efficiency, employee health, the composition of the board of directors and remuneration systems.
Minerva Analytics is a UK-based independent proxy voting agency that operated under the name Manifest Voting Agency prior to 2018 and has been active in the field since 1995. Minerva supports PUBLICA in the exercise of its voting rights in some 200 foreign companies whose business activities potentially conflict with the normative basis. The Voting Guideline developed together with Inrate is applied.
The Swiss Association for Responsible Investments, SVVK-ASIR, aims to assist its members in implementing their sustainability strategies. The Association, which was founded in December 2015 by PUBLICA and six other major investors, has since been joined by further large investors. SVVK-ASIR assists PUBLICA with conduct- and product-based screening and pursues dialogue with global companies on PUBLICA's behalf.
MSCI and Carbon Delta
MSCI is a US financial service company and a leading provider of indices. Carbon Delta is a Zurich-based fintech company offering climate and financial analyses that was taken over by MSCI in 2019. PUBLICA worked with MSCI and Carbon Delta to develop the climate-efficient equity index, which is licensed by MSCI.
PUBLICA is a signatory to the Principles for Responsible Investment (PRI) and a member of the Institutional Investors Group on Climate Change (IIGCC) and Climate Action 100+, and has signed the Montréal Carbon Pledge. These memberships enhance access to expertise and knowledge sharing with other institutional investors.