Management summary

Investis’ commitment to sustainability and social responsibility reflects its strategic integration of environmental, social, and governance (ESG) principles into its operations. Here is an in-depth look at their initiatives:

Investis sets clear priorities to reduce the carbon footprint of its property portfolio, focusing on:

• Renovations for energy efficiency
  The Company identifies potential energy savings by upgrading interiors and infrastructure. This includes installing energy-efficient appliances, optimising insulation and incorporating sustainable materials in renovations.
• Replacing fossil-fuel heating with district heating
  Relying on a city-owned district heating network can bring benefits such as stable pricing and sustainability, but also challenges such as slow implementation and mandatory connections. However, in larger cities, especially historic city centres, district heating is often the only alternative to fossil-fuel heating.
• Sustainable investments
  Investis uses these upgrades as a foundation for long-term sustainable investments, ensuring its properties align with Switzerland’s ambitious carbon neutrality goals. This approach not only benefits the environment but also reduces operational costs and enhances property value over time.

Investis ensures its business decisions contribute positively to society, focusing on:

• Renovation
  By offering attractive and renovated apartments, the Group focuses on improving the living standards of its tenants and enhancing their wellbeing and satisfaction while maintaining affordable rents.
• Tenant engagement
  By involving tenants through surveys and information materials, Investis can tailor property improvements to tenant expectations. This increases satisfaction and retention rates.
• Inclusive housing
  By offering housing for various income groups, Investis supports social inclusivity, addressing housing affordability concerns in urban Swiss markets like Geneva and Lausanne.
• Workplace inclusion
  Investis promotes diversity and equal opportunities in its workforce. The focus on gender equality and the zero-tolerance policy on discrimination demonstrate a strong commitment to creating a positive workplace culture. Such an inclusive approach enhances creativity, productivity, and employee satisfaction.

Investis adheres to governance principles that prioritise:

• Transparency in operations
  Regular reporting and accountability in ESG metrics.
• Ethical conduct
  Upholding high standards of fairness, both internally among employees and externally with tenants and stakeholders.

• Attracting investors
  Sustainable practices are increasingly a requirement for institutional investors.
• Future-proofing assets
  ESG-aligned renovations and inclusivity initiatives make properties resilient to regulatory changes and market shifts.
• Strengthening Stakeholder Confidence
  Demonstrating leadership in sustainability and social responsibility enhances Investis’ standing with tenants, employees and investors alike.