THE SWISS SUSTAINABLE REAL ESTATE INDEX

ABOUT SSREI

OBJECTIVE
The Swiss Sustainable Real Estate Index (SSREI) was launched with the objective of facilitating the market comparability of varying real estate portfolios (real estate funds, real estate public limited companies, investment foundations and pension funds); the assessment of property values and the standardisation of corresponding valuations as well as increasing market transparency.

In addition to this, the Index provides information on properties’ potential for possible improvement and the effort (investment requirements) which would be required to progress to the next higher level of sustainability.

Last but not least, owners should be incentivised to develop property strategies in line with increasingly strict sustainability requirements.

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MESUREMENT PARAMETERS
The Index is based on the SSREI portfolio assessment tool. Verification by the SGS is mandatory, thus guaranteeing the required reliability and market credibility.

The SSREI assessment tool takes the structure and content of the Swiss Sustainable Construction Standard (SNBS) as its starting point. Where necessary, the requirements have been reformulated to make pragmatic, qualitatively meaningful assessment of a building’s current condition possible.

In this regard, the standard takes corresponding sustainability aspirations in the following areas/categories into consideration – society, business and the environment.

ASSESSMENT
Bei der abschliessenden Beurteilung einer Liegen­schaft oder eines Gesamtportfolios resultiert ein (Richt­-)Wert zwischen 0.00 bis 3.00 (gemäss dem SSREI Bewertungsraster).

WEIGHTING
Index weighting is calculated/carried out based on the main usable area (in German, HNF) which has been identified and assessed for a property or portfolio. Changes in the Index universe and corresponding value development are immediately integrated into the Index.

INDEX COMMISSION
The committee, made up of real estate specialists from various interest groups, is tasked with ensuring sustainable development of the Index..

SSREI PERFORMANCE INDICES

In a second phase the following sub-indices, the SSREI Performance Indices, will be placed under the Index’ control. They will facilitate long-term, conclusive performance measurement of the various categories:

  1. SSREI-Funds
  2. SSREI-Shares
  3. SSREI-Foundations

The SSREI-Funds and SSREI-Shares Performance Indices will be calculated and published on a daily basis by an independent Index administrator. He or she will, furthermore, calculate and publish the SSREI-Foundations performance index as performance data becomes available.

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ADDED VALUE
The indices will generate new investment strategies. In addition to existing passive strategies, which are solely based on market capitalisation and thus also capital surplus, the indices will provide investors with alternative strategy and diversification options.

POTENTIAL
The SSREI Performance Indices will make it possible to compare and measure individual sustainability performance, delivering the transparency desired by the market (investors, asset managers).

CURRENT AS OF 20.11.20

Index value                           2.10
Main use area                       324’510 m²
(HNF, Norm SIA 416)
Number of Properties         97
Number of components    2

SSREI IN PRAXIS

Pierre Jacquot, CEO, EDMOND DE ROTHSCHILD REIM on the ESG policy of Edmond de Rothschild Real Estate SICAV (ERRES)

The SSREI in the ESG Framework of Edmond de Rothschild Real Estate SICAV (ERRES)

CONTACT PERSON

General information on the index
Roland Vögele
MV Invest AG
rv@mvinvest.ch
+41 43 499 24 90

Technical information on the SSREI portfolio assessment tool and assurance
Frau Elvira Bieri
SGS Société Générale de Surveillance
elvira.bieri@sgs.com
+41 44 445 17 17

Experience reports on time expenditure and cooperation with experts
Samuel Brunner
EDMOND DE ROTHSCHILD REIM
s.brunner@reim-edr.ch
+41 78 897 49 14

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