SWISS SUSTAINABLE REAL ESTATE INDEX

BENCHMARK

For assessing the sustainability of existing Swiss properties

UNIFORM ASSESSMENT APPROACH

Creates transparency and comparability

TRACK RECORD

Allows for an expressive record of accomplishments

EXTERNAL ASSURANCE

SGS as an independent verification body of the underlying self-assessment

SSREI

The Swiss Sustainable Real Estate Index (SSREI) was developed to assess the sustainability of Swiss properties. SSREI supports owners (real estate funds, real estate corporations, investment foundations, insurance companies, pension funds, the public sector) in achieving compliance of their properties with the increasingly stringent sustainability requirements and ensuring their long-term value.

OBJECTIVE OF THE INDEX

SSREI was launched with the aim of mapping the sustainability profile of existing Swiss properties, standardising a corresponding assessment, enabling transparency and comparability in this regard and providing the market with an important benchmark.

POTENTIAL AND ADDED VALUE

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The assessment process supports users in determining the sustainability-specific condition of their properties, scrutinising strategic approaches in a structured manner and identifying opportunities at an early stage. In this context, the SSREI portfolio assessment tool provides indications of a property’s potential for improvement, e.g. for the development of a balanced redevelopment strategy and of the investment required to achieve the next highest sustainability value (guide value). The resulting track record also serves as a transparent communication tool towards internal (management, investment committees, etc.) and external (investors, legislators, etc.) stakeholders and creates an expressive record of accomplishments. Thus, incentives are created for owners to align their properties with the increasingly stringent sustainability requirements and to lead existing Swiss properties into a sustainable future. This provides the market with an important benchmark and combines business interests with social necessity.

STRUCTURE AND CONTENT 

The index is structurally based on the Swiss Sustainable Building Standard (SNBS Hochbau) – an instrument for implementing the Energy Strategy 2050. Adapted for application to existing properties, the defined indicators and requirements allow a comprehensive assessment of the condition of a property (Bottom-Up approach) in the areas of society, economy and the environment.

ASSESSMENT AND WEIGHTING

According to the SSREI assessment grid, the self-assessment of a property or an entire portfolio results in a guide value between 0.00 and 3.00. The index weighting is carried out on the basis of the guide value of the individual components, depending on the assessed square metres of main usable floor space (HNF, standard SIA 416).

IN THE CONTEXT OF THE SUSTAINABILITY STRATEGY

A holistic sustainability strategy is known to be multi-layered and influences both strategic and operational management. In this context, SSREI supports the focus on sustainability at portfolio and property level.

SUSTAINABILITY STRATEGY (ESG) FOR THE REAL ESTATE INDUSTRY

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VERIFICATION BY SGS

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Inhaltsbereich
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A mandatory prerequisite for inclusion in the SSREI is the annual, sample-based verification (External Assurance) of the self-assessment by the Review Panel of SGS Société Générale de Surveillance SA.

INDEX FAMILY

In a second phase, the index family is to be expanded by SSREI Performance Indices (funds, shares). The Performance Indices bundle the index components in the respective product categories (funds, shares) and map their trend. The weighting is again carried out depending on the sustainable alignment respectively on the SSREI guide value. This opens up new comparison and investment opportunities for investors.

PORTFOLIO EVALUATION TOOL

CURRENT AS OF 30.04.21

Index value                           2.09
Main use area                       434’242 m²
(HNF, Norm SIA 416)
Number of Properties         144
Number of components    3

SOCIAL MEDIA

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SSREI IN PRACTICE

The concept in a nutshell

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

CONTACT

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

Technical information and assurance
Elvira Bieri
SGS Société Générale de Surveillance SA
elvira.bieri@sgs.com
+41 44 445 17 17
+41 79 621 80 32

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