Swiss Life Group

Unverified
XFID Unique Identifier for Swiss Life Group: XOEWN8KVPH
Sector
Insurance
Website
www.swisslife.com
2 Second Party Opinions
1 Impact Report
1 Framework
XFID Type Title Year Source Retrieved
XF-MMC0A9D-O Impact Report Swiss Life Green Bond Report 2024 2024 www.swisslife.com 31 Mar 2026
XF-8T4YKRL-8 Framework Swiss Life Green Bond Framework Aug 2021 2021 www.swisslife.com 31 Mar 2026
XF-BKJ6PO3-2 Second Party Opinion Swiss Life Green Bond Framework Second-Party Opinion (2021) 2021 mstar-sustops-cdn-mainwebsite-s3.s3.amazonaws.com 5 Mar 2026
XF-QUP1HFS-1 Second Party Opinion Swiss Life Group Bond Framework Second-Party Opinion 2019 mstar-sustops-cdn-mainwebsite-s3.s3.amazonaws.com 5 Mar 2026

XF Company Profile

Extra-financial information found across 4 documents in the XframeworkID registry

NACE K Financial & Insurance Activities

Information extracted from documents in the registry. Values are as disclosed; this is not an assessment or rating. Last updated 2 Jun 2026.

Issuer Identity & Structure

Issuer name and country/jurisdiction
Swiss Life Group, Switzerland Green Bond Framework 2021
Issuer sector/industry classification
Financial & Insurance Activities Company Profile
Issuer type
Insurance and Financial Services Provider Green Bond Framework 2021

Green / Sustainable Finance Framework

Sustainable bond framework name and version
Swiss Life Green Bond Framework 2021 Green Bond Framework 2021
Bond types covered under framework
Green bonds Green Bond Framework 2021
Framework publication date and update history
August 2021 Green Bond Framework 2021
Eligible use-of-proceeds categories
Green Buildings Green Bond Framework 2021
Project evaluation and selection process description
Green Bond Committee manages internal evaluation and selection process, responsible for ensuring eligible green assets align with eligibility criteria and adding/removing assets from eligible asset pool Second-Party Opinion 2021
Management of proceeds approach
Net proceeds managed by Proprietary Asset Management and Capital Management teams; unallocated proceeds invested on temporary basis in accordance with liquidity management activities and internal policies Second-Party Opinion 2021
Reporting commitments under framework
Annual allocation reporting on website until full allocation; commitment to reporting on relevant impact metrics Second-Party Opinion 2021
Exclusion criteria for ineligible projects or sectors
Exclusions defined in framework Green Bond Framework 2021
Temporary investment of unallocated proceeds
Unallocated proceeds invested on temporary basis in accordance with liquidity management activities and relevant internal policies Second-Party Opinion 2021

External Review & Verification

Second Party Opinion (SPO) provider name and assessment date
Sustainalytics, August 23, 2021 Second-Party Opinion 2021
SPO assessment scope and methodology
Assessment of Framework credibility, impact, alignment with Green Bond Principles, eligible use-of-proceeds categories, environmental impacts, project evaluation and selection process, risk management, proceeds management, and reporting commitments Second-Party Opinion 2021
SPO preliminary evaluation or credibility rating
Credible and impactful Second-Party Opinion 2021
Assurance scope
Use of proceeds, project selection, environmental and social risk assessment Second-Party Opinion 2021
Pre-issuance or post-issuance verification type
Second-Party Opinion (pre-issuance assessment) Second-Party Opinion 2021

Standards & Regulatory Alignment

Alignment with ICMA Green Bond Principles
Green Bond Principles 2021 Second-Party Opinion 2021
Alignment with UN Sustainable Development Goals
SDG 9 (Industry, Innovation and Infrastructure) Second-Party Opinion 2021

Corporate Strategy & Mission

Corporate mission and sustainability strategy
Contributes directly to society and enables people to lead a self-determined life Green Bond Framework 2021

Impact Metrics & Reporting

Annual impact reporting commitment
Annual allocation and impact reporting on website Second-Party Opinion 2021

Issuance Details

Years of green bond issuance history
2019, 2021 Green Bond Impact Report 2024
Bond instrument type
Senior Green Bonds Green Bond Impact Report 2024

Changes Over Time

Items where disclosed information changed across documents.

SPO assessment date
2019 October 14, 2019
2021 August 23, 2021
Alignment with ICMA Green Bond Principles
2019 Aligned with Green Bond Principles 2018
2021 Green Bond Principles 2021
Management of proceeds approach
2019 Jointly managed by Proprietary Asset Management and Capital Management teams with internal tracking process
2021 Managed by Proprietary Asset Management and Capital Management teams; unallocated proceeds invested temporarily in accordance with liquidity management activities
Temporary investment of unallocated proceeds
2019 Funds invested temporarily in accordance with liquidity management activities and internal policies
2021 Invested on a temporary basis in accordance with liquidity management activities and internal policies
SPO credibility assessment
2019 Framework is credible and impactful
2021 The Swiss Life Green Bond Framework is credible and impactful