Swiss Re Insurance-Linked Fund Management

Original Risk: A Society for Change Agents

Plenum cat bond & insurance funds classed Article 8 & 9 under EU SFDR


Plenum Investments AG, the Zurich based specialist insurance-linked securities (ILS) and catastrophe bond investment manager, has had its catastrophe bond, insurance private debt and life settlements investment funds all classified as ESG relevant under the EU’s Sustainable Finance Disclosure Regulation (SFDR).

plenum-investments-logoPlenum has been one of the most proactive insurance-linked securities (ILS) fund managers when it comes to gaining recognition for its efforts in environmental, social and governance (ESG) as well as in gaining accreditation for the ESG qualities of its investment funds.

The Plenum CAT Bond Fund, the flagship ILS fund offering from the Zurich-based investment manager, first received a sustainable investment accreditation back in 2018.

Now, the Plenum CAT Bond Fund has been classified under Article 9 of the EU’s Sustainable Finance Disclosure Regulation (SFDR), recognising it as a sustainable fund that has a targeted sustainability impact.

Also classified under Article 9 is the Plenum Insurance Capital Fund, which allocates its capital to a mix of catastrophe bonds and also private insurance debt subordinated bonds.

Two of Plenum’s other insurance-linked investment funds, the recently launched Plenum European Insurance Bond Fund and the Plenum Life Settlement Fund have both been classified under Article 8, recognising them as investment funds with ecological or social characteristics.

Plenum has been on the journey towards gaining recognition for its ESG efforts and the quality of its ILS funds for longer than most managers in the industry and has also been a strong advocate for improving processes across the insurance and reinsurance market chain to make ILS and reinsurance related investments more readily applicable under ESG frameworks and guidelines.

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