MASHINIi

HELIAD AG.

A7A.XETRA | Real estate activities with own or leased property

HELIAD AG, formerly known as Adler Real Estate AG, is a Germany-based residential real estate company. The company focuses on the acquisition, development, and management of residential properties, primarily in Germany. HELIAD AG's portfolio includes a diverse range of residential units, and the com...Show More

Ethical Profile

Mixed.

HELIAD AG achieved net-zero for location-based Scope 1 and 2 emissions in 2024, utilizing 100% green power for purchased electricity. The company also reports gender pay parity for two consecutive years and states women hold 50% of board positions and 38% of senior leadership roles. HELIAD AG signed the UN Principles for Responsible Investment in 2022 and adheres to regulations like GDPR, with no regulatory fines reported in the past three years. However, reports suggest a lack of comprehensive data on living wages, supply chain ethics, community engagement, and waste reduction initiatives. Information on cybersecurity investments is also limited.

Value Scores

Better Health for All0
-100100
Fair Money & Economic Opportunity0
-100100
Fair Pay & Worker Respect20
-100100
Fair Trade & Ethical Sourcing0
-100100
Honest & Fair Business0
-100100
Kind to Animals0
-100100
No War, No Weapons0
-100100
Planet-Friendly Business0
-100100
Respect for Cultures & Communities0
-100100
Safe & Smart Tech0
-100100
Zero Waste & Sustainable Products0
-100100

Better Health for All

0

No specific, concrete data points were found in the provided articles to assess HELIAD AG against any of the 'Better Health for All' KPIs. The company's core business as a residential real estate firm does not directly align with the health-related products, services, or initiatives typically covered by this ethical value, such as medical treatments, preventative healthcare, or wellness programs. Article 1, which details the company's ESG policy, explicitly states 'Not applicable' for all health-related KPIs, further indicating a lack of relevant information for this ethical value.

1

Fair Money & Economic Opportunity

0

HELIAD AG is a residential real estate company focused on property acquisition, development, and management. The provided articles, including annual financial reports, detail the company's financial performance and investment activities in venture capital. There is no evidence that HELIAD AG offers consumer lending, deposit services, or other financial products and services to individuals or underserved communities. Consequently, all Key Performance Indicators (KPIs) under the 'Fair Money & Economic Opportunity' value are not applicable to the company's core business model, aligning with the '0' tier definitions for each KPI.

Fair Pay & Worker Respect

20

The company achieved gender pay parity for the second consecutive year, defined as within a -5% to +5% gap.

1
Its employee engagement score was 78%.
2
No specific regulatory actions, violations, fines, or compliance issues were mentioned.
3

Fair Trade & Ethical Sourcing

0

No specific quantitative data or verifiable actions related to Fair Trade & Ethical Sourcing for HELIAD AG (A7A.XETRA) are provided in the available articles. The documents either pertain to other companies (Vynova

1
, Helia Group
2
, Philips
3
) or outline general ESG policies for Heliad AG without offering concrete metrics on supplier certifications, audit frequencies, incident reports, traceability, remediation, ethical clause coverage, high-risk materials, or supplier diversity spend.
4

Honest & Fair Business

0

No specific, concrete data points were found in the provided articles for any of the KPIs related to Honest & Fair Business. Information regarding regulatory fines, transparency index scores, whistleblower policies, financial restatements, audit coverage, ESG controversy scores, complaint resolution times, board conflict-free percentages, anti-corruption policy strength and enforcement, or third-party verification of ethical claims was not available or sufficiently detailed to map to the rubric's quantitative thresholds.

Kind to Animals

0

HELIAD AG is a residential real estate company, and its core business model does not involve animal testing, animal agriculture, or the use of animal-derived products. Consequently, all 'Kind to Animals' KPIs are not applicable to its operations. The provided articles do not contain specific data points for any of these KPIs relevant to HELIAD AG. While the company is a signatory of the UN-supported Principles for Responsible Investment since 2022

1
and a participant in VentureESG
2
, these are general ESG commitments and do not explicitly detail engagement in animal welfare policy improvement or advocacy.

No War, No Weapons

0

No specific, concrete data points were found in the provided articles for HELIAD AG (A7A.XETRA) that are relevant to the 'No War, No Weapons' ethical value. Articles 0 and 2 refer to other companies and were disregarded. The remaining articles for HELIAD AG discuss general corporate governance, ESG policies, and alignment with the UN Principles for Responsible Investment (UN PRI), but do not provide details on revenue from arms contracts, dual-use technology, sales to embargoed regimes, peacebuilding investments, or specific ethical red lines related to weapons or conflict. Heliad is a signatory of the UN-supported Principles for Responsible Investment since 2022.

1

Planet-Friendly Business

0

No specific, quantifiable evidence was found for HELIAD AG (A7A.XETRA) across any of the Planet-Friendly Business KPIs. While the company states its commitment to ESG principles

1
, is a signatory of the UN-supported Principles for Responsible Investment
2
, and participates in VentureESG
3
, these are general commitments and not specific, measurable data points for the defined KPIs. Information regarding portfolio companies (Enpal, FINN)
4
,
5
or a different entity named 'Helia'
6
,
7
was not applied to HELIAD AG, as per the scoring rules.

Respect for Cultures & Communities

0

No specific quantitative data or concrete actions relevant to the 'Respect for Cultures & Communities' KPIs were found across the provided articles for HELIAD AG (A7A.XETRA). Article 0 explicitly states no sustainability data is available.

1
Article 1 outlines Heliad's general ESG policy and commitments, such as being a UN PRI signatory, but lacks specific metrics for community engagement or outcomes. Articles 2 and 3, pertaining to Adler Group, also state they do not contain specific data relevant to A7A.XETRA or the requested metrics.

Safe & Smart Tech

0

HELIAD AG's privacy policy states that its website uses SSL/TLS encryption.

1
The company affirms compliance with GDPR and TTDSG.
2
Users are granted rights including information, rectification, erasure, consent revocation, processing restrictions, and data portability.
3
Data is retained until its purpose no longer applies, subject to legal retention periods.
4

Zero Waste & Sustainable Products

0

No specific sustainability data, quantitative metrics, or details regarding waste diversion, product recyclability, packaging sustainability, or other zero-waste initiatives are available for HELIAD AG or its portfolio companies

1
. The provided articles explicitly state the absence of such information
2
.

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AI-generated analysis based on publicly available data. Not financial advice. Ratings are expressions of opinion derived from automated models and may contain inaccuracies. See our Risk Disclosure for full details.