ESG Reporting – for Client Portfolios, Funds and Large Assets


Video: ESG-Reports for Client Portfolios, Funds and Mandates

Client Portfolios

As a bank or asset manager, you would like to have a sustainability report prepared for your client portfolios on a regular basis? Our service offers you customised reports according to your ideas, in your look and feel. We would be happy to advise you on what is part of a good ESG report.


As an asset manager, do you want to include a sustainability report with your funds? With our service, we analyse your funds according to Swiss Climate Scores or report according to your own ideas. If you wish, we can produce the entire fund factsheet for you.

Large Assets

As a pension fund, foundation or family office, you would like to prepare a sustainability report on your assets? We analyse your portfolios either according to the ASIP standard, our standard report or according to your specific requirements. Thanks to our MSCI partnership, you don't need to worry about licensing.


What are the advantages of ESG‑Reporting?


Better risk assessment

ESG reporting helps investors better understand and incorporate non-financial risks such as environmental pollution, labor conditions and ethics into their investment decisions.

Longer-term investment behavior

ESG reporting promotes sustainable investment decisions and helps generate long-term returns.

Compliance with regulatory requirements

Investors who invest in companies that meet regulatory requirements thereby reduce potential regulatory risks.

Transparent communication

ESG reporting helps investors make informed investment decisions. This transparent communication creates trust among investors and also meets regulatory requirements.

Positive effects on society

Through ESG reporting, investors have an impact on society. By investing in sustainable companies, they help to achieve positive social and environmental impacts.

    Web & Print

    What is the difference between the ESG Web Report and the ESG Print Report?

    The web report has an interactive user interface and is optimized for smartphones, tablet and desktop. The print report is based on individual design: elegant tables, high-quality infographics, headers, footers and tables of contents.
    See our ESG web report and our ESG print report.


    What does ESG reporting include?

    ESG Risk

    ESG Risks

    Shows ESG risks compared to a benchmark, PAI indicators, exclusions and controversies.
    Climate Prediction


    Shows the CO2 emissions over time and per sector, as well as the 5 positions with the highest emissions.
    Impact Calculation


    Measures SDG / EU Taxonomy Alignment and shows your Active Ownership activities.


    How does our ESG reporting rebut suspicions of greenwashing?



    PwC is our cooperation partner and ensures compliance with regulatory assurance in accordance with the Sustainable Finance Disclosure Regulation (SFDR) and EU Taxonomy.


    The SFDR is a European regulation that requires financial market actors to ensure transparency about the sustainability of their investment products.

    EU Taxonomy

    The EU Taxonomy is a classification system with the purpose of promoting investments in climate-friendly projects and creating uniform standards for sustainable investing.


    ESG reporting knowledge




    Cinnamon Reporting Blueprint
    We obtain the asset positions per portfolio/fund and evaluate them completely independently using ESG data, which we obtain directly from the providers. You receive the finished sustainability report as a PDF or via a web channel.




    Die im Portfolio enthaltenen Fonds entbündeln wir vollständig und bewerten die enthaltenen Positionen. Dasselbe tun wir mit den Benchmarks: Die enthaltenen Indices werden durch Ihre Constituents ersetzt und korrekt bis auf Stufe Gesamtbenchmark hochaggregiert.

    ESG Reporting according to ASIP Standards

    ESG Reporting Standard for Pension Funds


    Sample ESG report for pension funds according to ASIP standards

    The Swiss Pension Fund Association ASIP published the ESG Reporting Standard for the sustainability reporting of pension funds in December 2022. The aim of the standard is for Swiss pension funds to regularly publish ESG reporting on their sustainability efforts in asset management in order to create transparency. Transparent disclosure of ESG information enables stakeholders to understand how pension funds' investments are performing and what progress is being made in terms of sustainability.

    Swiss Climate Scores

    The Swiss Climate Scores: Climate Transparency in ESG Reporting

    The "Swiss Climate Scores" provide investors in Switzerland with information on the extent to which their financial investments comply with international climate targets.

    The indicators contained in the "Scores" show both the current situation of global companies in financial products and portfolios and their positioning in relation to global climate goals (see press release FDF).

    Investors can use the "Swiss Climate Scores" as part of their ESG reporting to demonstrate the climate compatibility of their financial investments.

    Costs / Contact person

    What does ESG reporting cost?

    With our ESG reports, you only pay for the reports you actually order and the added value they create. Just ask us.
    Your contact
    Thomas Tscherrig
    +41 44 454 84 84