ESG Reporting – for Client Portfolios, Funds and Large Assets

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

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.
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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.

Benefits

What are the advantages of ESG‑Reporting?

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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.
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Longer-term investment behavior

ESG reporting promotes sustainable investment decisions and helps generate long-term returns.
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Compliance with regulatory requirements

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

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

    ESG-Web-Report-VergleichESG Web 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.

    Contents

    What does ESG reporting include?

    ESG Risk

    ESG Risks

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

    Climate

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

    Impact

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

    Greenwashing

    How does our ESG reporting rebut suspicions of greenwashing?

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    PwC

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

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

    Insights

    ESG reporting knowledge

    ESG Reporting Basellandschaftliche Kantonalbank

    Baselland­schaftliche Kantonalbank (BLKB) goes live with new ESG reporting from bmpi

    31. August 2023
    ESG-Reporting
    BLKB now provides its clients with extended ESG reporting. In this interview, Dominik Pfoster, Sustainable Investment Specialist at BLKB, talks about the reasons for the new ESG reporting, the added value for clients and the challenges of implementation. In doing so, he reveals why BLKB is a pioneer when it comes to transparency requirements.
    Read article
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    Cinnamon Reporting: The solution for EU-compliant SFDR-Annex IV

    11. April 2023
    Cinnamon Reporting
    ESG-Reporting
    From 2023, European asset managers are obliged to attach a standardised SFDR Annex (Sustainable Finance Disclosure Regulation) to their mandates and funds in order to avoid greenwashing. With this annex, asset managers disclose the sustainability features of their offered investment strategies on an annual basis. In order to meet these requirements by the EU, an SFDR Annex IV was developed at a major bank with Cinnamon Reporting.
    Read article
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    ESG reports for client portfolios, funds and mandates

    8. September 2022
    ESG-Reporting
    Investors consider the following ESG criteria in their investment processes: They integrate ESG from classic risk considerations, are committed to climate protection or want to change the world for the better. The ESG report from bmpi AG builds on these criteria and is divided into the chapters Risk, Climate and Impact. Investors receive a flexible ESG reporting for customer portfolios, funds and mandates.
    Read article
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    More Insights
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    Modularity

    Functionality

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    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.

    Look-Through

    Look-Through

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    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

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    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
    thomas.tscherrig@bmpi.ch
    +41 44 454 84 84