ESG Reporting

Flexible ESG reports for web and print.

WHAT ARE THE ADVANTAGES OF ESG REPORTING?

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

2. Longer-term investment behavior: ESG reporting promotes sustainable investment decisions and helps generate long-term returns.

3. Compliance with regulatory requirements: Investors who invest in companies that meet regulatory requirements thereby reduce potential regulatory risks.

4. Transparent communication: SG reporting helps investors make informed investment decisions. This transparent communication creates trust among investors and also meets regulatory requirements.

5. Positive impact 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.

ESG reports for client portfolios, funds and mandates

Offer ESG reporting to your clients and prospects - effortlessly with our service.

Send us your position data and you will receive individual ESG reports back from us - as a web report and as a PDF.

Our software solution Cinnamon provides you with ESG reporting for your funds and mandates. For mandates on model portfolio level as well as on effective client portfolio level.

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
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What does ESG reporting entail?

ESG Risk

Shows ESG risk taken compared to a benchmark, PAI indicators, exclusions and controversies.

Climate

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

Impact

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

How does our ESG reporting rebut suspicions of greenwashing?

PwC ensures regulatory compliance 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. The EU Taxonomy is a classification system for sustainable business that promotes investments in climate-friendly projects and creates uniform standards for sustainable investing.

Our cooperation partner for ESG reporting

About PwC
PwC Switzerland has long-standing experience in providing regulatory advice on sustainability regulation in Switzerland and the EU. PwC has been supporting actors in the financial service market in ensuring adherence to internal and external reporting practices and the legal requirements and provides the crucial regulatory know-how needed for the ESG report preparation.

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 included in the “scores” show both the current situation of global companies in financial products and portfolios and their positioning in relation to global climate targets (see Media release FDF). Investors can use the “Swiss Climate Scores” as part of their ESG reporting to show the climate compatibility of their financial investments.

ESG Reporting Standard for Pension Funds

In December 2022, the Swiss Pension Fund Association ASIP published the ESG Reporting Standard for the sustainability reporting of pension funds. 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. Through the transparent disclosure of ESG information, stakeholders can understand what the pension funds’ investments look like and what progress is being made in terms of sustainability.

WHAT DOES AN ESG REPORT COST?

With our ESG reports, you only pay for the reports you actually order and the added value created.

YOUR CONTACT PERSON

Thomas Tscherrig
thomas.tscherrig@bmpi.ch
Tel: +41 44 454 84 84