By Caroline Cavin

ESG reports for client portfolios, funds and mandates

8. September 2022

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.

The ESG Report is based on a number of building blocks. These building blocks can be added or removed within the Risk, Climate and Impact chapters. No IT support is required for this. Investors thus receive individual ESG reporting for web and print. The web report is optimized for smartphones, tablets and desktops and the print report supports all common office formats as well as PDF.

View ESG Web Report and ESG Print Report.

Our cooperation partner for ESG reporting

PwC ensures regulatory compliance in accordance with the Sustainable Finance Disclosure Regulation (SFDR) and the EU Taxonomy.

ESG risk viewed from different perspectives

The Risk chapter assesses ESG risks relating to the environment, social issues and corporate governance. These risks include topics such as environmental pollution, data protection, or the handling of conflicts of interest. In addition, the Principle Adverse Impact (PAI) indicators are listed. These indicators show the extent to which investments have a negative impact on the environment, social and employee concerns, or human rights. Also listed are those companies in the portfolio that are involved in controversial issues. These issues influence the success of a company in the short or long term and contribute to the risk of the portfolio.

ESG Risk shows which issues particularly contribute to sustainable development.

CO2 footprint influences ESG report

For investors, CO2 emissions due to climate change are one of the most important risk aspects of ESG. The Climate chapter shows the CO2 emissions over time and per sector as well as the five polluters with the highest emissions.

ESG Climate shows the CO2 emissions of companies in the portfolio.

ESG Report contains 17 sustainability goals

The Impact chapter focuses on the 17 United Nations Sustainable Development Goals. The ESG Report shows whether or not companies are contributing to these goals. The chapter also includes the EU Taxonomy for sustainable activities. The EU Taxonomy is a classification system that shows which investments are environmentally sustainable under the European Green Deal. Proxy voting and engagement are other topics in the chapter. Proxy voting involves investors exercising their voting rights at company general meetings. ESG, as well as traditional issues, are the primary focus. Engagements are interactions between investors and the company being invested in, or decision-makers dealing with ESG issues.

ESG Climate shows a company’s positive or negative impact on sustainability goals.

Would you like to learn more about ESG reporting? Click here for more information.

  • Would you like to offer ESG reporting to your clients and prospects? Take advantage of our service. Find out more on our ESG website.
  • What is the difference between the ESG Web Report and the ESG Print Report? View our ESG Web Report and our ESG Print Report.
  • Contact Thomas Tscherrig at or +41 44 454 84 84 for a consultation.

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