ESG report for client portfolios, funds and mandates

What's the benefit of an ESG reporting?

A clear and detailed ESG reporting not only helps investors to take well-informed investment decisions, it enables investment managers to provide a desired trust and transparency to investors and to fulfil regulatory requirements.

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.

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.

CO2 footprint influences ESG report

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

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 and can be linked with additional KPI's. 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. On the impact side, 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.