Client portfolios
Banks and wealth managers assess their clients’ portfolios on sustainability too, regularly, in the investment report or as a report of its own, in their brand.
ESG reporting · As a report of its own or in the investment report
ESG reporting for every requirement.
Usually it is a sustainability report of its own, sometimes a chapter in the investment report. Both come from the same data and the same production line as your other reports, so the figures match. For client portfolios, funds and institutional assets, to ASIP, to the Swiss Climate Scores or to your own rules, in your brand.
Who it is for
Three requirements, one reporting
Funds
Asset managers add a sustainability report to their funds, assessed against the Swiss Climate Scores or to their own rules, up to the complete factsheet.
Large assets
Pension funds, foundations and family offices receive the evaluation of their assets to the ASIP standard, as a standard report or to their own rules.
What is in the report
Risks, climate, impact
The building blocks for it are built and in production. You decide which ones a report contains.
ESG risks
- The portfolio’s ESG risk against the benchmark
- ESG rating as a scale and a distribution
- Exclusion criteria
- Controversies
Climate
- CO₂ emissions over time and by sector
- The five highest-emitting positions
- Implied temperature rise, as a thermometer
Impact
- Alignment with the 17 UN Sustainable Development Goals
- Active ownership: voting and engagement
- Look-through into funds’ individual holdings
Standards
To the standard your client expects
ASIP
The ESG reporting standard of the Swiss Pension Fund Association, for pension funds and foundations.
Swiss Climate Scores
The Swiss federal climate indicators for financial products, for funds and portfolios.
Your rules
Your own criteria, exclusions and figures, as configuration rather than a project.
Cooperation partner for regulatory certainty: PwC.
Where the data comes from
ESG data, joined to your positions
ESG data from the vendors is held in a dedicated ESG data store and joined to your positions there. Reporting reads it together with performance and allocation.
- MSCIESG data and indices
- ISS ESGESG data
From 2027Self-service portal
Upload instead of connecting
Until now the bank was connected to Cinnamon before the first ESG report was produced. From 2027 the ESG portal works without that connection: upload the portfolio, choose a benchmark, order the report, receive the result.
- 01
Upload the portfolio
As Excel or CSV, or simply paste ISIN and weight. Every ISIN is checked, and the weights stay as you enter them.
- 02
Choose a benchmark
A definition of your own from indices, or one you have used before.
- 03
Order the report
Choose report type, client type and reporting date, check the summary, order with one click.
- 04
Receive the result
The status is visible live in the portal. Then PDF, Excel and the web report are ready, stored permanently.
- Multi-tenant, with each client’s data strictly separated
- Roles for viewing, ordering, fund and mandate management, and administration
- Sign-in with two-factor authentication
- Master data for funds and mandates to the Swiss Climate Scores and ASIP
- Operated in the Cinnamon Cloud, from 2027; being implemented with the first two clients
Examples
From practice
An ESG report to ASIP, an ESG portfolio report and two factsheets we produce every month. In production everything is produced with Cinnamon; some marketing examples were laid out in InDesign. Each one can be opened.
ESG report to ASIP standard
Stewardship, ESG integration, Scope 1 and Scope 2 emissions, energy and water intensity.
View PDF →
ESG portfolio report
ESG rating distribution against benchmark, with explanations written for the client.
View PDF →
ESG factsheet, AKB
Sustainability policy, assets by ESG assessment, MSCI rating and exclusion criteria, per fund, every month.
View PDF →
ESG factsheet, BLKB
Same production line, different brand: overall ESG rating, exclusion criteria and top holdings by rating.
View PDF →Every report comes in two channels: as a web report, interactive and readable on a phone, and as a print report with tables, infographics, headers and footers in your design.
Next step
Your ESG report, on your data
In half an hour we show how an ESG report to ASIP or the Swiss Climate Scores is produced in Cinnamon, and work out which data and rules you bring.
Free slots in the calendar, no Microsoft account needed.
Opens your mail client with the enquiry prepared.
Or call us:+41 44 454 84 84
Your contact
Thomas Tscherrig
Cinnamon · bmpi AG