ESG-Services

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 > ESG Workshop & ESG Concept
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 > ESG Reporting
 > Sustainability Report

Overview

The topic of sustainability (ESG: environmental, social and governance) continues to grow in importance. Complementa supports clients in answering the relevant questions as well as in developing and implementing appropriate solutions, based on the client’s commitment to sustainability. To this end, Complementa runs a centre of excellence where expertise and experience in ESG projects are pooled. ESG reporting based on the Swiss Pension Fund Association (ASIP) ESG reporting standard and the evaluation of sustainability in the implementation process help management bodies to assess developments and potential measures, and communicate with stakeholders (e.g. in the annual report or on the website).

ESG Workshop & ESG Concept

Any investor should develop its own framework for adressing sustainability aspects. Creating a common understanding of sustainability is essential for this, as well as being the starting point for implementation in the portfolio. This is often challenging, particularly as those responsible usually have different views. Complementa provides expertise, practical examples and a moderated discussion to support this first step in ESG workshops. Rather than prescribing ESG definitions, the initial focus is on aligning the various expectations and understandings of ESG. This establishes a structured basis for the subsequent process.

The ESG concept transforms the jointly defined understanding of sustainability into a verifiable commitment to sustainability. Complementa translates the understanding of values, the principles of action and selection, and the monitoring process into a written concept and reviews the extent to which adjustments to the investment guidelines are necessary.

ESG Implementation

Complementa supports investors in implementing the ESG concept, ensuring that it does not remain merely theoretical but is put into practice. Based on client-specific requirements, we identify suitable asset managers or products that take the sustainability principles into account in the best manner possible (manager selection).

ESG Reporting

Our ESG reporting is based on the standard of the Swiss Pension Fund Association ASIP (quantitative section; asset class-specific key figures). We report on key figures for both the portfolio and the asset classes, comparing the values with those of the benchmarks. Complementa‘s ESG report offers the added value of not only showing the results and the need for action in relation to the total assets, but also identifying the causes at the level of the individual asset classes.

Sustainability Report

Our sustainability report is based on the ESG reporting standard developed and recommended by the Swiss Pension Fund Association (ASIP). Combining qualitative and quantitative aspects, the report goes well beyond the scope of ESG reporting. It includes, among other things, the client-specific sustainability strategy, targets and measures, as well as key figures and information on the integration of ESG criteria into the investment process, and on stewardship matters such as exercising voting rights and engagement.

The report provides comprehensive transparency and serves as a tool to help the management body identify areas for action relating to the various sustainability aspects of the portfolio, as well as reporting to stakeholders and fulfilling social expectations in this regard.