Strengthen investor engagement through transparency with our comprehensive ESG report production solution

BACKGROUND  

Swiss Life Group is one of Europe’s leading comprehensive life and pensions and financial solutions providers and has been present in the market for over 160 years. In the pursuit of its core business, financial provision and advice, Swiss Life contributes directly to the sustainability of society and the economy. Over and above this, the company acknowledges its responsibility as an employer and in relation to the environment. Several years ago the company prophesised its importance and the benefits of proactively providing clarity on ESG-related exposure of their investments. Swiss Life Asset Managers, the asset management division from Swiss Life Group, decided to further level up by voluntarily implementing portfolio ESG factsheets in 2019. 

However, the production of such factsheets may be complex and require specialist technology and data management capabilities which is why the firm turned to FE fundinfo – a specialist in ESG reporting, screening and positioning ESG credentials – for help.  

THE OBJECTIVES   

Our client looked for a bespoke solution made up of several types of data and content across multiple language versions at scale, delivered as a standalone document, fulfilling the following objectives: 

• Multiple data sources 
• Jurisdiction-specific versions 
• Multiple language versions 
• Alignment with other reports 
• Data integrity & accuracy  
• Bespoke solution 
• Automation
• Scalability  

ACHIEVEMENTS  

We are pleased to have been able to produce the Swiss Life Asset Managers ESG factsheet for a number of years delivering the following outcomes:  

• Streamlined management & processing of data coming from multiple sources as well as conducting calculations thanks to FE fundinfo’s data-agnostic approach. 
• Resource saving on required regulatory horizon scanning ensuring the output is aligned with any ESG regulatory developments and subsequent changing requirements. 
• Risk mitigation thanks to ensuring data used is of highest quality, accuracy and timeliness and standardised across this and any other outputs. 
• Compliance with industry standards guided by advice from FE fundinfo in ESG reporting space. 
• Flexibility of the template providing the ability expand the base template by additional required components such as SFDR or Swiss Climate Scores content. 
• Enhanced relationships & client retention of key institutional clients wanting to know sustainability levels of their portfolios as well as data providers and third parties as a result of ongoing collaboration. 
• Operational efficiencies achieved by workflow-based solution streamlining data processing and document production at scale, across four distinct languages.  
• Creation of a comprehensive report in a fully customised and branded format leveraging off our flexible template capability. 

STATISTICS