What is Swiss Climate Score Reporting?
In order to reduce greenhouse gas emissions to net zero by 2050, Switzerland has decided on self-regulation with the Swiss Climate Scores. The Swiss Climate Scores, developed by the Confederation in cooperation with the financial industry, aim to make the climate-compatible orientation of financial investments visible.
Voluntary instrument for fund managers
For the various market participants in the fund industry, this new transparency requirement first and foremost means more work, because the Swiss Climate Scores are intended to provide private investors with meaningful and comparable information on how climate-friendly their financial investments are.
In order to minimise the effort required to produce these reports for fund managers, FE fundinfo offers the production of a Swiss Climate Score Reporting. FE fundinfo has years of experience in the field of ESG reporting in Switzerland as well as in the production of regulatory reports. The focus is on providing you with reports based on your chosen data provider and in your design. Our work is designed to support you in the best possible way so that you can focus on the real business.
How we can help
Automated complete solution
Our complete and automated solution allows you to generate a monthly or annual report for your funds and portfolios without much effort.
Regulatory reporting expertise
Our experienced team has more than 15 years of experience in the preparation of regulatory reports. In addition to Swiss Climate Score Reporting, we also offer SFDR and TCFD Reporting. Our Regulatory Managers continuously monitor regulatory developments and ensure that the reports are adapted at all times.
Use the Swiss Climate Scores to provide meaningful and comparable information and ensure greater transparency on the climate compatibility of investments. Like this, you make it easier for your investors to make a contribution to climate goals.
Our dedicated data and technology teams produce more than 550,000 regulatory documents every year. Our expertise in document production delivers consistent results that are aligned with your unique business requirements and disclosure obligations.
Through our systems, we ensure that the same data is reflected in your marketing documents and regulatory documents.
We are data provider agnostic and support the provision of data in all forms and from various sources to facilitate embedding into your own systems. We accept data from csv and xslx files as well as from internal or third-party providers.
Publication and dissemination
FE fundinfo's data experts support you in the publication of the reports as well as in the smooth transmission of ESG-related data.
Fully integrated solution
By combining our expertise in creating factsheets with our understanding of sustainability factors, we are able to offer a fully integrated solution. By expertly combining financial and non-financial data, we put ESG at the heart of your existing factsheets.
FE fundinfo offers you a flexible data delivery model with the additional option of fully outsourcing the creation of your reports to us. This includes the consolidation of your ESG-related data, reconciliation with data availability, all calculations and the provision of the associated documentation.
FE fundinfo has successfully completed its transition to, and the production and dissemination of, the revised Key Information Documents (KIDs) for Packaged Retail and Insurance-Based Investment Products (PRIIPs), in time for the European deadline of 1 January 2023.
To promote sustainable financial investments, the Swiss Federal Council launched the Swiss Climate Scores in June this year. Does this represent a step forward or does it simply mean more work for fund managers?
Global Regulatory Outlook 2023
The regulatory changes set to shape the future of global fund management and distribution in 2023
ESG Whitepaper 2022
In this whitepaper, we explore the next steps of ESG’s journey into the mainstream, including advances made in regulation and data provision, where the gaps still lie, and how companies, fund providers and investors can avoid the dangers of greenwashing.
Case Study - FactSet
Senior Director for Wealth Management Strategy Greg King says flexibility and choice were key in choosing FE fundinfo data feeds.
The latest European ESG Template (EET) news
As at the end of August, FE fundinfo has received European ESG Templates (EETs) for over 94,000 share classes or products from 287 providers. Interesting insight is drawn from the 6000 Article 9 funds as at least 1,500 funds might need to review their Article 9 status.