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ESG Competence Center

Climate check: The concise analysis of your portfolio

Agnes Rivas has been part of the ESG Competence Center since the beginning of 2024 and is responsible for client support in the area of sustainability and the further development of services.

/ Agnes Rivas, Senior Client Advisor Sustainability

Launched in summer 2023, the Climate Check from Picard Angst's ESG Competence Center has met with a very positive response. A representative number of participants with total assets of more than 100 billion benefited from a concise, data-driven analysis of the relevant climate indicators of their investment allocation. As the question of how to invest more sustainably will continue to occupy us in the investment year 2024, we are offering the Climate Check again.

How climate-friendly is your portfolio? How does it compare to your peers?

The declared net-zero goal of the financial center, the increasing demand for responsible investments and specific efforts on the part of regulators and industry associations are bringing these issues to the fore. With the Swiss Climate Scores and the ASIP Reporting Standards, investors are also required to address climate issues and transparently disclose key climate figures.

Picard Angst's Competence Center can help. Thanks to our comprehensive database and our many years of experience in the collection and interpretation of key financial figures, we can provide you with a concise, informative factsheet containing the most important climate indicators for your portfolio – our Climate Check. You will receive detailed information on carbon intensity, exposure to fossil fuels and implied temperature rise, including a peer group comparison.

Example of a report

With the climate check, you benefit from:

  • A solid assessment of your current situation: a basis for discussion and decision-making in order to identify levers or plan further steps
  • Full transparency: independent, comprehensible, and data-based evaluation of your portfolio
  • A peer group comparison: consolidated overall score for a meaningful comparison with the peer group

It's that simple

Send an Excel file of your portfolio data with ISIN and weight details at the end of 2023 to esgcheck@picardangst.com, latest by March 2024. We will take care of the rest. If you need further information, we look forward to receiving your inquiries.

Further information on the climate check

ESG Competence Center

The Picard Angst ESG Competence Center’s expertise allows you to simply and flexibly combine your individual investment strategy with the ESG strategy to support your success. The result can be obtained as a mandate, product or service. You choose the modules. We ensure that they are implemented successfully.

Your contacts

Agnes Rivas

Senior Client Advisor Sustainability

Agnes Rivas

Senior Client Advisor Sustainability

Agnes Rivas has been part of the ESG Competence Center since the beginning of 2024 and is responsible for client support in the area of sustainability and the further development of services. Prior to this, she worked for over 10 years at a major bank as a strategy consultant for institutional investors, focusing on strategic investment issues and sustainability. She holds a CFA Certificate in ESG Investing, a double master's degree in International Management and Marketing from the University of St. Gallen and a degree in International Relations from the University of Geneva.

Call +41 55 290 50 36 Send e-mail Go to LinkedIn profile

Daniel Gerber

Head of Market Switzerland & Chief Sustainability Officer

Daniel Gerber

Head of Market Switzerland & Chief Sustainability Officer

Daniel Gerber has been Head of Business Development since the beginning of 2021 and is responsible for the expansion and further development of investment and customer solutions with a focus on sustainability, data science and securitization. As of 2022, he will take over the management of our ESG Competence Centre as Chief Sustainability Officer. He has over 15 years of experience in the financial industry. He held senior positions at major Swiss banks and fund companies. He holds a Bachelor in Business Administration from HWV Bern and a Master in Banking & Finance from FHNW.

Call +41 55 290 50 16 Send e-mail Go to LinkedIn profile

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This document and the free service described herein are provided by Picard Angst AG (Picard Angst). Picard Angst is a corporation under Swiss law and is regulated by the Swiss Financial Market Supervisory Authority (FINMA) as a manager of collective assets pursuant to Art. 2, 24 ff. of the Financial Institutions Act (FINIA). The free service described in this document does not constitute a financial analysis as defined in the “Guidelines to ensure the independence of financial research” issued by the Swiss Bankers Association – SBVg in its latest version. By making use of the free service and providing the portfolio data referenced herein, you consent to the processing of your data by Picard Angst AG for the purpose of delivering the service. The free service is provided for informational purposes only. Picard Angst does not guarantee (expressly or implicitly) the accuracy, completeness, or timeliness of the service or any results derived from it – even where due care has been applied.