BayernInvest: Integrating sustainability into reporting
BayernInvest offers institutional investors in master capital management a modular service that includes all relevant areas of fund administration, from accounting and reporting to performance measurement and analysis to risk management.
BayernInvest reporting provides the information not only at a legal funds level, but also offers numerous reports at an individual segments or direct investments level. Furthermore, information at all levels is integrated into a comprehensive overall report.
Sustainable quality and effect
Sustainability-focused investors have an interest in information that goes beyond traditional reporting. For example, they want to know,
• whether their requirements for the integration of social and ecological criteria in portfolio management, such as the use of exclusion criteria, are being adhered to comprehensively;
• what the situation of social and ecological services of the company and states in the portfolio is or
• the specific contribution that their portfolio makes to environmentally friendly and sustainable development.
Therefore, BayernInvest offers them the opportunity to integrate social and environment-related performance indicators in their reporting. This means that they receive, for example, information about the CO2 emissions of a company represented in a portfolio (carbon footprint) or their rating from a sustainability ratings agency.
When evaluating a company’s sustainability quality, we have been collaborating successfully with the well-known sustainability ratings agency ISS-oekom for many years. For around 25 years, it has been analysing and evaluating the sustainability performance of companies and currently counts among the worldwide leading sustainability ratings agencies.