Sustainable Finance

Take your place in financing the transition to a sustainable future.

Sustainable Finance will fund the transition to a sustainable future. To get there, financial institutions need to integrate environmental, social and governance (ESG) considerations into their strategy and business decisions. For many, this comes with challenges but also opportunities.

On the one hand, financial institutions must adapt their investment, lending or underwriting strategies, risk management processes and reporting on non-financial matters. On the other hand, financial institutions stand to benefit from the growing demand for ESG-focused investment products as well as financing and insurance solutions that support their clients’ transition to a more sustainable economic system. 

We help you align your business to the expectations of regulators, investors and clients and achieve long-term success with an uncompromising commitment to excellence in your core business.

Our services span ESG Risk Management, ESG Business Integration, Non-Financial Reporting and Disclosures as well as Sustainability Assurance

Work with KPMG to enhance your reputation, improve risk management and differentiate your business.

Let’s uncover the opportunities of Sustainable Finance together!

Corina Wipfler

Partner, Financial Services & Sustainability Services

KPMG Switzerland

Alexander Lacher

Partner, Financial Services, Head Insurance Advisory

KPMG Switzerland


Why KPMG services?

  1. Deep Industry Insight and Competitive Advantage

    We help banks, insurance companies, and asset managers understand their unique role in financing businesses and the economy, equipping them with insights to gain a competitive edge.

  1. Build Stakeholder Trust through Reliable Reporting

    Strengthen relationships with stakeholders by meeting regulatory standards and delivering meaningful, authentic, and reliable sustainability reports backed by robust governance structures and control frameworks.

  1. Comprehensive Risk and Impact Management

    Protect the value of your portfolios by managing climate and sustainability risks while gaining a clear view of the positive and negative impacts of your investment, financing, or underwriting decisions.

  1. Data Reliability through Technology Solutions

    Enhance data accuracy and reliability with our advanced technology solutions, providing you with the tools needed for effective decision-making.


Understanding client struggles & addressing key pain points

For leaders at all levels, navigating a sustainability transition calls for a clear understanding of ESG responsibilities and the right expertise across governance, reporting, risk assessment, and data management.

Board members, CEOs, CFOs, and other senior executives should each ask critical questions about their institution’s preparedness: Are we equipped to identify the major risks and opportunities in sustainable finance? Do we have accountability structures that align with our ESG goals? How robust are our non-financial reporting processes, and do we have mechanisms in place to assess and mitigate greenwashing risks?

This overview highlights the common challenges facing financial institutions in connection with ESG.

Complexity of the regulatory landscape

The regulatory ESG landscape has been significantly changing over the past 5 years.

Requirements are scattered across various legal documents, are fast-changing and must be systematically monitored and impact assessed.

Prioritization & governance

On the management level and within the overall organization there is a lack of knowledge of ESG, related trends and market developments.

Financial institutions need to prioritize ESG-related topics and assign responsibilities within the governance framework.

Sustainability reporting system

Financial institutions need to ensure robust process integration; this requires specific know-how for a redefinition of business processes, potentially including the implementation of new accounting systems and expansion of internal control systems with respect to non-financial information.

Sustainability risk assessment

Current risk models do not always adequately consider sustainability risks and therefore need to be enhanced.

Apart from finding the expertise, finding the right data is also critical and only parts of it are available in the market (e.g. data providers cover the likelihood of natural disasters at a certain location, but to calculate the exposure this information needs to be enhanced by geolocation data).

Data sources & rating mechanisms

Financial institutions need to find the right data providers that deliver the information necessary to cover their investment portfolio.

Financial institutions often need multiple data providers and subsequently also need to combine the data-points of these data providers as well as to combine them with internal ESG data (e.g. on diversity).

Consistent front-to-back integration

ESG considerations impact on almost all processes, tools and functions throughout the value chain of a financial institution which needs to consistently implement and execute the (often non-binary) ESG considerations front-to-back (e.g. across the Front, Middle Office, Back Office, etc.)


Tailored solutions for your industry

  1. ESG in banking

    As banks and their customers consider future allocations of capital, ESG issues are likely to be increasingly at the forefront of their considerations.


    We are working with regional and global banks to build ESG rules and structures that support their public net zero commitments, help fulfil regulatory expectations and assist in achieving a just transition for their stakeholders.

  1. ESG in asset management

    Growth in sustainable investment is accelerating.


    This brings a suite of challenges for asset managers, as ESG considerations should be factored into investment strategy, reporting, assurance, risk and due diligence and tax.

  1. ESG in insurance

    Insurers are key players in the transition to a greener economy. Our experts have local and global experience with insurers worldwide and understand the broader ESG ecosystem.


    We offer ESG solutions across product development, underwriting, reinsurance, asset management, distribution, claims management, climate modelling, data and technology, risk management and people and culture.

  1. ESG Technologies

    Our services include ESG assessment and professional support in developing an ESG strategy for your company, utilizing sustainable technical solutions such as decentralized ledger and blockchain technologies.


    Implementing these innovative technologies not only ensures compliance with ESG standards - a crucial factor for business partners - but also strengthens your reputation and builds trust with stakeholders.


    Additionally, sustainable and efficient technologies offer the potential for long-term cost savings by reducing your operational expenses.

Partnering for success: submit your interests & open questions

A sustainable future affects us all. Keep up with the rapid pace of change.

We stand out with our bespoke services, working with you shoulder-to-shoulder in a tailored manner, combining deep industry expertise with ESG knowledge and drawing on our international expert networks.

Contact our experts if you have questions or would like to discuss industry trends.

Meet our experts

Corina Wipfler

Partner, Financial Services & Sustainability Services

KPMG Switzerland

Alexander Lacher

Partner, Financial Services, Head Insurance Advisory

KPMG Switzerland