20210906_Sphere Event Genf

1. We make financial
technology easier.

2. We make financial
technology easier.
Ahead of the Curve:
Smart ESG
Reporting
for EAMs

3. Who we are …
Etops Group AG
Etops AG
Multi-bank solutions
Platform for wealth
& asset management
Family office
& UHNWI reporting
Sustainability
(ESG) reporting
Regulatory compliance
MiFID II, FIDLEG, UCITS, BVV2 etc.
Marketplace for EAMs
PMS/CRM
Evolute AG acquired
in Dec. 2020
Axeed AG
Digitalization
Frontend solutions
Printable reports
Interactive dashboards
& mobile solutions
Data science
& analytics
Analysis of
unstructured data
AI/Analytics
driven Sales
Key facts
• Swiss company
• founded 2010
• 3 locations
• > 100 employees
• > 135 clients
• > 50 custodian banks connected
• > 150 billionCHF
assets under operation

4. We make it easier for you.
Etops solutions for the financial
sector make day-to-day work
easier, complex tasks more
manageable, and the information
more comprehensible for the
end customer.
We make life easier
in a world of data.
Solutions for
• Wealth management
• Private banking
• Family offices
• Pension funds
• HNWI-UHNWI Reporting
• Data analytics
• Data science

5. What Is ESG, andWhy Is It Important?
The environmental
criterion considers how
companies use energy
and manage their
environmental impact
as stewards of the
planet.
The social criterion
examines how a
company fosters its
people and culture, and
how that has ripple
effects on the broader
community.
Governance considers a
company’s internal
system of controls,
practices, and
procedures, how an
organization stays
ahead of violations.
ENVIRONMENTAL SOCIAL GOVERNANCE
Why is ESG becoming a key requirement?
• Growing popularity
• Sustainability becoming mainstream
• Ethical factors
• No negative impact on performances
• Risk mitigation aspects
• Forthcoming regulations
• Investors supporting the idea
• Catering the changing needs of investors
We make it easier to deal with the required
ESG data, to embed it in processes and to
produce meaningful reports.
“Sustainable development is the pathway to the future we want for all.
It offers a framework to generate economic growth, achieve social justice,
exercise environmental stewardship and strengthen governance.”
Ban Ki-moon

6. Experience
Backend including data collection and aggregation , implementation of
dedicated algorithms, setup of infrastructure and provision of data and
calculated results for the frontend visualization.
GLOBALANCEWORLD
Globalance is an owner-managed Swiss private bank which invests in future
movers. Globalance advises private clients, families and foundations about how
they can invest their assets to benefit from future trends. With the Globalance
Footprint®, Globalance is the first bank in the world to show its clients the impact of
their wealth towards economy, society and the environment.
In November 2020 Globalance launched Globalance World - a digital, interactive
globe for sustainable investments. The "Google Earth for investors" provides
investors with extensive information about the climate path, the impact of their
investments on the economy, society and the environment and their exposure to
megatrends.

7. Solutions: Reports & Dashboards
Adds the necessary ESG transparency to
• Existing individual portfolios
• Consolidated investment portfolios
• Model portfolios
Parameters:
• Cloud-based or on premise
• Daily evaluations based
on ESG criteria
• Digitalized analysis in dashboards
• Paper-based reports (PDF)
• Benchmark comparisons
• Multi-bank capable

8. We make financial
technology easier.
A
Headquarters
Etops Group AG
Hinterbergstrasse 17
6330 Cham
Switzerland
T +41 44 500 15 00
M sales@etops.ch
www.etops.ch
&
Q Our Booth