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Sustainability data and reports for multi-asset portfolios

Datia equips Pension Funds, Insurance Companies, Family Offices, and Endowments with technology and data mapping, ensuring complete sustainability analysis and reporting of complex portfolios.

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“Datia is a partner willing to navigate the regulatory changes with us, developing practical solutions.”

Solutions for Asset Owners’ sustainability work

Mutual Funds, ETFs and Fixed Income

The data infrastructure needed to evaluate sustainability metrics of complex portfolios
Universe of 210,000+ Mutual Funds and ETFs
Automatic mapping of bonds and stocks to their issuers
Look-through of Mutual Funds and ETFs giving you full access to sustainability KPIs of entire portfolios, regardless of their constituents

Principal Adverse Impact (SFDR)

Screen and report Principal Adverse Impact indicators of your complex portfolios
Evaluate the progress of the indicators quarterly and compare with the indexes and funds
Gather data and automatically calculate mandatory and additional PAIs
Export your PAI statement in editable format and pdf, in multiple languages
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Sustainable Investments (SFDR)

Easily assess and report the proportion of Sustainable Investments of your portfolios
Follow a step-by-step guide to create your sustainable investments' methodology
Automatically calculate what percentage of your portfolios are sustainable investments
Understand in detail why each investment was classified as “sustainable” or “not sustainable”
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Risk Management

Identify sustainability risks in your portfolios
Identify investments with controversial business involvements or acting in sanctioned nations
Analyse in detail each of the companies within your portfolios
With one click, export presentations to share with clients and stakeholders
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SDGs

Evaluate your portfolio through the lenses of Sustainable Development Goals
See what percentage of AUM is contributing to each SDG
Easily screen your portfolios to show the SDGs commitments of each of your holdings
Search and identify investment opportunities that better match your sustainability strategy
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Seamlessly integrate your systems and data through Datia’s API

Ingest your portfolios or any in-house data from your systems

Automate your sustainability research and reporting with Datia

Export insights and reports directly into your systems

Take the first step to optimize your sustainable finance work