PAI Statement (SFDR)
Sustainable Investments (SFDR)
End Client Report (MiFID II)
European ESG Template (EET)
End Client Sustainability Report
Datia equips Wealth Advisors to offer modern sustainability reporting to their clients, driving engagement and positive change.
Deliver best-in-class customer experience with tailored sustainability reports
With one click, download reports of your clients' portfolios including mutual funds, ETFs, equities, and bonds
In simple graphs, help you clients understand the sustainability impact of their portfolios
Identify investments that deviate from your clients’ sustainability requirements
Adhere to regulations requiring wealth advisors to consider clients’ sustainability preferences (e.g. MiFID II)
Here's how Datia can help you:
Sustainability distribution of investments
Show to your client what percentages of the financial products have sustainability as an objective (Article 9) or only environmental or social characteristics (Article 8)
Help your clients evaluate the ESG (Environmental, Social and Governance) performance of their 10 largest positions
Leaders and Laggards
Identify what companies within your clients' portfolios are the leaders and laggards in each of the ESG topics (Environmental, Social, and Governance)
Help your clients compare the ESG performance and sustainability KPIs of their portfolios with indexes and funds of their choice
Take the first step to optimize your sustainable finance work
Download our brochure
More resources about MiFID II
How Asset Managers use SDGs to assess the sustainability profile of their products
November 9, 2023
Everything you need to know about the green bonds market and the efforts to regulate it
October 19, 2023
Fireside chat: How to integrate sustainability into Wealth Management
More tools to foster sustainable finance
With the right platform, complying with SFDR can be much simpler than it sounds.
See how your portfolios are aligned with the EU Taxonomy.
Effectively create a European ESG Template to showcase the sustainable profile of your funds.
Here’s your chance to align your sustainability vision with your investment strategy.
Actively contribute to the sustainable transition within your investments.
Transparent reports on portfolio and company-level, backed by lots of data.
Quickly assess what percentage of your portfolio are sustainable investments.
Trusted by reputable investors with €200B+ AUM
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