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Add sustainability to your list of solutions

Fund Management Companies are expected to relieve the regulatory burden of your clients, including sustainability risk analysis and disclosure compliance. Let your clients rely on your expertise.

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“It can be very challenging to manage funds sustainably without a platform like Datia.”

Solutions to equip ManCos for sustainable finance

Risk Management

Easily identify sustainability risks in your clients’ portfolios
Screen portfolios to identify controversial business involvements or activities in sanctioned nations
Learn the ESG scores of your clients’ portfolios and compare them with the indexes and funds
With one click, export presentations with ESG scores and involvements
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European ESG Template

Build the EET files for all of your clients in a fraction of the time
Use a step-by-step questionnaire designed to summarize the template
Automatically import Principal Adverse Impact indicators of your clients' portfolios
Count on Datia to keep the template updated according to the latest version of the EET
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Help your clients integrate Principal Adverse Impact indicators into their investment strategy
Gather data and automatically calculate mandatory and additional PAIs
Evaluate the progress of the indicators quarterly and compare them with indexes and funds
Export PAI statements in editable format or pdf, in multiple languages
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Sustainable Investments

Easily report Sustainable Investments in pre-contractual and periodic reports
Follow a step-by-step guide to create a sustainable investments' methodology for your clients
Automatically calculate what percentage of your clients’ portfolios are sustainable investments
Understand in detail why each investment was classified as “sustainable” or “not sustainable”
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Evaluate your clients’ portfolios through the lenses of Sustainable Development Goals
See what percentage of AUM is contributing to each SDG
Easily screen portfolios to show the SDGs commitments of each holdings of your clients
Help your clients identify investment opportunities that better match their sustainability strategy
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Take the first step to optimize your sustainable finance work