Resources

Here you can find guides, whitepapers, and presentations for a deeper understanding of sustainable finance regulations and of Datia's solutions to automate your sustainability analysis and reporting.

Guide

ESMA Guidelines on Funds' Naming

A concise guide to the latest ESMA Guidelines on fund naming, helping managers ensure compliance with ESG and sustainability-related requirements

March 5, 2025

Brochure

Datia & Stamdata Partnership

Learn how Datia & Stamdata collaborate to enance Nordic financial data integration by integrating financial and ESG data, expanding market coverage and strengthening financial infrastructure for asset managers, banks, and investors.

December 12, 2024

Brochure

Datia's brochure

Learn how Datia automates ESG & SFDR workflows for forward thinking investors.

September 13, 2024

Guide

Label ISR : Mode d’emploi

Ce document est conçu pour les gestionnaires d'actifs souhaitant obtenir ou maintenir le label ISR selon les nouveaux critères définis par le référentiel entré en vigueur en mars 2024.

September 10, 2024

Guide

UK SDR guide for Asset Managers

This document is a summary of the UK Sustainability Disclosure Requirements and tailored for asset managers looking to comply with the regulation in 2024.

January 12, 2024

Guide

Article 8 Checklist for Financial Products

In this document, we will show you the steps to launching a financial product under SFDR’s Article 8 or to “upgrading” your existing product.

December 6, 2023

Guide

Mastering Sustainable Investments: A complete guide to create your methodology

A step-by-step guide to help asset manager and wealth advisor navigate the process of creating a full methodology to assess sustainable investments.

October 6, 2023

Guide

Sustainability-related regulations and frameworks impacting the European financial market

Get an overview and prepare for potential upcoming changes in the sustainability-related regulations and frameworks affecting European financial markets.

August 8, 2023

Guide

Mastering SFDR: a complete guide to upgrade your funds

We use a pragmatic approach to explain exactly what you need to do in order to comply with SFDR and hopefully thrive in the next years, when demand for sustainable finance readiness will continue to grow.