Sustainable Finance Disclosure Regulation (SFDR)

With the right platform, complying with SFDR and reporting on Principal Adverse Impacts can be much simpler than it sounds.

We equip your team to integrate SFDR into your investment strategy

Save Time

Automate calculations of Principal Adverse Impacts for both entity and product level

Comply

Simplify the creation of Principal Adverse Impacts statements

Discover

Evaluate your products’ performance in specific PAIs over time and compare it with indexes of your choice

Share

Share SFDR-related information with the distributors using the standardized European ESG Template (EET)

Here’s what you will be able to do with Datia

Portfolio-level calculations

Automates data gathering and calculations of mandatory and additional PAIs for your portfolio and entity

PAI time series

In simple dashboards, evaluate the progress of your funds’ indicators quarterly and compare with the indexes of your choice

PAI statement

Easily fill in and export with one click your PAI statement in English, Swedish, Danish, Norwegian or Finish

EET Builder

Complete a simple questionnaire and download standard machine-readable European ESG Template ready to share with your potential clients

Ready to learn more?

Our team will be happy to answer your questions and walk you through the platform.
Thanks for your interest!
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More tools to foster sustainable investment

We work with some of the most reputable financial institutions in the Nordics with  €110B+ AUM  managed by our customers.