PAI Statement (SFDR)
Sustainable Investments (SFDR)
End Client Report (MiFID II)
European ESG Template (EET)
Join forces with the network of investors and actively contribute to the sustainable transition within your investments and stewardship practices.
Foster active ownership of your portfolio
Your whole team can manage your engagement with companies from one platform
Have a quick overview of the status of all your engagements
Easily track the SDGs being discussed in the meetings resolutions and the voting outcomes
Collaborate with other owners to increase the success rate of you corporate governance
Here's how Datia can help you:
Easily track the engagements between your fund and the companies, including General Meetings, Nomination Committees and Impact Discussions
Create annual and extraordinary general meetings with resolutions categorized and SDGs aligned
Save historic candidates proposed and how their votes went
Create and track impact discussions, while keeping everyone on the loop about the status and outcomes
Take the first step to optimize your sustainable finance work
Download our brochure
More resources to support your stewardship
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.
Transparent reports on portfolio and company-level, backed by lots of data.
Here’s your chance to align your sustainability vision with your investment strategy.
Quickly assess what percentage of your portfolio are sustainable investments.
Deliver best-in-class customer experience with tailored sustainability reports
Trusted by reputable investors with €200B+ AUM
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