PAI Statement (SFDR)
Sustainable Investments (SFDR)
End Client Report (MiFID II)
European ESG Template (EET)
EU Taxonomy Report
Easily analyse and visualize how the economic activities of your investments are aligned with the Taxonomy Regulation and contributing to the transition to a greener economy.
Analyse your investments in light of the EU Taxonomy
Automate calculations of amounts and percentages aligned with the taxonomy framework
Analyse & Discover
Identify the activities within your portfolio contributing towards a greener economy
Watch in graphics how the economic activities are aligned with the Taxonomy
Complete your portfolios' taxonomy report in one single tool and share it with your investors
Here's how Datia can help you:
Create yearly Taxonomy reports according to your financial KPIs for each fiscal year
Include Economic Activities
Identify if the activities are eligible for the Taxonomy according to their matching sectors and their activities, as listed in the regulation
Review the substantial contribution criteria, declare "do no significal harm" (DNSH), and the minimum safeguards from the OECD Guidelines and UNGC
Preview and Share Report
Quickly identify the Taxonomy alignment activities and their climate goals contributions. Then share the information with investors
Take the first step to optimize your sustainable finance work
Download our brochure
More EU Taxonomy resources
European ESG Template
Upcoming changes on the sustainable finance regulations and frameworks
June 9, 2023
A summary of the main challenges with climate-related data faced by FMPs, according to Eurosif's report
May 24, 2023
Pain-free EET: Showcase the sustainable profile of your products
More tools to foster sustainable finance
We help you with data collection, calculations, and reporting.
Portfolio insights, benchmarks, negative screening and granular data for each holding.
Effectively create a European ESG Template to showcase the sustainable profile of your funds.
Voting, nominations committees, and engagements.
Sustainable Development Goals connections, tracking and insights.
Quickly assess what percentage of your portfolio are sustainable investments.
Deliver best-in-class customer experience with tailored sustainability reports
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