Mutual Funds, ETFs and Fixed Income support
Our data platform automates mapping of bonds and stocks to their issuers, allowing Datia to cover hundreds of thousands of global bonds.
Additionally, we’re able to automate look-through of Mutual Funds and ETFs, to cover your customer’s portfolios fully, regardless of its constituents.
ESG insights and screening
Datia expands the ESG framework to clarify the real impact of the companies on the planet and society, and allows investors to understand the contributions of their portfolios.
Our Controversial Product Involvement and Sanctioned Nations screening identifies companies involved in a range of products, services or geographies that investors typically look to avoid.
Automated sustainability reports
With only 3-clicks, Datia enables advisors to export beautiful sustainability reports for each of your customers, covering portfolio level insights and most-impactful investments.
SFDR, EET template & EU Taxonomy compliance
Datia’s EU Sustainable Finance solution automates reporting by providing
Principle Adverse Impact and EU Taxonomy alignment data on over 10.000 corporates.
Our proprietary template performs portfolio level calculations and is able to export fully compliant article 8 and 9 reports so that you can easily comply with the regulatory requirements.
Sustainable Development Goals alignment
Our SDG dataset allows investors to easily understand and report on the impact of their portfolios towards the UN Sustainable Development Goals.
Our approach goes beyond self reported SDG contribution and allows investors to select the sources they trust the most.
More can benefit from our solutions
Automate regulatory reporting and impress your clients.
Give your users access to sustainability data they actually understand.
We work with some of the most reputable financial institutions in the Nordics with
managed by our customers.
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