Insource ESG reporting expertise
With our end-to-end solution you can automate your regular reporting needs. Our service helps you reduce the administrative burden on in house teams, from data validation, to design and delivery of ESG Reports in flexible formats.
Comply with new ESG disclosure rules of the SFDR
Our ESG Reporting service helps you satisfy transparency obligations and reporting requirements at product level. The solution allows a multidimensional disclosure of risks and a standardised and objective framework for dynamic assessment and measurement
Customised Reporting – designed around you
All reports are built around your brand and requirements, ensuring seamless integration. They can be produced in multiple languages supporting your global distribution efforts and allowing you to meet specific country requirements.
Free up your internal resources and scale. Insource our expertise for all your ESG reporting challenges including fact sheet creation and bulk processing. We will give you and your team the confidence and time to focus efforts on your core business.
We support data delivery in all forms, from various sources, and adapt to your existing systems. From spreadsheets, to APIs and from internal to third party sources, we can ingest this data. In addition to the ESG reports created, we can return the underlying, processed, clean data back to you as a single datafeed.
We offer comprehensive expertise across ESG investing topics and have global experience with leading asset owners and asset managers to help you to formalide your thoughts on ESG criteria and develop your own ESG policy.
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ESG Investment Reporting
Get access to FE fundinfo's Data Feed and thus to correct, reliable and configurable fund data. You can customise your Data Feeds to your requirements and easily integrate them into your existing systems.
Boost your efficiency and get immediate access to high-quality fund documents with our Document Feed service. We provide full coverage of the main fund distribution markets in UK, Europe as well as Hong Kong and Singapore.
Regulatory Data Templates
We will collect and validate your data, populate the required templates and send the data wherever it is needed. Our service helps you meet the requirements for the European MiFID II template (EMT) and the Defined Contribution Pension Template (DCPT).
SFDR Fund Reporting
Comply with the new ESG rules on transparency, disclosure, internal policies and reports with our SFDR reporting module. We help you to produce timely and accurate documents, and to minimise compliance risks. The SFDR and Taxonomy Reports will be updated on a monthly basis to meet new regulatory requirements or to include better and more reliable underlying data.