Optimise your ESG and SFDR Report production

Automate the production of your ESG Investment Reports using our leading report production platform. 

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ESG Reporting

Meet international ESG reporting and disclosure requirements with our tailor-made solution. With the help of our ESG (Environmental, Social and Governance) reporting solution, your investment products are analysed and evaluated on various sustainability criteria to provide a rounded view of their ESG profile.

Data accuracy and compliance is first and foremost when building a trusted brand and offering. Each data file is validated to ensure complete accuracy.

Our Configuration Tool allows you to customise your documents and strengthen your brand through consistent output. Take control of the design of your templates and build greater engagement with your investors with our HTML documents, including interactive charting and fully responsive mobile viewing.

All user permissions are controlled and documents much be accessed via a secure portal. The portal documents a trail of completed actions, essential for any transparent, compliance process. Published documents are archived for 10 years should there be a need to review them in future.

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