Prepare your financial products to be relevant in the future
Asset managers face increasing demand for sustainability disclosure. Datia helps you eliminate manual work by gathering data, calculating KPIs for your portfolios, and more.
Get Started“The standardized and easily understandable reports from Datia are highly appreciated by our clients.”
Peter Beckman
Deputy Managing Director at Atlant Fonder
Asset managers’s one-stop-shop for sustainability work
SFDR
Integrate Principal Adverse Impact indicators into your investment strategy
Evaluate the progress of the indicators quarterly and compare with the indexes and funds
Gather data and automatically calculate mandatory and additional PAIs
Export your PAI statement in editable format and pdf, in multiple languages
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Sustainable Investments
Easily report Sustainable Investments in your pre-contractual and periodic reports
Follow a step-by-step guide to create your sustainable investments' methodology
Automatically calculate what percentage of your portfolios are sustainable investments
Understand in detail why each investment was classified as “sustainable” or “not sustainable”
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Risk Management
Identify sustainability risks in your portfolios
Identify investments with controversial business involvements or acting in sanctioned nations
Analyse in detail each of the companies within your portfolio
With one click, export presentations to share with clients and stakeholders
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SDGs
Evaluate your portfolio through the lenses of Sustainable Development Goals
See what percentage of AUM is contributing to each SDG
Easily screen your portfolios to show the SDGs commitments of each of your holdings
Search and identify investment opportunities that better match your sustainability strategy
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European ESG Template
Build the EET files to showcase the sustainable profile of your funds
Use a step-by-step questionnaire designed to summarize the template
Automatically insert Principal Adverse Impact indicators into your EET files
Count on Datia to keep you informed of updates in the template
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Stewardship
Actively contribute to the sustainable transition within your investments and stewardship practices
Easily track the engagements between your fund and the companies
Create annual and extraordinary general meetings with resolutions and SDGs aligned
Save historic candidates proposed and how their votes went
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Take the first step to optimize your sustainable finance work