Key takeaways
We know some people like to venture out into the winter craze. Are you one of them? Well, at Datia, we prefer to keep ourselves warm at our desks. So you can imagine how this January has been a very productive month over here. And we are proud to share some key improvements to our sustainable finance platform so far.
As always, if you have any suggestions, feel free to reach out to us at hello@datia.app or simply reply to this email.
Sustainable Investments
Fund of Funds
Now you can also screen the proportion in Sustainable Investments of your FoF. You can choose one of three paths to screen your FoF:
- Apply your methodology to screen each of the underlying assets of the funds, thanks to Datia's look-though solution
- Use the Sustainable Investment percentage declared by the funds in their EET files. Datia's library has 250,000+ EET files distributed through MorningStar
- Prioritize EET files, but if the data is not available, apply your methodology to the underlying assets
Sustainable Investments Moderate Category
Now the assets in your portfolio can be classified into four categories: Sustainable, Not Sustainable, Uncovered, and Moderate.
The fourth category was added to accommodate assets that pass negative screening and "do no significant harm" screening. However, these assets do not pass the positive contributions screening defined in your methodology.
Classifying assets as "moderate" alleviates concerns about ambiguous regulatory requirements or the absence of data.
European ESG Template (EET)
Datia's EET Builder is now up-to-date with the latest version (V 1.1.2). Here's a helpful summary:
- The new fields are automatically answered by Datia's software and you will see the answers in the exported files
- The update applies to all previous quarters
- Don't worry. All your answers to the EET questionnaire in previous quarters are saved and unchanged
- Note that the validator of your choice might still not support V 1.1.2
