Key takeaways
As the work related to sustainable finance grows increasingly complex, Datia continues to evolve to support our customers. An example is the new EU Taxonomy Module, allowing you to easily analyze and visualize how the economic activities of your investments are aligned with the EU Taxonomy Regulation, contribute to the transition to a greener economy.
Below is an oversight of the features we've updated that can equip you to better integrate EU Taxonomy into your investment strategy.
If you have any suggestions, feel free to reach out to us at hello@datia.app.
EU Taxonomy Module
Portfolio-level reports
Get a complete aggregation and breakdown of your portfolio’s EU Taxonomy eligibility and alignment from reported only or/and estimated data.
Company-level data
See detailed EU Taxonomy eligibility and alignment of each company in your portfolio and their economic activities.
Progress through time periods
Filter out the taxonomy classification by the year and quarter of each portfolio.
Navigate through classification criteria
Quickly evaluate your taxonomy breakdown by environmental objective (mitigation, adaptation), asset type (Subfunds, Companies and/or Sovereign Bonds), and financial criteria (Turnover, OpEx, and CapEx).
How does the EU Taxonomy Module improve your overall processes?
1. Save Time
- Monitor your portfolio's taxonomy alignment or non-alignment over time
2. comply
- Identify taxonomy values that comply in order to include them in your SFDR and EET
3. Discover
- Visualize how companies in your portfolio are positioned on their alignment ratios and economic activities
4. Improve
- Find new investment opportunities and ways to improve your sustainable investment strategy
