Key takeaways
This November, we have released a number of product enhancements, designed to help you reduce manual input, save time, and gain deeper insights into sustainable investment decisions that are designed to give you more control and streamline your work processes.
If you have any suggestions, feel free to reach out to us at hello@datia.app.
Here’s a summary of the key updates:
Sustainable Investments
Automate EET data points (available for both Sustainable Investments and EU Taxonomy)
For EU Taxonomy,
- Automate the inclusion of required fields in the EET export.
For Sustainable Investments,
- Auto-populate related EET fields using your preferred methodologies. Any additional PAIs included will now be automatically flagged in the EET export.
Principal Adverse Impact (PAI)
Gain deeper insights with historical PAI data
Track the evolution of an asset of the years.
Open detailed views
Open detailed views to check data sources, reporting periods, and the latest update date in Datia.
ESG
Adjust business involvement
Adjust Business Involvement to align with exclusion criteria. This includes showing or hiding business involvements across portfolios, even when no holdings are impacted.
Flag specific companies
Flag specific companies as involved in particular activities and add descriptions. These updates will reflect in PDF exports.
Norwegian Exclusion List
Quickly identify if your portfolio includes companies flagged by the Norwegian Exclusion List
Methodology Transparency
- Access detailed explanations of ESG score calculations via a new “Read More” feature.
- Interested in tailoring ESG scoring methodologies? Use the "Create Your Own Methodology" button to express interest in future iterations.
New Filtering Options
- Apply filters by Quarter and Fiscal Year in the insights overview.
- Use the updated Sector filter, replacing “Industry" for more precise segmentation. This includes two levels of clustering, consistent with the PAI module.
PDF Export Enhancements
Export data by specific Quarter and Year.
Temperature Score
Temperature Score Methodology for Science-Based Targets (1.5)
Datia's Temperature Score now incorporates the latest WWF-ITR latest 1.5 methodology, ensuring enhanced accuracy and alignment with updated SBTis for temperature scoring. Some interesting examples of the changes can be found on page 47, 9.1 Change log.
- Changed from LAR (linear annual reduction) to CAR (compound annual reduction)
- AR6: Update model simulations with scenarios to latest IPCC Sixth Assessment report
- Default score 3.4°C to reflect CAT (Climate Action Tracker) projection December 2023
- Introduction of a temperature score floor at 1.5°C
Enhanced Portfolio Management
There are two new updates to enhance the management of your portfolio.
- Set a preferred benchmark for each portfolio in Settings. Your selection will apply automatically during portfolio analysis.
- Remove unused portfolios directly from Datia to keep your workspace up-to-date and organized.
Do you want to learn more?
- Watch the recording of our latest webinar, 2024 PAI Statement Highlights! Watch it now
- We've updated our brochure. Click here to explore the latest updates on our modules.
