Datia's Product Updates - October 2024

As we wrap up Q3, we are happy to share the latest updates our team has been working on to improve the Datia platform. Our latest enhancements are designed to give you more control, flexibility, and insights into sustainable investment decisions, enabling deeper holdings analysis and benchmarking.

If you have any suggestions, feel free to reach out to us at hello@datia.app.

Here’s a summary of the key updates:

⚠️ Recent SFDR PAI Regulatory Update

A new regulatory update on PAI calculations has been introduced on 25 July 2024 and therefore, Datia is implementing this requirement accordingly. To summarize, for reporting purposes, financial market participants should use the fiscal year-end exchange rate (FX) for all reference points. This applies to the quarterly calculations as outlined in Q&A IV.11, ensuring transparency in assessing currency-related ESG risks.

The FX rate alongside a new data set for sovereign bonds from World Bank will come into place in the beginning of October and will be applied to all historical portfolios. In case you have any unlocked values in the PAI modules on the product or entity level, these will update as a consequence of new regulatory change applied in the platform.

Read more about recent SFDR updates.

Read more about our Tech & Methodology Changelog.

Benchmark your portfolio

Include your portfolio as a benchmark option with any of the other modules.

Principal Adverse Impact (PAI) Module

PAI filters by sectors and countries

You can filter PAI data by sectors and countries, offering a more targeted approach to analyzing adverse impacts.

Excel exports

PAIs exported to Excel now include benchmark data, allowing for simple external analysis and in-depth analysis.

PAI yearly time series

Track the evolution of your portfolio's PAI impact over time, with year-to-year comparisons.

Portfolio contribution insights

Get detailed insights into the percentage contribution of individual assets to your overall portfolio’s PAI values.

Benchmark your portfolio

Save time and identify outliers by comparing the weight of your portfolio assets with a benchmark.

Search for Assets

Find assets by the issuer name with the search bars above the asset views.

Do you want to learn more?

• We have an upcoming in-person event in Oslo on November 13th dedicated to PAI Statements Insight and Analysis! Register now to secure your spot
• Register for our upcoming Webinar 2024 PAI Highlights: Transform you Future PAI Statement with Key Insights
• We've just launched our new brochure. Click here to explore the latest updates on our modules.

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