Datia equips Asset Managers by automating the creation of the periodic reports with structured data extraction, and pre-configured templates to produce accurate, consistent reports across multiple funds.
We assist you with seamless periodic reporting, saving manual time
Efficiency
Automate data population to reduce time and effort in periodic report creation across portfolios.
Compliance
Ensure all reports meet Annex IV & V regulatory standards with structured data extraction and pre-configured templates.
Scalability
Seamlessly generate accurate, consistent reports for large fund portfolios while minimizing manual workload.
Insights
Gain deeper visibility into SFDR Taxonomy, PAIs, and Sustainable Investments, enhancing sustainability reporting.
Here's how Datia can help you:
Report Automation
Eliminate manual work by automating the creation of Annex IV & V periodic reports. Pre-configured templates ensure consistency and accuracy across all disclosures.
Compliance Assurance
Ensure all periodic reports meet SFDR Annex IV & V regulatory standards, covering key disclosures such as PAIs, Taxonomy alignment, and Sustainable Investments.
Scalable Reporting
Generate periodic reports across multiple funds and portfolios seamlessly, reducing the operational burden for asset managers handling large-scale reporting.
SFDR Data Integration
Enhance reports by integrating Taxonomy, PAIs, and Sustainable Investments, enabling deeper sustainability insights and encouraging the adoption of additional SFDR modules.
Take the first step to optimize your sustainable finance work
