Quickly assess what percentage of your portfolio are sustainable investments according to your own definition, while relying on transparent data.
Easily screen the sustainable investments of your portfolio
Save time
Quickly screen what percentage of your portfolios is considered sustainable investments
Course correct
Understand how the percentage of sustainable investments changes over time
Visualize
See the list of investments considered “sustainable” and “not sustainable” according to your own criteria
Analyse & Discover
Assess the performance of each instrument against indexes and benchmarks
Here's how Datia can help you:
Methodology definition
Follow a step-by-step guide to create your three sustainable investment criteria according to the Sustainable Finance Disclosure Regulation (SFDR) - negative screening; do no significant harm (DNSH); and positive contribution
KPIs and thresholds
For each set of criteria, select KPIs such as Principal Adverse Impact indicators, SDGs contribution, controversial business involvements, etc. For each of the KPIs, define the minimum threshold to be met by your investments
Portfolio’s performance
Let Datia’s software automatically calculate what percentage of your portfolio meets your own criteria for sustainable investments
Analysis of holdings
Understand in detail why each investment in your portfolio was classified as “sustainable”, “not sustainable” or "moderate" according to your own methodology
FoF screening
Screen the proportion of Sustainable Investments in your Fund of Funds by applying your methodology to the underlying assets or by considering the values reported by the funds in their EET files.
Take the first step to optimize your sustainable finance work
