Guide your clients through the world of sustainable investing
Wealth Advisors are increasingly expected to invest according to the sustainability preferences of their clients. Datia helps with portfolio screening and sustainability reporting that drives change.
“Datia is a partner willing to navigate the regulatory changes with us, developing practical solutions.”
David Seekell
Head of Sustainable Investing and ESG at Atle
Solutions to equip Wealth Advisors for sustainable investing
End Client Sustainability Report
Download tailored and modern sustainability reports for your clients
Help your clients understand the impact of their investments on ESG topics and on Principal Adverse Impacts
Compare your clients’ portfolios with indexes and funds of your choice
Adhere to regulations requiring wealth advisors to consider sustainability preferences of clients (e.g. MiFID II)
Mutual Funds, ETFs and Fixed Income
The data infrastructure needed to evaluate the sustainability metrics of multi-asset portfolios
SFDR-related metrics
Evaluate the sustainability profile of your clients’ portfolio through SFDR’s lenses
Identify the SFDR “classification” (Article 6, 8 or 9) of 210,000+ funds within Datia’s universe
Screen investments based on Principal Adverse Impact indicators (e.g. greenhouse emissions and gender pay gap)
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Risk Management
Identify sustainability risks in your clients' portfolios
Identify investments with controversial business involvements or acting in sanctioned nations
Analyse in detail each of the companies within your portfolios
Identify investment opportunities based on ESG scores of 36,000+ companies and 210,000+ funds
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SDGs
Evaluate portfolios through the lenses of Sustainable Development Goals
See what percentage of AUM is contributing to each SDG
Easily screen portfolios to show the SDGs commitments of each of the constituent holdings
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Seamlessly integrate your systems and data through Datia’s API
Ingest your portfolios or any in-house data from your systems
Automate your sustainability research and reporting with Datia
Export insights and reports directly into your systems
Take the first step to optimize your sustainable finance work