Asset managers need…
ESG Wording Framework
Enable teams to build your own ESG Wording Framework (Central repository of ESG Wordings & variations). To consolidate information, spot topical text content, extract data, export dashboard. Help to assess gap and adapt to taxonomy with your own words. #Control, #Accuracy, #Consistency
SFDR & Fund Classification
Empower business teams to review the actual content of all Fund Prospectuses, KIID and Websites in the light of SFDR Disclosures. This provides a control ex-post at scale and reduce the reputation risk. #Productivity Gain. #Accuracy Gain. #Automation. #Consistency. #Flexibility.
ESG reports & EET
Scale data extraction and aggregation of Quality ESG Data from PDF to feed EET and other ESG Reports. #Coverage, #Transparency, #Accuracy, #Consistency, #Automation
Fund of Funds
Enable your team to extract and aggregate data from underlying funds to get a consolidated ESG view on the fund as a whole. #Productivity, #Accuracy, #Automation, #Consistency, #Flexibility.
Distribution Agreements
Empower your team to review the actual content of all distribution agreement in the light of ESG obligations. #Productivity, #Accuracy, #Automation, #Consistency, #Flexibility.