Insource ESG reporting expertise
With our end-to-end solution you can automate your regular reporting needs. Our service helps you reduce the administrative burden on in house teams, from data validation, to design and delivery of ESG Reports in flexible formats.
Comply with new ESG disclosure rules of the SFDR
Our ESG Reporting service helps you satisfy transparency obligations and reporting requirements at product level. The solution allows a multidimensional disclosure of risks and a standardised and objective framework for dynamic assessment and measurement
Customised Reporting – designed around you
All reports are built around your brand and requirements, ensuring seamless integration. They can be produced in multiple languages supporting your global distribution efforts and allowing you to meet specific country requirements.
Free up your internal resources and scale. Insource our expertise for all your ESG reporting challenges including fact sheet creation and bulk processing. We will give you and your team the confidence and time to focus efforts on your core business.
Clean ESG data
We support data delivery in all forms, from various sources, and adapt to your existing systems. From spreadsheets, to APIs and from internal to third party sources, we can ingest this data. In addition to the ESG reports created, we can return the underlying, processed, clean data back to you as a single datafeed.
We offer comprehensive expertise across ESG investing topics and have global experience with leading asset owners and asset managers to help you to formulate your thoughts on ESG criteria and develop your own ESG policy.
SFDR Fund Reporting
Comply with the new ESG rules on transparency, disclosure, internal policies and reports with our SFDR reporting module. We help you to produce timely and accurate documents, and to minimise compliance risks. The SFDR and Taxonomy Reports will be updated on a monthly basis to meet new regulatory requirements or to include better and more reliable underlying data.
Fact Sheet Production
Optimise the creation of fund fact sheets and better engage with investors at scale.
FE fundinfo's leading fact sheet configuration and production tool allows for quick design, development and delivery.
Independent fund ratings trusted by advisers and investors.
Use our set of simple, reliable and independent ratings to help fund selectors, financial adviser and investors compare funds.
Distribute your fund's marketing and legal documents worldwide.
Ensure the timely, compliant and efficient delivery of all your legal and marketing fund documents to investors, financial media and a large network of distribution partners.
Regulatory Document Production
Stay compliant with automated UCITS KIID and PRIIPs KID production.
Achieve operational efficiencies and reduce compliance risk with a true end to end solution.