ESG Reporting Service for Fund Managers

MEETING YOUR NEEDS

Meet your ESG Reporting and disclosure requirements

Our ESG Reporting solution enables you to disclose environmental, social and corporate governance data, and produce comprehensive ESG reports. Your investment products are analysed and evaluated on various sustainability criteria to provide a complete and transparent view of their ESG impacts and profile to investors.

We work closely with you to produce comprehensive ESG Reports based on business and current regulatory requirements to increase transparency and investor understanding of your ESG credentials.

We facilitate an open data architecture enabling data inputs from multiple sources. This data agnostic approach allows you to overcome any data management challenges with data from disparate (internal and external) sources.

Mandated SFDR Reports
Europe’s SFDR, which has defined the Principal Adverse Impacts (PAIs), must be reported since January 2023. To find out more about our SFDR Reporting and other regulatory reporting solutions, click below.

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ESG Factsheets that provide clarity

Our ESG Reporting solution gives you the flexibility to choose from a simple single page addendum to a more detailed fund report, giving your investors easy access to transparent, comparable and qualitative information on how you are managing ESG-related risks and opportunities.
ESG Reporting expertise

Automate your regular ESG reporting needs with our end-to-end solution. 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.
Customised reporting

All reports are built around your brand, business and compliance requirements, ensuring seamless integration and quick deployment. They can be produced in multiple languages supporting your global distribution efforts and allowing you to meet country-specific requirements.
Transparency and trust

Our ESG Reporting service helps you satisfy transparency obligations and disclosure requirements at a product level. The solution allows a multidimensional disclosure of risks and a standardised and objective framework for dynamic assessment and measurement.

KEY FEATURES

ESG Reporting

Leverage our advanced Document Production platform to streamline the generation of your ESG Reporting.

Data agnostic

We can work with single, as well as multiple data providers to help you improve transparency and comparability of funds for investors.

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Clean data

We support data delivery in all forms and from various sources, and adapt to your existing systems.

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Flexible templates

You can choose from multiple reporting formats – from a simple single page addendum to a more detailed fund report.

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Sector expertise

We offer comprehensive expertise across ESG investing topics and have global experience with leading asset owners and asset managers to help you to formalise your thoughts on ESG criteria and develop your own ESG policy.

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Fully automated

Free up your internal resources and scale with automated reporting. 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.

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WHAT OUR CLIENT SAYS

Elevating industry standards

We are pleased with the results of using FE fundinfo's ESG report solution. It provides us with comprehensive, accurate and timely communication about the ESG aspects of our funds, which helps us to conduct sustainability-focused engagements with our clients and stakeholders. It also enables us to benchmark our funds against peers and industry standards, and to identify areas for improvement.

Swiss Life

Asset Management

WHAT OUR EXPERT SAYS

Our ESG experts help you to establish transparency and trust with investors

A significant trust issue within sustainable funds in recent years stemmed from a lack of clarity on what aligns with a sustainability objective, and what does not.