End-to-end ESG platform for capital markets — portfolio ESG scoring, EU Taxonomy classification, green bond tracking, SFDR reporting automation, and carbon footprinting for investment portfolios.
Capital markets firms face rapidly evolving ESG regulations, data complexity, and investor expectations — requiring scalable solutions for portfolio-level sustainability measurement and disclosure.
Capital markets firms manage thousands of securities across multiple asset classes, making consistent ESG scoring a massive data challenge. Disparate data sources, inconsistent methodologies, and lack of standardized ESG ratings hinder accurate portfolio-level sustainability assessments.
Classifying investment activities against the EU Taxonomy's technical screening criteria is highly complex. Firms must evaluate economic activities across six environmental objectives with granular data requirements — often relying on incomplete or estimated issuer-level disclosures.
Verifying the green credentials of bonds and loans requires rigorous use-of-proceeds tracking, impact reporting, and alignment with recognized green bond principles. Without automated verification, firms risk exposure to greenwashing allegations and regulatory scrutiny.
The EU Sustainable Finance Disclosure Regulation (SFDR) imposes detailed ESG disclosure requirements at entity, product, and investment levels. Meeting Principal Adverse Impact (PAI) reporting, Article 8/9 classification, and periodic disclosure obligations demands robust data infrastructure.
Purpose-built ESG capabilities for capital markets — from portfolio ESG scoring to SFDR regulatory reporting and carbon footprinting.
Comprehensive ESG scoring engine that aggregates data from multiple providers to produce consistent, transparent ESG scores across your entire portfolio — covering equities, fixed income, and alternative assets.
Automated classification of investment activities against EU Taxonomy technical screening criteria across all six environmental objectives — with issuer-level data enrichment and gap analysis.
End-to-end tracking and verification of green bonds, sustainability-linked bonds, and green loans — ensuring alignment with ICMA Green Bond Principles and LMA Green Loan Principles.
Automate SFDR compliance across entity-level and product-level disclosures — including PAI statements, Article 8/9 product classification, pre-contractual disclosures, and periodic reports.
Map investment portfolios and products to the UN Sustainable Development Goals. Measure SDG contribution at security and portfolio levels to support impact-oriented investment strategies.
Calculate portfolio carbon footprints using PCAF-aligned methodologies across all asset classes. Track financed emissions, carbon intensity, and alignment with net-zero targets.
Full compliance support for the EU Sustainable Finance Disclosure Regulation — covering entity-level PAI statements, product-level Article 8/9 classification, and periodic sustainability disclosures.
Automated classification of economic activities against EU Taxonomy technical screening criteria for climate change mitigation, adaptation, and other environmental objectives.
Alignment with Task Force on Climate-related Financial Disclosures recommendations for investment managers — covering climate risk governance, strategy, risk management, and portfolio-level metrics.
Reporting aligned with Global Reporting Initiative Standards for comprehensive sustainability disclosures across environmental, social, and governance dimensions.
Support for UN Principles for Responsible Investment reporting and assessment — helping signatories demonstrate responsible investment practices and continuous improvement.
Alignment verification and reporting support for ICMA Green Bond Principles, Social Bond Principles, and Sustainability-Linked Bond Principles.
See how our ESG platform can transform your portfolio sustainability reporting with automated ESG scoring, EU Taxonomy classification, and SFDR compliance.