ESG Solutions
Fully automated processes for reporting to clients, regulators and vendors
ESG data consumption and normalisation from any third party
EET, CET and SFDR Annex creation, with Dissemination of templates and documents to vendors, platforms and regulators
Client use cases include:
Dissemination of populated templates and documents to vendors, platforms and regulators
Automated handover of data to third party reporting partners in the right format at the right time
Creation, review, sign-off and maintenance of investment objectives with workflows aligned with company processes
Automation of monitoring and alerts to ensure alignment with firm and portfolio ESG objectives
Automated data/document dissemination to ESG risk providers through a single streamlined process
Clients use FundSense to automate their end-to-end ESG processes, dramatically improving report output times and reducing error rates with built-in data and business rules and SLAs.