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ESG Solutions

Fully automated processes for reporting to clients, regulators and vendors

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ESG data consumption​ and normalisation from any third party

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EET, CET and SFDR Annex creation​, with Dissemination of templates and documents to vendors, platforms and regulators

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Client use cases include:

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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

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Creation, review, sign-off and maintenance of investment objectives with workflows aligned with company processes

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Automation of monitoring and alerts to ensure alignment with firm and portfolio ESG objectives

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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.

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Contact us to discuss our provision of a client solution to automate the collection, normalisation and enrichment of ESG data from third parties, and the ongoing ad-hoc creation of PDF reports for advisors via a bespoke portal.

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