Use Case
ESG Regulatory Reporting
Centralize fragmented ESG data to automate entity- and product-level reporting, ensuring auditable and consistent regulatory updates.
Description
Managing SFDR disclosures is challenging due to fragmented ESG data, manual aggregation, and the need to maintain consistent updates across multiple documents.
Our platform centralizes ESG information, automates entity- and product-level reporting, and supports Article 6, 8, and 9 classifications as well as taxonomy KPIs.
It streamlines data normalization and updates for prospectuses, periodic reports, and web disclosures.
Key Features
- Automated ingestion, onboarding, and output generation with notifications to relevant teams to reduce manual, spreadsheet-driven processes.
- Human-in-the-loop validation and collaborative workflows to ensure data accuracy and streamline reviews across teams.
- Centralized ESG metrics with time-series tracking for consistent, auditable disclosures and faster updates.
Data Objects
- Funds/Sub-Funds
- Portfolio Positions
- SFDR PAIs
- SFDR Reports
Workflows
- Ingest and Clean Portfolio
- Trigger SFDR Analytics
- Investigate Breaches and Anomalies
- Generate SFDR Report
“Asset managers must adapt quickly to meet investors' expectations and having a reliable partner like Next Gate Tech is essential for this transition.”
BJ
Benoît Joseph
Chief Risk Officer, Trustmoore
Explore Other Solutions
Transform Your Operations