Offer sustainable products to meet your customers' increasing demands for sustainability
Equip you to create a circuit for collecting and analyzing non-financial data on your investments
Simplify your non-financial regulatory reporting (SFDR, EU Taxonomy)
Step 1
Simplify ESG data collection
Have your asset managers record their ESG data. Collect and consolidate EETs.
Perform consistency checks on EETs. Request additional information and evidence from asset managers.
Step 2
Offer products that correspond to the ESG profiles of your clients
Ensure your duty of sustainable advice with an allocation adapted to your clients' ESG profile.
Step 3
Automate your regulatory exercise
SFDR: Simplify your regulatory reporting exercise with an automated calculation of your PAIs, an automated entry of your pre-contractual writing and facilitate your annual regulatory reporting.
EU Taxonomy: Calculate your Green Asset Ratio (GAR).
...and the issues related to your status as a large company
Lead change and onboard your teams
Measure your CSR performance
Communicate and act
Step 1
Onboard your teams and conduct your CSR diagnosis
Onboard your teams with our collaborative tool. Centralize the collection of CSR data in a tool adapted to your organization (different BUs, subsidiaries...).
Automate calculations, consolidate data and analyze them with our benchmark. Project your performance on interactive and scalable dashboards
Step 2
Measure your carbon footprint
Including Scope 1, Scope 2, Scope 3
Use the GHG Protocol certified methodology
Model your carbon trajectory and assess your alignment with the Paris agreement
Step 3
Communicate and act
Identify improvement levers for your ESG performance and implement action plans
Communicate your commitments to your employees, customers and investors
Automate your CSRD regulatory reporting.
Have a question ?
One of our consultants will support you in your ESG processes.
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