Impact investing combines returns with clear social and environmental goals. An increasing number of fund providers and investors are adopting sustainable investment strategies and require professional documentation to meet both marketing and regulatory requirements. Anevis Solutions supports fund providers and management companies in presenting sustainable investments in a transparent and appealing way, while also ensuring regulatory compliance efficiently.
Impact investing focuses on measurable outcomes
Impact investing refers to capital allocations that pursue not only financial returns but also specific social or environmental objectives. Investments are directed into companies, projects, or funds that promote sustainable development and generate tangible value for society.
Key features at a glance:
- Sustainability: Investments may target renewable energy, social housing projects, or sustainable infrastructure.
- Measurable impact: Clear criteria and indicators make it possible to quantify social or environmental improvements.
- Diverse asset classes: Impact investments include equities, bonds, private equity, microfinance, and thematic funds.
Sustainable reporting is complex and dynamic
An ESG strategy must be communicated in a transparent, verifiable, and convincing way. Preparing and managing ESG reports, SFDR documentation, and other financial disclosures requires not only great attention to detail but also specialized technological and regulatory expertise. At the same time, it is essential to understand the investor’s perspective and provide them with informative and accessible marketing materials.
Anevis is your expert for compliance and ESG reporting
Anevis produces customized documents and regulatory reporting for you:
- From factsheets to brochures: We create tailored ESG reports that go beyond standard reporting and give investors a detailed picture of your sustainability strategy. Our goal is to capture and communicate the unique DNA of your thematic product.
- Flexible design: Retail clients, institutional investors, regulators, and internal stakeholders each have different information needs. Anevis reports enable targeted communication for each audience.
- Technical expertise in calculating indicators: The Anevis team combines deep technical know-how with many years of experience in regulatory SFDR reporting. We provide expert advice and calculate indicators based on product-specific rules.
- Regulatory compliance: We ensure that all reporting and documentation consistently meet current requirements of SFDR, FinDatEx templates, and other relevant standards.
Why Anevis is the right choice
As an independent, owner-managed company, Anevis positions itself as a reliable partner for fully automated reporting. Your benefits at a glance:
- Time savings through automated reporting
- Tailored design for marketing and investor communication
- Legal certainty in all regulatory requirements
- Reliable preparation of SFDR annexes (pre-contractual and periodic), including PAI, PASI, and EET
- Flexibility with your choice of ESG data providers and existing interfaces
Get in touch
For more information about our approach and standards, our Sales & Relationship Team will be happy to assist you.
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