Display your Individual Sustainability strategy with ESG-Reportings
With the help of an ESG-Reporting (Environmental, Social, Governance) your product is analysed and evaluated based on various criteria.
Anevis Solutions creates individual ESG-Reportings which surpass standard reportings. This way we can highlight your sustainability strategy for your individual investors to see.
ESG- Reportings (Environment, Social, Governance) analyse and evaluate portfolios based on various sustainability-based criteria. Due to the steadily growing importance of the issue of sustainability the European Union is responding as well.
This is why the EU-Commission has drafted a plan of action on the 8th of march, 2018, which aims to further integrate financial players in the conversion to a sustainable economy. This plan of action includes informing clients about the sustainability of their investments with the help of ESG-Reportings. On the 24th of may, 2018, the European Commission suggested an edict to set up a frame to facilitate sustainable investments. This edict envisions a sustainable taxonomy with standardised evaluation methods. As it is, ESG Reporting has no legal requirements, but these are currently under work within the European Union.
Currently there are no legal requirements regarding ESG Reporting, but it’s function is clear: analysing and evaluating the sustainability of individual issuers based on sustainability-based criteria.
This ensues through a detailed analysis by rating agencies.
Anevis Solutions offers the option to create your ESG-Reporting automatically as well as expanding your standard ESG-Reporting with a personal touch.
This includes embedding your corporate design by using your logo, your fonts or your colors. When it comes to constructing your ESG-Reporting you will work out an individual solution with our design team so that you receive a personalised marketing and sales document tailored to you.
In addition to creative individualisation we offer the option to individualise your ESG-Reporting in form and content.
We offer the possibility of comparing your product to any given benchmark as far as the license is available. On top of that you can set the focus yourself which means especially your strong points are highlighted. Regarding this we will also happily go over the individual sub-parts of the ESG-criteria in a detailed manner.
To create individual ESG-Reportings we only require two data interfaces.
For one of these we receive your portfolio-data from your product administrators. The ESG-Ratings are supplied by any rating agency of your choice.
To achieve holistic marketing we can reuse your content and create Website Widgets for your online presence and Factsheets for your retail clients.
Based on the raw data we can complement your content with in depth evaluations. This way you can offer your (semi-)institutional clients Institutional Reportings. By using automatically created Sales Presentations you can also synchronize your data in between factsheets and presentations. We also gladly take on Live-Hosting of further regulatory documents for you. (s. Regulatory Suite)
Salm-Salm & Partners is an independent asset management company and a specialist in convertible bonds and sustainable investments. Since its founding 30
Johannes Hauptmann, CEO of Anevis Solutions, discussed with e-fundresearch the developments of ESG fund strategies. Where does ESG-Reporting currently stand? What does
Based on the Paris climate agreement and agenda 2030 from the United Nations, an EU action plan for a sustainable finance system