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 SFDR (Sustainable Finance Disclosure Regulation) compliant ESG-Reportings which surpass standard reportings. This way we can highlight your sustainability strategy for your individual investors to see.
ESG- Reporting (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.
On November 27, 2019, Regulation (EU) 2019/2088 on sustainability-related disclosure requirements in the financial services sector was issued. For financial products aimed at sustainability, information on ESG characteristics in the form of periodic reporting has been mandatory since 01.01.2022. The first periodic reporting for financial products without consideration/application of sustainability criteria are to be prepared and published at the beginning of 2023 for the reporting period 01.01.2022-31.12.2022. We support you in the preparation of individualized ESG reports that go beyond the mandatory SFDR reports.
Based on the Sustainable Finance Disclosure Regulation (SFDR) financial market participants must publish their sustainable criteria.
Currently, information on sustainability criteria must be published on websites, in annual reports and in prospectuses. For example financial market participants must publish information on sustainability risks or information about policies on the integration of sustainability risks into the investment decision-making process.
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)
Collaboration between Anevis Solutions and Ringelstein & Partner
Ringelstein & Partner Vermögensberatung GmbH has been an independent financial services provider in Essen since 1995 and manages the assets of private
Collaboration between Anevis Solutions and NATIONAL-BANK
NATIONAL-BANK has been one of the leading private and independent regional banks in Germany since 1921. The company's business is the settlement
INSIGHT ANEVIS Part II – From the first contact until the finalized reporting
The workflow of our products, you know them as Anevis Solutions Marketing Suite and Anevis Solutions Regulatory Suite, comprises different steps. If
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