Sustainability Navigator
How Sustainable is Your Portfolio?
Sustainability Navigator is one stop-shop to check, build and automate the calculation of sustainability features and reporting for Art.8 and Art.9 SFDR funds.
It is the ultimate platform solution crafted by our ESG expert team, backed by over 15 years of industry experience.
Launch or reclassify an art. 8 or 9 fund
Effortlessly launch or upgrade your funds to Art. 8 or 9 status with our intuitive platform.
Transform ESG and Sustainability analysis into an in-depth report
Generate comprehensive ESG reports that deliver actionable insights for your portfolios.
Gain key insights for existing art. 8 or 9 funds
Analyze your current funds for critical insights that can enhance your sustainable investment strategy.
Build
Build your Sustainable Investment Universe or Portfolio
Build from scratch using an exclusive SFDR framework designed by our ESG expert team aligned with the regulation.
1
Define
Define your sustainable strategy following a SFDR framework.
2
Create
Develop a sustainable fund portfolio that meets your specific objectives.
3
Analyse
Gain actionable insights that optimize your fund’s sustainable features.
Check
Check Key Sustainable Insights of Your Portfolio
Check the portfolio of an existing fund or simulate a portfolio. Using an exclusive SFDR framework designed by our ESG expert team aligned with the regulation.
1
Upload your portfolio
Upload your portfolio composition in one click.
2
One-Click Analysis
Check main sustainable features in seconds.
Sustainable Report
Sustainability Assessment Report
Support your sustainable strategy and selection with an in-depth analysis