Business introduction
Optimize your sustainable finance process
Datia takes care of data sourcing, portfolio calculations, and ready-to-share reports so you can stay focused on your investment strategy
Datia is a climate fintech company on a mission to empower investors' transition to sustainable finance, serving asset managers, asset owners, wealth advisors, and tech platforms.
Founded in 2019 and headquartered in Stockholm, Sweden, Datia has a customer network with over €200 billion+ assets under management and works with some of the most reputable investors in the Nordics.
Our team is a global and diverse group of technologists, designers, and sustainability experts proud to be contributing to a more sustainable future.
Datia Solutions
End Client Report (MiFID II)
Deliver best-in-class customer experience with tailored sustainability reports Save time - With one click, download reports of your clients' portfolios including mutual funds, ETFs, equities, and bonds Visualize - In simple graphs, help you clients understand the sustainability impact of their portfolios Course correct - Identify investments that deviate from your clients’ sustainability requirements Comply - Adhere......
business needs
view solutionESG
Integrate ESG analysis into your investment strategy Save Time - Easily tap into ESG metrics of 36,000+ companies and 210,000+ funds Discover - Instantly identify the top performers and laggards in your portfolios Course Correct - Benchmark each company’s data against industry peers Improve - Identify new investment opportunities that match your ESG investment strategy ...
business needs
view solutionEuropean ESG Template (EET)
Speed up the process of creating the EET of your products Save Time - Limit the work of creating an EET to no longer than one hour per product Visualize - In a step-by-step questionnaire, visualize the progress of creating the EET files Share - Easily export your standardized EET file ready to share with stakeholders Grow......
business needs
view solutionEU Taxonomy
Analyse your investments in light of the EU Taxonomy Save Time - Automate calculations of amounts and percentages aligned with the taxonomy framework Analyse & Discover - Identify the activities within your portfolio contributing towards a greener economy Visualize - Watch in graphics how the economic activities are aligned with the Taxonomy Comply - Complete your portfolios' taxonomy report......
business needs
view solutionPAI Statement (SFDR)
Integrate SFDR into your investment strategy Save Time - Automate calculations of PAI indicators for your organization and products Comply - Create Principal Adverse Impact statements to comply with the Sustainable Finance Disclosure Regulation Discover - Evaluate the performance of specific PAIs over time and compare them with indexes and funds Share - Share your PAI statement in editable......
business needs
view solutionSDGs
Integrate SDGs into your investment strategy Save Time - Easily tap into data reported by 36,000+ companies about their SDGs commitment Discover - Instantly identify what SDGs are supported through your investments Course Correct - Better align your investment decisions with your portfolio strategy Improve - Identify new investment opportunities that match your sustainability strategy ...
business needs
view solutionStewardship
Foster active ownership of your portfolio Save Time - Your whole team can manage your engagement with companies from one platform Discover - Have a quick overview of the status of all your engagements Course Correct - Easily track the SDGs being discussed in the meetings resolutions and the voting outcomes Improve - Collaborate with other owners......
business needs
view solutionSustainable Investments (SFDR)
Easily screen the sustainable investments of your portfolio Save time - Quickly screen what percentage of your portfolios is considered sustainable investments Course correct - Understand how the percentage of sustainable investments changes over time Visualize - See the list of investments considered “sustainable” and “not sustainable” according to your own criteria Analyse & Discover - Assess the......
