New Year's Special: helping you catch up and prepare for Sustainable Finance in 2024

Newsletter - January 10th, 2024

Greetings and Happy New Year! We trust your holidays were filled with joy and that you've entered 2024 with renewed enthusiasm - after all, 2024 is shaping up to be quite a busy year for us working with Sustainable Finance.

Hopefully, this newsletter will come in handy. We are sharing a summary of some recently announced changes to the RTS and EET, as well as a guide with concrete steps to launch an "Article 8 fund". Enjoy the read.

Article 8 Checklist for Financial Products: Is launching an "Article 8 fund" one of your next year's resolutions? Then Datia's might have just the perfect guide to get you started. In this document, we show you the steps to launching a financial product under SFDR’s Article 8 or to “upgrading” your existing product. Download the guide.

Update: A new draft RTS was presented in December. The changes have been very anticipated because of the potential to simplify SFDR. Read our explanation of what might change and the implementation timeline. Read the article.

Update: A new version of the European ESG Template (EET) is now available. Asset Managers need to update their EET files to follow the latest version by no later than March 2024. In this article, we explain the changes.?Read the article.

Webinars & Podcasts:

In our next webinar, we will help you plan the work in 2024. We will talk about the most important events and new requirements within sustainable finance.? Join us on?January 17th, at 11:00 CET. Register here.?

Datia's Head of Sustainability was a guest speaker in Eurosif's latest podcast episode to discuss the implementation and future of SFDR. The episode is available on multiple services. Choose how to listen here.?

Datia's newest customer:?

We are happy to welcome Datia's first Iberian customer, DiverInvest Asesoramiento Financiero. The Barcelona-based Wealth Management company will integrate Datia's sustainability data with its portfolio management system. Furthermore, they will use Datia's software to research assets that better align with their customers' preferences. Read more.