Who is expected to publish a PAI statement & more updates about Sustainable Finance

Newsletter - October 3rd, 2023

In this newsletter, find the latest updates in sustainable finance since the summer: who exactly should publish a PAI statement; and how ESRS will impact investors. Also, download a step-by-step roadmap to create a "sustainable investments" methodology of your financial products. Enjoy the read!

Overview: A document by the European Commission shed some light on PAI statement expectations. In a nutshell, if you publicly wrote that you consider PAIs in your investment process, you need to publish the statement with calculated indicators. Read the article here.

Regulatory update: You probably already read about the newly approved European Sustainability Reporting Standards (ESRS). Understand how the new standards will benefit investors with reliable data to guide strategic decisions. Read the article here. ?

Roadmap: Do you manage Article 8 or 9 financial products or are you planning on upgrading your mainstream funds? In this article, we share a step-by-step for you to create a methodology needed to assess the proportion of Sustainable Investments in your portfolio. Read the article here.

To continue learning about Sustainable Investments, also watch our 30-minute recorded webinar.?

Datia's newest customers and partners:?

Datia is working together with Julius Baer to bring modern sustainability reporting to the Swiss bank's network of external asset and wealth managers. Read more.?

SAVVY Invest, a French startup offering a sustainable investing platform, is now powered by Datia's datasets of global mutual funds and ETFs. Read more.?

Check out the latest improvements on Datia's platform: ?

• Sustainability reports and PAI statements exported from Datia can now display your institution's logo and colors.?
• Portfolio overviews and reports now give a quick summary of the sustainability profile of your portfolio, with the ESG score of each investee company.?
• If your portfolio contains funds, you can now see, directly in the portfolio overview and reports, what disclosure recommendation each fund follows (SFDR's Article 6, 8, or 9)?
• Set a revenue threshold to filter the controversial business involvement displayed in your ESG report
• ESG reports now include all SDGs to which your portfolio contributes

Learn more about Datia at www.datia.app