Report on the Principle Adverse Impacts of your investments with the click of a button using Matter’s automated SFDR solution
Part of the EU Sustainable Finance Action Plan, the Sustainable Finance Disclosure Regulation (SFDR) has introduced new rules on the incorporation of sustainability risks and factors, as well as the disclosures investors must make, including on the Principal Adverse Impacts (PAIs) of their investments.
Matter’s data and insights combine to provide an automated solution to SFDR reporting, ensuring that you have all the information you need to report on the Principle Adverse Impacts of your investments - with the click of a button.
Data on mandatory PAIs and an increasing number of voluntary PAIs.
Using Matter’s online platform, youcan upload your portfolio and see your PAIs with a click of a button.
Data can be exported into XLS, CSV and PDF, depending on your reporting needs.
“What we really like about Matter's portfolio analysis is that it gives us flags, not ratings. There are lots of different ESG ratings out there, but the problem is that most of them are focused on financial materiality. They do not give you a clear insight into the sustainability profile of a company.”
Head of Responsible Investments at AP Pension.
Matter's Platform is a plug and play solution which foregoes the need for complex integrations.
Sustainability Analysis should not be a black box. We harness the power of collective intelligence, and with Matter, you can trace the data you are seeing back to the expert sources that we work with.
On our platform, you can test various universes, portfolios, or benchmarks, and see how each version performs against the different PAIs, as well as other critical metrics for SFDR Article 8 and 9 products. The insights can be used to test the sustainability credentials of a strategy before it is launched, or monitor the quality of existing products.