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ESG Services

Whether you have already put in place the first building blocks of an ESG approach, are in the early stages or want to strengthen your existing processes, EFA has ESG services in place to help you integrate sustainable risks and opportunities into your investment processes.

EFA makes all your portfolios available on a powerful platform where they are combined with ESG ratings, metrics and benchmarks as well as a large range of fund analytics and risk and performance measures.

EFA’s ESG service offer covers all needs of an investment manager:

ESG Data

 
  • All data are natively embedded in the platform
  • Access to ESG ratings and benchmarks
  • Easily combined with a large range of fund analytics and risk and performance measures
     

Investing

 
  • Sustainable risks consideration
  • Performance contribution linked to ESG criteria
  • "What-if" analysis
     

Monitoring

 
  • Ongoing ESG analysis
  • Sustainable risks monitoring
  • Controversial activities & exclusions monitoring
     

Reporting

 
  • Sustainable portfolio profile
  • Sustainable risk reporting
  • SFDR and EU Taxonomy reports

We provide you with the means to concentrate on investment management :

  • We provide you with a turn-key solution
  • We give you a direct access to a unique platform that combines ESG criteria and ratings with powerful analyses of portfolio performance and risk
  • We take care of the data management and feed your portfolio data on the platform
  • We give you access to ESG ratings and a large range of ESG benchmarks
  • We enable a controversial activities and exclusions ongoing monitoring
  • We provide you with the ESG profile of your fund and the issuers in which you invest at any time
  • We give you all the tools necessary to manage, monitor and report on your fund
  • We provide you with a full range of reports compliant with SFDR Level 1 and 2 as well as the EU Taxonomy.


Do you want to know more about this service? Please use this contact form

 

The EU Sustainable Finance plan has a considerable impact on Asset Managers and they need to be ready.

Download here our brochure presenting the main actions of the European sustainable finance plan to promote the financing of sustainable economic activities and projects. It focuses on the implementation of the European taxonomy and the SFDR regulation as well as on the implications of these regulations for asset managers