Monitoring and analysis

Regulatory requirements and clients demands mean that you need to construct, measure and monitor an ever-increasing number of sustainability indicators.

WeeFin saves you time in monitoring and analysing these indicators and ensures that you meet all your ESG obligations.

Business controls at your fingertips
and easier monitoring of alerts

Customisable controls

Automatic alerts
in the event of a breach

Monitoring changes in indicators

Checks type

Customisable controls

WeeFin makes it easy to monitor your sustainability strategy due to:
Check symbol blue
Creation of customisable business controls at several levels: company, portfolio and investment.
Check symbol blue
Access to a comprehensive library of controls (threshold, outperformance, outlier, variation, etc.)

Automatic alerts
in the event of a breach

Dashboards allow you to monitor alerts in the event of a breach:
Check symbol blue
Instant alerts are sent via dashboards and can be viewed on each portfolio page (hedging, minimum S.I threshold, portfolio temperature, sector exclusions, etc.).
Check symbol blue
The hierarchy of alerts can be customised to facilitate prioritisation
Check symbol blue
Alert reports are generated to centralise breaches and facilitate auditability

Monitoring changes in indicators

WeeFin Platform allows you to monitor the indicators integrated into your sustainability strategy:

Dedicated interfaces

Dedicated interfaces allow you to manage indicators at several levels: portfolios, benchmarks, universes, issuers, etc.

Line-by-line display

A line-by-line display allows you to view the most granular indicators at security/third party level

Trend graphs

Trend graphs make it easy to view and report on chosen sustainability indicators.

Strategic functionnality
to help you achieve your sustainability objectives

Easier access to data

Managers find the information easier to access and make greater use of it.

Time-saving

Intuitive interfaces that enable
ESG teams to set up
controls in 2 minutes or less.

Reducing reputational risk

with automated alert reports that reduce the risk of a breach going undetected.

Related resources

Article
8 min

Our Response to the Consultation on Biodiversity Risk Management by Insurers

Biodiversity and Finance: WeeFin responds to EIOPA's European consultation on biodiversity risks.
Read the article
Article
12 min

Our Response to the UK Stewardship Code Consultation 

WeeFin supports the review of the UK Governance Code to promote a more sustainable and transparent approach that is adapted to the current challenges of the financial sector.
Read the article
Article
10 min

Our Response to the UK Green Taxonomy Consultation

The UK is moving towards a green taxonomy to steer investments into sustainable activities. At WeeFin, we've responded to this consultation, drawing on our expertise with the European taxonomy. Explore our responses in this blog and learn how this initiative could reshape sustainable finance in the UK.
Read the article

Take advantage of WeeFin solution

Subscribe to the newsletter
Subscribe to our newsletter to receive our latest publications.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.