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.
Dashboards allow you to monitor alerts in the event of a breach:
Instant alerts are sent via dashboards and can be viewed on each portfolio page (hedging, minimum S.I threshold, portfolio temperature, sector exclusions, etc.).
The hierarchy of alerts can be customised to facilitate prioritisation
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.
In an expanding but sometimes confusing sustainable finance landscape, the European taxonomy represents a major step forward. Its objective is clear: to create a common framework to direct financing towards truly sustainable investments. This financing of the transition via the taxonomy is already identified: according to the Platform on Sustainable Finance, taxonomy-aligned investments by large listed European companies increased by a third in 2023, reaching €250 billion by the end of the year.
The beginning of 2025 has been marked by the development of sustainable finance standards in Europe. Amidst this regulatory and normative flurry, labels are evolving rapidly: the French ISR label deployed its V3 framework on 1st January 2025, Greenfin celebrated its 10th anniversary with a revised framework, and several other European labels have strengthened their requirements.
