The platform
The sustainable finance operating system
No matter the problem, these are the blocks we assemble a solution from: a traceable data foundation, the calculations that make it mean something, and the delivery to put it where you work.
200+ ESG KPIs per company, blended across several data providers plus your own, every figure traceable to source and carrying its own quality score.
The modules and calculation capabilities that turn raw data into disclosure, screening and risk insight, calculated and reconciled to your methodology and run across every fund in one pass.
Platform access, batched and scheduled reporting, and all the customer portals or integrations needed to suit your workflows, including your own AI agent. However your team works today, the data arrives where it is already looking.
The OS for Asset Management
The outcomes we influence for investors.
Reporting that arrives publish-ready, every figure traceable to the issuer that published it, and ESG data available at the point the investment decision is made.
Simplify compliance. Accelerate sustainable impact.
Compliance, automated end to end. Publish-ready outputs for every SFDR obligation on your calendar, with the regulatory upkeep on us.
- Automated tools for SFDR, PAI, EET, and ESG reporting
- Portfolio screening with real-time insights
- Transparent data collection for unlisted businesses
- Optimise disclosure processes for ultimate peace of mind
Controversies surfaced across the portfolio, by ESG event category.
You know about a controversy the day it happens
We're hearing that controversy screening is often split across a couple of tools plus somebody watching the news. Connect Earth monitors every holding continuously and drafts the memo as soon as something breaks, with scoring you can defend to an investment committee.
- Live controversy monitoring with AI-drafted memos
- ESG scoring configurable to your own policy
- Alerts the moment a holding breaches your policy
- Severity, status and exposure tracked over time
| Assets (10/30) | Contribution | |
|---|---|---|
L'Oréal Company - L'Oreal SA | 4.04% | |
Siemens Company - Siemens AG | 3.62% | |
ASML Holding Company - ASML Holding N.V. | 3.62% | |
EssilorLuxottica Company - ESSILORLUXOTTICA | 3.62% | |
Accenture Company - Accenture Plc | 3.62% | |
Christian Dior Company - Christian Dior S.A. | 3.62% |
ESG analysis available before the trade is made
We often see a PM email the sustainability team for a green or red light, which leaves ESG outside the way names actually get picked. With the methodology documented and alignment visible per holding, the analysis is there when the decision is made.
- Your screening methodology, documented and auditable
- Impact and SDG alignment across every portfolio
- AI due-diligence memos in under five minutes per company
- Paris alignment and temperature score per fund
Complete a few inputs to export automated completion of the quantitative values required in the periodic disclosure for articles 6, 8 and 9.
Help centreEvery fund's reports, in one run
We're hearing that reporting season still means one fund at a time for many teams. Batch generation runs periodic, EET and PAI reports across the whole range from master templates, with per-fund overrides and a review workflow built in.
- Annex IV and V, EET and PAI across the range in one run
- Master templates that cascade to every linked report
- Per-fund overrides that survive regeneration
- Status tracked for every fund as the batch runs
A flexible, modular solution to support your business type
Retail Banking
Enabling retail banks to empower millions of customers with carbon insights, sustainable spending habits, and green product adoption.
- Immediate customer engagement
- Everyday carbon made visible and relevant
- Drive adoption of sustainable products
- Strengthen brand reputation & loyalty
The infrastructure for systemic climate action
In our experience sustainability only works when it’s easy, embedded where the work already happens, and good for the business as well as the planet.
The Operating System is built for that. Clever automation keeps the effort low, outputs and integrations are flexible enough to fit around the way your team already works, and we concentrate on the sustainability problems that have a direct effect on business outcomes.
Sustainability data wherever you need it.
Log in to a reporting workspace, call the API, take a scheduled file drop, or ask your own agent. Choose the setup that fits your workflow, backed by the same data underneath.
10 out of 30 portfolio companies have SBTis on Mid Term timeframe, weighting 33.33% in your portfolio.
| Enabling Avg. | Transitional Avg. | Yearly Avg. | |
|---|---|---|---|
| Eligible - Aligned | 14.8% | 0.36% | 36.37% |
| Eligible - Non Aligned | 4.94% | 7% | 32.6% |
| Non Eligible | - | - | 29.03% |
| Coverage | 98.24% |
Get started with the Sustainable Finance OS today
Whether you use one module or the whole system, embedding sustainability into your business helps build a future your customers, and your bottom line, will thank you for.