We're combining two months of updates into one announcement this month. April brought a methodology update to PAI and EU Taxonomy calculations in line with the latest ESMA Q&A on SFDR. May is all about reducing the daily friction of using the platform: a consolidated asset view, an updated exclusion screening flow, easier exports, and the groundwork for an exciting new controversy monitoring feature.
What was released
May: compliance workflows now active
The workflows feature can now be activated in your platform. Sustainability Leads can create tasks, set reminders, and receive in-app and email alerts for each step of a reporting cycle, so the work that used to live in spreadsheets and inboxes now sits next to the underlying data.
April: PAI and Taxonomy methodology aligned with ESMA Q&A on SFDR
Three methodology changes shipped: long/short netting by issuer (with net-zero or net-negative issuers excluded), renormalisation of remaining weights to 100%, and parent fund coverage weighted by sub-fund participation. All funds will see some movement in reported figures; this is a calculation correction, not a deterioration in the underlying portfolios. For material year-on-year changes, consider a short disclaimer in this year's PAI report. Happy to share suggested wording.
Reliability and stability fixes
Sustainability report generation is more reliable on slower downstream calculations and some intermittent API auth errors for higher-volume customers are resolved.
What's next
Bringing the platform closer to your day to day workflows
The consolidated asset view is where most of this month's work has gone. Looking at a single holding today can mean visiting six different modules (ESG, PAI, SFDR, Taxonomy, Temperature Score, Climate). The unified view replaces that with one configurable table covering equities, bonds, sovereigns, and fund-of-funds with look-through, and CSV and Excel exports are built in. Exclusion screening is being reworked alongside it so portfolio policy checks live in the same place as the rest of the analysis. One screen, one export, less bouncing between modules.
Bringing real-time risk monitoring to Connect Earth
The larger piece coming next is real-time controversy monitoring. The manual news-scanning step (half a day or a day per week for many teams) is one of the worst uses of your time, and quarterly ESG ratings are too slow to catch incidents that matter for client communication. The team is finalising data partners and the supporting model: per-case sourced descriptions, severity scoring that distinguishes allegation from conviction, UNGC classification, and time-series exposure so you can see whether things are improving or getting worse for any holding.
Individual changes
From the April release
Methodology changes (aligned with ESMA Q&A on SFDR):
- Long/short positions netted by issuer; net-zero or net-negative issuers excluded entirely
- Remaining positions renormalised so portfolio weights sum to 100%
- Parent fund coverage weighted by sub-fund participation, by holding type (corporates or sovereigns), rather than inherited at 100%
From the May release
- Compliance workflows feature now active: tasks, reminders, in-app and email alerts
- Reliability and stability fixes: report generation, API auth, Webflow endpoint