Periodic Report - Annex IV & V

    Connect Earth equips Asset Managers by automating the creation of the periodic reports with structured data extraction, and pre-configured templates to produce accurate, consistent reports across multiple funds.

    Let's talkSee how Connect Earth can help
    AtlantCarlssonConsensusFinserveiSECLandkreditt
    SFDR

    How Connect Earth can help

    We assist you with seamless periodic reporting, saving manual time

    Efficiency

    Automate data population to reduce time and effort in periodic report creation across portfolios.

    Compliance

    Ensure all reports meet Annex IV & V regulatory standards with structured data extraction and pre-configured templates.

    Scalability

    Seamlessly generate accurate, consistent reports for large fund portfolios while minimizing manual workload.

    Insights

    Gain deeper visibility into SFDR Taxonomy, PAIs, and Sustainable Investments, enhancing sustainability reporting.

    Gain a team of climate advocates and experts, not just a technology partner. We're already helping pioneering enterprises like yours lead the way towards Net Zero.

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    FAQs

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    For what kind of assets does Connect Earth offer data?
    Connect Earth aggregates sustainability information of +36,000 publicly traded companies, +210,000 publicly traded funds, and sovereign bonds of +210 nations. Additionally, Connect Earth has the infrastructure to map any ISIN to the underlying issuers, ensuring best-in-class coverage regardless of the instrument you're investing through.
    What will my data coverage be using Connect Earth's universe?
    It depends on the companies, funds, and bonds within your portfolio. Our team offers a data coverage check as part of the product demo. If you want to make a coverage check, reach out at www.connect.earth/demo. If your fund invests in non-public companies, Connect Earth can help you fill in the gaps with a Data Request solution. You can request sustainability data input directly from your investees.
    How is Connect Earth's data sourced?
    Connect Earth combines its own research with multiple third-party data providers. This creates a complete data lake with multiple versions of the same data point. We have an internal quality assurance process to verify the data. Our team, then, selects the indicators with more documented and detailed data sources to select the best available source for any given KPI.
    Regulations & frameworks

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    01PAI Statement (SFDR)Automate Principal Adverse Impact calculations and reporting with Connect Earth.Learn more02Sustainable Investments (SFDR)Easily assess and report sustainable investments according to SFDR definitions.Learn more03End Client Report (MiFID II)Generate MiFID II-compliant end-client sustainability reports.Learn more04EU TaxonomyAnalyze portfolio alignment with EU Taxonomy sustainable activities.Learn more05European ESG Template (EET)Streamline the creation of European ESG Template files for your funds.Learn more
    Resources

    More resources about Periodic Report - Annex IV & V

    Connect Earth Overview: The Sustainable Finance OS
    Brochure

    Connect Earth Overview: The Sustainable Finance OS

    The transition to a low-carbon economy requires financial institutions to navigate complex regulatory requirements while simultaneously identifying new green growth opportunities. ...

    View resource
    SFDR 2.0 sustainable finance regulation
    Insights

    What the SFDR 2.0 Means for Sustainable Investing and What's Coming Next

    This is our first blog post as the new Connect Earth (aka our new Sustainable Finance OS), and we're glad you're here.

    Read article
    Insights

    SFDR Update: ESAs call for stronger Principal Adverse Impact disclosures in 2025

    The European Supervisory Authorities (ESAs) have just published their 2025 Report on voluntary disclosures of Principal Adverse Impacts (PAIs) under the Sustainable Finance Disclos...

    Read article
    Use cases

    A flexible, modular solution to support your business type

    Use case

    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
    Learn more
    TideKBCYuhEmirates NBD

    Take the first step to optimize your sustainable finance work

    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.

    Let's talk