Sustainable Investments Screening

    Quickly assess what percentage of your portfolio are sustainable investments according to your own definition, while relying on transparent data.

    AtlantCarlssonConsensusiSECLandkreditt
    SFDR

    How Connect Earth can help

    Build your own sustainable investments methodology step by step, and see the proportion at both product and entity level, including funds of funds. Every classification carries an audit trail back to why a holding was included.

    Easily screen the sustainable investments of your portfolio

    Save time

    Quickly screen what percentage of your portfolios is considered sustainable investments

    Course correct

    Understand how the percentage of sustainable investments changes over time

    Visualize

    See the list of investments considered "sustainable" and "not sustainable" according to your own criteria

    Analyse & Discover

    Assess the performance of each instrument against indexes and benchmarks

    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.

    All case studies
    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.
    Who keeps the templates updated when the regulation changes?
    We do. PAI statements, EET files and periodic reports are kept in step with the latest version of each template and regulation, so an amendment doesn't turn into a project for your team. Regulatory upkeep stays with us.
    What is SFDR 2.0 and how is Connect Earth preparing?
    SFDR 2.0 is the proposed overhaul of the current disclosure regime, still working through trilogue negotiations. The proposal introduces three sustainability categories in place of the current Article 8/9 split, alongside minimum exclusions, with reporting expected roughly 18 to 24 months after the rules are agreed. We're preparing for it now: the categories, thresholds and exclusions are proposals rather than settled rules, so we're building the flexibility to adapt as the text firms up rather than committing to today's draft.
    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
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    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.