ESG Data Intelligence for investment pros

Thanks to the open architecture of the ESG platform, IDS can integrate a variety of vendors such as MSCI, Arabesque or Refinitiv. We can enrich and aggregate their data, whether it is ratings, scores or controversies & business involvement. We can even integrate internal ratings and scores.

Our ESG solution is already capable of generating the data to be disclosed in the future and populating all required reporting formats – at company and portfolio level. This includes SFDR levels 1 and 2, calculating the proportion of EU taxonomy-compliant investments in the portfolio, PAIs incl. quality-assured carbon footprint and output via ESG factsheets and European ESG Templates (EET). Future requirements can also be implemented before they come into force.

IDS is partnered with Allianz for ESG data solutions. Our jointly developed tools, thoroughly tested in live operational settings, give us the special technical expertise required of an ESG pioneer in Europe – on both the asset owner and asset manager side. In addition, we participate in special committees and expert forums and work with other market participants to develop industry standards for the dissemination of ESG data – such as FinDaTex, European ESG Template (EET).

We have been producing documents such as annual/semi-annual reports, UCITS KIIDs, PRIIPs KIDs and factsheets using the specific layout requirements of our customers for many years – reliably, efficiently and in high graphic quality. If required, we also take care of the translation of narratives/phrases and texts into any required language and output the texts in all necessary font formats.

IDS supports the determination of ESG country ratings and calculates the PAI indicators required for countries. Likewise, we provide a configurable infrastructure for decentralized collection of ESG data, such as types of use or energy efficiencies of real estate.

All analyses performed by IDS can be returned to asset owners and asset managers via flexibly configurable data formats at any aggregation level and imported, for example, into their web frontend or portal solutions. We produce the European ESG Template (EET) for our clients; the required documents already comply with Article 173 of the French Energy Transition Law.

We support you in mandatory monitoring of the information published by your portfolio management pursuant to the SFDR. We provide the relevant data packets via a frontend on a “need-to-know” basis and ensure audit-proof implementation of the review and approval process.

We obtain all necessary portfolio, investment and company data for you from all relevant sources, consolidate the data, ensure the required data quality and store the data for you in a standardized form – across all common investment vehicles. If required, we can enrich your data with all necessary information and provide a look-through.

All data is managed on IDS' central ISAE 3402-compliant data platform. Our systems and processes meet or exceed international IT security standards and are ISO 27001 certified. All enrichments, transformations or changes to data delivered by IDS can be traced at any time, ensuring the full-time audit-readiness of the result data. IDS clients can continuously monitor the calculated ESG data via the IDS frontend and thus verifiably fulfill all required auditing and release obligations. If necessary, we can have our reports assessed by an independent auditor and provide you with the requisite test certificates.

Our range of services extends far beyond an SFDR reporting package. We support our clients in integrating ESG into all primary and secondary processes of the investment value chain – e.g., investment screening, risk measurement, regulatory or performance reporting. Contact us as well for assistance with portfolio decarbonization, climate stress testing/reporting or Article 173 FETL reporting.