ESG Data for More Informed Sustainable Investment Decisions

With more and more investors wanting to invest in green or sustainable financial products, our clients have a need for data that makes it easy to select such ESG focused products. In addition, there are regulations in the EU such as MiFID, SFDR and Taxonomy, that require investment firms and wealth managers to consider ESG preferences of their customers and to make disclosures on the sustainability of their investments.
Our package enables investment managers to invest in or recommend sustainable investment products, in particular mutual funds and ETFs, to their clients.

  • Asset Management
  • Wealth Management / Private Banking

  • Advisory
  • Compliance
  • Portfolio Management
  • Reporting
  • Risk

The package delivers regulatory and non-regulatory ESG information on investment funds and other investment products - ca. 100'000 funds covered (in continuous expansion). Content scope:

  • SFDR fund classification (Article 6,8,9)
  • ESG Labels
  • E,S or G focus
  • ESG category for German market
  • AMF Doctrine for the French market

  • SIX leverages its connections to several hundred manufacturers of financial products and its sophisticated infrastructure to source this data, which means clients receive data on a broad range of funds.
  • This dataset addresses a specific need for high level ESG data on financial products. 
  • The information provided in this dataset is also included in the MiFID II Investor Protection dataset.