Environmental, Social, and Governance (ESG) reporting is an increasing challenge for asset managers as ESG funds continue to grow in popularity, given that the data collection requirements can be complex.
IVP helps asset managers achieve full compliance more efficiently with IVP Regulatory Reporting (Raptor) for ESG, a set of specialized modules designed to automate ESG disclosures and reporting in line with global mandates.
Data Sourcing from Structured and NLP Vendors
Data Cleansing, Enrichment, and Validation
Automated Generation of TCFD and SASB Reporting
Overlap with SASB Materiality Framework for
Industry Materiality Maps
Data Integration for SFDR and UNPRI Reporting
Rich Formatting and Editing
Data Drill-down for Numerical Calculations
FOUR ESG REGULATORY REPORTING MODULES
The TCFD module automates reporting of financial materiality and performs scenario analysis in line with TCFD recommendations. The module identifies underlying data for the TCFD framework, including calculation of carbon emission, footprint, and intensity, as well as exposure to carbon-related assets.
The SASB module automates and accelerates the reporting of financially material sustainability information. It identifies underlying data aligned with the SASB framework using built-in metric calculation, seamless integration with upstream systems, data quality checks, and automatic generation and submission of reports.
The SFDR module simplifies and automates SFDR reporting by streamlining collection and consolidation of ESG metrics for disclosure generation. It performs fund classification according to predefined rules to ensure reliable reporting of Principle Adverse Impacts (PAI) and calculates PAI metrics such as GHG emission, carbon footprint, and GHG intensity with a comprehensive dashboard for easy review.
The UNPRI module simplifies and accelerates reporting by identifying underlying data for the UNPRI framework. It calculates related metrics, integrates easily with upstream systems for data collection, checks data quality, pre-fills forms based on the previous year’s reports, and automatically generates and submits the appropriate reports for compliance.
ADVANTAGES FOR ASSET MANAGERS
Source ESG data from all major providers and cleanse it to generate accurate reports.
Consolidate all ESG disclosures and reporting workflows within a single platform.
Smart Data Cultivation
Save time with pre-populated answers, templated forms, rich text editing, and formatting.
Streamline ESG filing from data sourcing to final text generation and submission.
Let IVP Managed Services complete ESG forms before requesting final approval.
Get expert insight on all six sustainability guidelines: GRI, SASB, TCFD, IIRC, CDSB, and CDP.
ESG REPORTING AS A SERVICE
With IVP Managed Services, IVP Regulatory Reporting (Raptor) enables “ESG Reporting as a Service.”
Empowered by digital-first technologies, our highly experienced regulatory analysts perform the “heavy lifting” of data sourcing, cleansing, and report preparation, reviewing all data to check for errors in structure, grammar, and numerical calculation. This first-level validation streamlines later approvals for a more efficient overall approach.