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SFDR and EU taxonomy solutions

Upright offers a flexible toolkit to comply with the EU Sustainable Finance Regulation (EU SFDR) and EU Taxonomy regulations.

Upright's sustainable finance regulation toolkit

Upright provides a comprehensive toolkit that enables clients to meet regulatory mandates set in the EU's sustainable finance legislation.

Mandate
Solution
Impact reporting

    EU SFDR entity-level reporting mandate.

    EU SFDR product-level reporting mandate (Article 8 and Article 9 funds).

    EU taxonomy alignment reporting (funds and wealth management).
Upright impact data

    Comprehensive net impact metrics (for use as sustainability indicator for Article 9 funds).

    Metrics for all mandatory SFDR Principal Adverse Impact indicators, and select optional indicators.

    EU taxonomy alignment for current and upcoming objectives.
Acting on impact

    Requirement to consider sustainability risks in investment decisions.

    Requirement to take action on identified adverse impacts.
Upright platform

    Interactive tool for screening of investments based on Principal Adverse Impacts, violations of do no significant harm principle, and other vital factors.

    Access to comprehensive impact profiles of companies and funds for considering adverse impacts in proportion to positive impacts.
Mandates
Impact reporting

    EU SFDR entity-level reporting mandate.

    EU SFDR product-level reporting mandate (Article 8 and Article 9 funds).

    EU taxonomy alignment reporting (funds and wealth management).
Acting on impact

    Requirement to consider sustainability risks in investment decisions.

    Requirement to take action on identified adverse impacts.
Solutions
Upright impact data

    Comprehensive net impact metrics (for use as sustainability indicator for Article 9 funds).

    Metrics for all mandatory SFDR Principal Adverse Impact indicators, and select optional indicators.

    EU taxonomy alignment for current and upcoming objectives.
Upright platform

    Interactive tool for screening of investments based on Principal Adverse Impacts, violations of do no significant harm principle, and other vital factors.

    Access to comprehensive impact profiles of companies and funds for considering adverse impacts in proportion to positive impacts.

Data sources

Company disclosures

Disclosures by companies themselves, including annual reports, sustainability reports, and public disclosures to the CDP.

We collect this data with a combination of automated data extraction and manual data annotation.

Public analysis

News and other public analysis are used to produce metrics for which company disclosures are insufficient, such as metrics on UN Global Compact violations, or activity in biodiversity sensitive areas.

We collect this data with a combination of automated data extraction and manual data annotation.

Modelled estimates

We leverage the Upright net impact model to extend coverage beyond companies for which disclosures or reliable public analysis is available.

The Upright net impact model is part of our larger mission to incentivize companies to optimize their net impact and is a result of R&D investment of +5M€ over 4 years.

Company disclosures

Disclosures by companies themselves, including annual reports, sustainability reports, and public disclosures to the CDP.

We collect this data with a combination of automated data extraction and manual data annotation.

Public analysis

News and other public analysis are used to produce metrics for which company disclosures are insufficient, such as metrics on UN Global Compact violations, or activity in biodiversity sensitive areas.

We collect this data with a combination of automated data extraction and manual data annotation.

Modelled estimates

We leverage the Upright net impact model to extend coverage beyond companies for which disclosures or reliable public analysis is available.

The Upright net impact model is part of our larger mission to incentivize companies to optimize their net impact and is a result of R&D investment of +5M€ over 4 years.

Coverage

50,000
companies
35,000
funds
190
countries
150
major indices

Integrate with ease

Upright offers an easy-to-use platform and an API to efficiently integrate SFDR and EU taxonomy data with your investment, reporting, and engagement processes.

Platform

    Access and explore all impact data via the Upright's impact platform

    Screen investments based on Principal Adverse Impacts, violations of the "Do No Significant Harm" -principle, and other vital factors

    Meet reporting mandates efficiently with standard or custom reporting templates for batch reporting at entity-level (e.g. you as an asset manager), product-level (e.g. funds), or portfolio-level (e.g. individual wealth management customers)

API

We provide flexible APIs for moving data both in and out of Upright's impact platform.

    Import your data efficiently to the Upright platform at scale.

    Export impact data from the Upright platform to your systems.

    Create automated PDF reports.

    Get impact metrics for anonymous portfolios, without storing any of your data at Upright's servers. This is a good option e.g. for asset managers who wish to maintain maximum privacy for wealth management customers.

Why choose Upright?

Below are some reasons an increasing amount of asset managers, banks, pensions funds, private equity firms, and venture capital firms are choosing Upright.

Extensive coverage

Upright leverages its net impact model to extend company coverage beyond company disclosures. This allows Upright to provide coverage for assets that are not covered by other data providers.

Comprehensive solution

Upright provides a comprehensive solution for data needs related to both EU SFDR and EU taxonomy regulations.

Flexible licensing

Since Upright produces its own data, we can offer flexible and affordable data licensing options without being limited by restrictions set by 3rd party data providers.

Extend with net impact

Upright provides you an option to extend your impact reporting beyond regulatory requirements with a solution that considers the whole picture - including positive impacts.

Efficient integration

Upright is committed to delivering the data to you in a way that works efficiently within your processes - whether it is a standalone reporting solution or a flexible API.

Based in EU

Upright is based in the EU*, and all your data will be stored in the EU. We fully comply with all EU privacy regulations.

*Helsinki, Finland

Extensive coverage

Upright leverages its net impact model to extend company coverage beyond company disclosures. This allows Upright to provide coverage for assets that are not covered by other data providers.

Comprehensive solution

Upright provides a comprehensive solution for data needs related to both EU SFDR and EU taxonomy regulations.

Flexible licensing

Since Upright produces its own data, we can offer flexible and affordable data licensing options without being limited by restrictions set by 3rd party data providers.

Extend with net impact

Upright provides you an option to extend your impact reporting beyond regulatory requirements with a solution that considers the whole picture - including positive impacts.

Efficient integration

Upright is committed to delivering the data to you in a way that works efficiently within your processes - whether it is a standalone reporting solution or a flexible API.

Based in EU

Upright is based in the EU*, and all your data will be stored in the EU. We fully comply with all EU privacy regulations.

*Helsinki, Finland

What others say about Upright?

Understanding the externalities of what a company does, not just how the company embeds sustainability in its activities, is important to our portfolio managers in forming holistic, forward-looking assessments as an input to investment decisions.

Antti Malava

Head of ESG

Understanding the net impact of EQT’s investments helps us understand and communicate the big picture of what kind of value EQT creates.

Therése Lennehag

Head of Sustainability

Understanding the externalities of what a company does, not just how the company embeds sustainability in its activities, is important to our portfolio managers in forming holistic, forward-looking assessments as an input to investment decisions.

Antti Malava

Head of ESG

Understanding the net impact of EQT’s investments helps us understand and communicate the big picture of what kind of value EQT creates.

Therése Lennehag

Head of Sustainability