Allfunds and MainStreet Partners have announced the launch of the Sustainability Navigator, a new automated tool that helps build and assess investment portfolios following the EU's Sustainable Finance Disclosure Regulation (SFDR).

The Sustainability Navigator combines the strengths of both companies. MainStreet Partners brings their deep knowledge of sustainability consulting and data since 2008. Allfunds contributes its user-friendly digital platform, Allfunds Connect, for easy access to the tool.

Benefits for Asset and Wealth Managers

The Sustainability Navigator offers two main benefits

• Analyse Existing Portfolios: Upload your current portfolio and get a quick report with breakdowns of key data points, like the percentage of sustainable investments, ESG ratings, any controversies linked to holdings, and how well your portfolio aligns with the EU's sustainability classification system (taxonomy).
• Build Sustainable Portfolios: Create custom portfolios from scratch that meet the requirements of Article 8 and 9 of the SFDR. Choose from over 8,500 issuers and use various filters based on best practices for ESG screening, including controversies, specific sustainability factors (PAI), and alignment with the UN Sustainable Development Goals (SDGs). This lets you build portfolios that match your specific sustainability goals and get detailed ESG information for each investment.

Key Features of the Sustainability Navigator

• Deep Data Insights: Analyse a vast database of over 8,500 issuers to understand your portfolio's risk and positive impact.
• Real-Time Analysis: Filter and analyse sustainable investment options instantly.
• Simplified Portfolio Building: Build sustainable portfolios easily with a tool designed to meet current EU regulations.
• User-Friendly Interface: The tool offers a clear and intuitive experience to help you make informed investment decisions.

Juan de Palacios, Chief Strategy and Product Officer at Allfunds, proudly states, "We are thrilled to release this tool, showcasing the fruitful collaboration that has evolved since we announced Allfunds' acquisition of MainStreet at the beginning of 2023. This undertaking aligns perfectly with our ambition at the time of leveraging leading sustainable data and expertise and integrate it who seamlessly into Allfunds' one-stop-shop approach."

Simone Gallo, Managing Director at MainStreet Partners adds “The development of the Sustainability Navigator, supported by Allfunds extensive distribution network, will bring MainStreet’s expertise closer to a wider audience. Together we have built a unique digital tool to automatise the main needs of several investors that want to build an Art.8 product or transform an Art.8 into and Art.9 and have often asked us: how can I build and audit efficiently and cost-effectively several sustainable universes using thousands of data points that speak the language of the SFDR framework?”

Simone Gallo, Managing Director at MainStreet Partners adds “The development of the Sustainability Navigator will bring MainStreet’s expertise closer to a wider audience. We have built, together with Allfunds, a unique digital tool to automatise the main needs of several investors that want to build an Art.8 product or transform an Art.8 into and Art.9 and have often asked us: how can I build and audit efficiently and cost-effectively several sustainable universes using thousands of data points that speak the language of the SFDR framework?”

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Source: Allfunds