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Compliance and Reporting

Produce the regulatory reporting required under EU sustainable finance law. Data flows through from your uploaded portfolio holdings into PAI statements, periodic reports, EETs and EU Taxonomy alignment you can export as PDF, Word or Excel.

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New to Compliance and Reporting?

Three pages that cover what the product does, how data gets in, and the terms used across every module.

ExplanationWhat Compliance and Reporting doesThe regulatory outputs the product produces and the frameworks it supports, from SFDR to the EU Taxonomy.Read explanation How-to guideUpload a portfolio snapshotUpload a point-in-time snapshot of your fund holdings to Connect Earth.Read guide ReferenceKey termsDefinitions for the regulatory and data terms used throughout Compliance and Reporting.Open glossary

Modules

Documentation by module

Modules are grouped the way they appear in the product: Insights, Reporting and Risk.

Insights

Analyse the ESG, SDG and climate profile of a portfolio.

ESG3 pagesUnderstand ESG analysisHow ESG scores are calculatedExport an ESG PDF ReportOpen module SDG2 pagesUnderstand SDG alignmentHow SDG alignment is calculatedOpen module Temperature score1 pageUnderstand the temperature scoreOpen module

Reporting

Produce regulatory disclosures from your holdings.

Periodic report2 pagesUnderstand the Periodic ReportGenerate a Periodic ReportOpen module PAI2 pagesUnderstand the PAI moduleGenerate a PAI StatementOpen module EET2 pagesUnderstand the EETComplete and export an EETOpen module EU Taxonomy1 pageUnderstand the EU Taxonomy moduleOpen module MiFID II1 pageExport a MiFID II End Client ReportOpen module

Risk

Screen holdings and monitor controversies.

Exclusion ScreeningRead page Real-time ControversiesRead page How controversy scores are calculatedRead page

API reference

Compliance and Reporting API

The API has its own reference, hosted separately from these guides.

Open API reference

Still need help?

Our team answers questions about product features, data and exports.

Contact supportSend the team your questionKey termsThe Compliance and Reporting glossary