Measuring real world sustainability outcomes with ESG and fund-level data

Learn more about how the combination of FE fundinfo’s investment fund data with Matter’s rich sustainability insights will bring multifaceted transparency to fund-level information for investors, distributors and platform providers.

Following the announcement of our exciting partnership with Matter on 6 December 2023, this blog takes a deep dive into how the combination of FE fundinfo’s investment fund data with Matter’s rich sustainability insights will bring multifaceted transparency to fund-level information for investors, distributors and platform providers.

In recent years, the market has seen an upswing of topic-specific, real-world ESG data. Particularly, regulators are focusing their requirements on specific sustainability topics (e.g. the European Union’s Principle Adverse Impacts (PAI) metrics). Using such topic-specific data allows investors to measure the real-world outcomes – both negative and positive impacts – of their investments within specific areas which they may choose to target or monitor in an understandable and tangible manner.

Matter's datasets offer a higher level of granularity, allowing for more nuanced analyses. Their powerful analytics platform connects each security in your portfolio to insights from multiple datasets, enabling complex ESG analyses across various portfolios and benchmarks.

Now, with the partnership between FE fundinfo and Matter, investors have access to a comprehensive sustainability data feed.

FE fundinfo's robust fund portfolio holdings database seamlessly integrates with Matter's sustainability data. This integration empowers users to effortlessly access ESG and sustainability metrics, including data on emissions, climate commitments, SFDR, EU Taxonomy insights, and Sustainable Development Goals (SDG) alignment.

Transparency and accountability are at the core of Matter's approach. All data is traceable to its source, and the methodology applied to is fully disclosed. This commitment to transparency ensures the highest levels of rigor and quality in the data investors use.

Moreover, Matter's sustainability insights, both at company and at fund level, are aligned with leading frameworks such as the UN SDGs, TCFD, TNFD, and industry standards. This alignment enables investors to comply, report, and align with established and emerging ESG frameworks, extending the impact of sustainable investments beyond their organisations.

The collaboration between FE fundinfo and Matter enables for much more granular ESG reporting at the fund level.

Clients can now integrate sustainability and impact data with financial data, providing precise reporting and informed decision-making based on a diverse range of indicators.
The following fund level analysis will be available:

Core Climate Metrics:
Metrics on climate transition, including carbon scope, fossil fuel reserves, targets and commitments.

Core PAI Metrics:
Mandatory corporate and sovereign Principal Adverse Impact metrics (PAIs) for SDFR reporting.

Core Biodiversity Metrics:
Metrics on Natural Capital Management and Pollution in relation to Biodiversity

Core SDG Metrics:
Measurement of the alignment and misalignment of company revenues to the United Nation’s 17 Sustainable Development Goals (SDGs).

Additional PAI Metrics:
Selection of additional Environmental and Social Principal Adverse Impact metrics (PAIs) for SDFR reporting.

FE fundinfo offers Fund Managers and Fund Distributors a broad range of ESG service and we are pleased that our partnership with Matter will enable us to further expand our market-leading position in the provision of ESG data.

Learn more