Scale transformation with a focus on long term sustainability for your organisation
We help pension funds and insurers integrate sustainability factors and comply with regulations at scale
FEATURES & BENEFITS
How we can help
Life insurance and pension fund providers are key distribution channels for investment funds alongside banks and platform providers. Uncertain market conditions, stricter regulations, ESG-conscious investors and legacy systems, are urging life and pension companies to focus on reducing costs with an eye on long term growth.
The simplification of systems, digitalisation of investor journeys and building a robust technology ecosystem are just some of the solutions life and pension companies seek to alleviate these challenges.
We are able to provide support in these areas, helping life and pension companies enrich the client experience, navigate the complex regulatory landscapes and ultimately streamline operations for long term growth.
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Regulatory and ESG reporting
As the largest fund document production supplier in Europe, we support the end-to-end process covering all aspects of data management and calculations run from proprietary and regulatory data, through to the production of:
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PRIIPs (Packaged Retail and Insurance-based investment products) KIDs (Key Information Documents),
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TCFD (Task Force on Climate-Related Financial Disclosures) reports,
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SDR (Sustainable Disclosure Requirements) – product-level disclosures
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SFDR (Sustainable Finance Disclosure Regulation) reports – including periodic disclosure reports and principal adverse impacts (PAI) statement requirements
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Integrating sustainability factors and ESG data
We are ESG data provider agnostic which means we integrate your ESG data from your chosen provider(s) with your proprietary information, to produce your client facing ESG documents, whether that be the production of detailed ESG reports or marketing ESG fund factsheets.
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Interoperability of services
We provide the technology infrastructure to enable the interoperability of support services you need. We’ve built in robust validations, controls and automated workflows to deliver value through our Fund Information Hub, from core data management capabilities to the effective distribution of your fund information into the market.
Scale transformation with a focus on long sustainability for your organisation
Comply with fund regulations and integrate sustainability factors with ease
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Porfolio
Scale up your regulatory compliance and investor engagement
Ensure effective client communications and reporting with an integrated data and technology solution.
Data & Document Feeds
Our state-of-the-art Data Feed Portal gives you access to our golden source fund database. Whether you need static, dynamic, or regulatory data, our portal gives you the flexibility and control to access your necessary data points, determine the frequency and format in which they are delivered – ready to be fed into your bank-owned or bank-aligned platforms, critical to fund distribution.
- Direct from source
- Global coverage
- Regulatory compliance
- Cost & risk mitigation
Regulatory & Marketing Document Production
As the largest fund document production supplier in Europe, we leverage our close relationships with template issuers and regulators, giving us an opportunity to lobby changes beneficial to our clients.
Our technology facilitates flexible, transparent, automated and compliant document production in up to 35 languages.
- Data excellence
- Digitalisation & automation
- Comprehensive solution
- Flexible tool
ESG Reporting
With our ESG Reporting solution, we help you comply with new and evolving ESG and climate disclosure requirements and produce comprehensive ESG reports. We support the production of regulatory reports such as SFDR, SDR and TCFD, as well as enable the integration of financial and ESG data to produce investment fund factsheets at scale.
- Insource ESG expertise
- ESG reporting & disclosure
- Regulatory compliance
- Integrated sustainability factors
Digital Solutions
Enhance your digital investor engagement with our Digital Solutions. Empower your investors and financial advisers with dynamic fund research analysis tools. Integrate widgets onto your websites, including performance charts, asset breakdowns and data tables which are built according to your specific needs and made to empower investment decisions.
- Seamless integration
- Continuous innovation
- Configurable & scalable
Research & Insights
Gain sector insights and conduct value assessments of funds, with FE Analytics and FinXL. With one of our flagship products, your marketing, distribution and client relations teams gain direct visibility of fund data in the market, giving you the freedom to conduct market and fund research, review your investment propositions and compare ESG credentials for your clients.
- Benchmark & research funds
- Wealth of data at your fingertips
- Comprehensive solution
RELATED INSIGHTS
What we think
Stay better connected and better informed with our expertise and insights for more efficient investment decisions based on trusted, insightful information.
![Regulatory Document Production[1]](/media/ptmnipyx/regulatory-document-production-1.png?width=450&v=1da7a20e8513830)
