KnowYourFunds is a cloud-based SaaS solution that enables investment institutions to deliver continuous, automated ESG oversight and reporting. Incorporating a Look-Through Engine, the oversight of externally managed collectives and fund-of-funds structures is achievable to ensure the highest standards of ESG compliance across the entire investment universe.

At the heart of the KnowYourFunds platform is the ESG Book of Record: a central data repository where the ESG alignment of all investments is checked and recorded against user-defined rules based on any of the metrics within the chosen data-provider’s data dictionary. This independent, empirical and continuous oversight enables users to ensure, and be able to evidence, the highest standards of ESG compliance at a significantly lower cost and resource burden that has previously been the case.

The impending implementation of the FCA’s anti-greenwashing rules and the recent consultation paper about widening the regulatory perimeter of the SDR regime to include portfolio managers means the wealth sector needs strategic, technical solutions to ensure ESG compliance in an environment of increased regulatory and investor scrutiny.