Datia's Product Updates - January 2025

Key takeaways

As we kick off a new year, this month we’re excited to unveil a number of exciting updates. These new enhancements will make sustainable investment decisions easier, faster, and smarter. From reducing manual input to saving you time and delivering deeper insights, these updates are all about giving you more control and streamlining your workflows.

New EET Version 1.1.3 updated on the platform: We're happy to announce that our platform has been updated to the latest EET Version 1.1.3. On December 2024, FinDatEx published a new version of the European ESG Template, Version 1.1.3. The amendments implement the ESMA fund naming guidelines, and PAB and CTB screening inclusion. Read our latest blog for more information and get in touch with our team if you have any questions.

Check out the key highlights below and see how you can start off the year strong with our most powerful tools:

ESG

PDF Export - Compact Expanded

  • Chose between extended (original format) and condensed horizontal formats, with coverage previews during the process.
  • Only Relevant Business Involvements Are Included: The PDF export will now reflect only the Business Involvements displayed in the interface. Previously, you could hide unnecessary Business Involvements using the "hide" function. Now, only the visible and customized selections will be included in your exported file.
  • Enhanced Flexibility: Manually allowed companies within these Business Involvements, along with their reasons (if entered), will still appear in the report.
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Screenshot 2025-01-22 150125

Customized Indexes

Create and edit your own custom indexes in the Settings page. You can use the indexes across the platform in different modules such as in ESG and PAI, and have several indexes at once.

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New User Interface

We’re thrilled to announce the launch of a new user interface on our platform! Here's what you can expect:

  • Enhanced Navigation: A more flexible and intuitive navigation system designed to improve your workflow.
  • Upcoming Feature Integration: This update sets the stage for introducing the much-anticipated FoF exposure feature.
  • Streamlined Design: The old selector (entity level-product level) is being replaced with a new design closely aligned with our updated design system for a seamless experience.
  • Style-Only Change: This update focuses solely on the interface's style and composition; there will be no changes to the platform’s existing functionalities.

Want a sneak peek video of the changes and updates we make to our platform? Sign up to our Newsletter below and stay tuned for all the latest insights so you don't miss out.

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