SimCorp signs partnership with Matter to provide investors sustainability insights
4 April 2023
SimCorp announces that it has entered a partnership with Matter to provide institutional investors a granular, transparent view of the extent to which their portfolios are aligned – or misaligned – with the United Nations Sustainable Development Goals (SDGs).
The portfolio alignment analysis is based on Matter’s SDG Fundamentals framework. The framework measures how the revenue a company generates is aligned or misaligned with the achievements of the 17 SDGs.
"Institutional investors are increasingly focused on the ability to quantify and monitor the societal impact of their investments in real-time, with SDG alignment becoming an industry standard,” says Carl Balslev Clausen, Director and Head of ESG Product Management at SimCorp.
“Matter’s SDG alignment framework is very comprehensive, and we are delighted to incorporate Matter's dataset into our ESG and sustainable investment solutions,” Balslev Clausen continues.
The new partnership enables common SimCorp and Matter clients to improve impact monitoring and reporting, as well as identify new investment opportunities, through Matter’s sustainability insights related to the UN SDGs, and over time also EU Sustainable Financial Disclosure Regulation (SFDR) and EU Taxonomy.
This new workflow supports the SimCorp Integration Model (SIM) which will allow common clients to make better informed investment decisions using a clearer picture of their capital allocations from a sustainability point-of-view.
“Our clients acknowledge that optimizing for sustainability is a wicked problem, requiring transparent and granular data integrated into the portfolio and investment management platforms where they are making their everyday investment decisions,” says Niels Fibæk-Jensen, CEO and co-founder of Matter.
“We are delighted to work with a market leader like SimCorp to deliver more deeply integrated and efficient tools to clients.”
Matter SDG datasets assist investors in enriching their approach to sustainability analysis in four ways:
- Integration: helping investors identify sustainable thematic head- and tail-winds to inform their investment decision-making;
- Regulatory compliance under SFDR and MiFID II to inform ‘sustainable investment’ determination;
- Stewardship and exclusion purposes: helping investors to identify revenues misaligned to sustainable themes; and
- Portfolio construction and reporting for thematic and impact funds.
Enquiries regarding this announcement should be addressed to:
SimCorp: Søren Rathlou Top, Global PR & Communications Manager
Email: [email protected]
Matter: Niels Fibæk-Jensen
Email: [email protected]
SimCorp offers industry-leading, integrated investment management solutions.
Our platform and ecosystem, comprising partners, services, and third-party connectivity empowers us to provide 40% of the world’s top 100 financial companies with the efficiency and flexibility needed to succeed.
With over 25 offices around the world, and more than 2,200 employees, we are a truly global, collaborative team that connects every continent and industry seamlessly.
For more information, visit www.simcorp.com.
Matter provides sustainability data, analytics and reporting solutions for asset managers, asset owners, banks and investment platforms.
Matter products and services include analytics tools for sustainability analysis and regulatory reporting of portfolios and funds, and data offerings spanning companies’ alignment with the UN SDGs, their sentiment in global media, and actionable insights from domain experts and research organizations.
Matter is headquartered in Copenhagen, Denmark, and is serving customers in North America, Europe and Southeast Asia. For further information on Matter, please visit our web site at www.thisismatter.com/our-approach.