Asset Management | Digital Transformation | General | Legal Documents | Regulatory
Written by Sebastian Höft
Jan 24, 2025
In recent years, the Green Economy has experienced remarkable growth, driven by increasing investments in renewable energy, sustainable infrastructure, and climate-friendly technologies. With global investment volumes projected to reach USD 4 trillion by 2030*, this trend presents vast opportunities—particularly for asset managers and fund providers. However, these opportunities come with heightened regulatory requirements, compelling businesses to redefine their reporting and compliance processes.
Currently, regulatory frameworks such as the EU Taxonomy, the Sustainable Finance Disclosure Regulation (SFDR), and ESG disclosure obligations set forth by ESMA and EBA are of critical importance. Additionally, national regulators like BaFin (Germany) and the FCA (UK) are increasingly enforcing detailed guidelines to ensure compliance with ESG standards. Recent amendments to the SFDR (EU) / SDR (UK), as well as forthcoming updates to ESG standards by ESMA and the FCA, bring new challenges but also clear opportunities for the financial sector.
Technology as the Key to Regulatory Compliance
As the Green Economy evolves rapidly, it is clear that technology plays a central role in addressing regulatory demands. Regulatory Reporting SaaS (Software-as-a-Service) solutions, in particular, enable asset managers to navigate the dynamic regulatory landscape efficiently and cost-effectively.
LPA’s Capmatix AM platform is a solution designed to help asset managers, banks, and insurance companies meet regulatory requirements set forth by ESMA, BaFin, FCA, and other supervisory authorities with precision and efficiency. Our SaaS solution offers a comprehensive suite of features to:
Ensure compliance and meet regulatory obligations:
With the latest updates to the ESG-EET standard 1.1.3 and automated integration of all relevant fields, asset managers, insurers, and banks can effortlessly comply with SFDR, MiFID II, Solvency II, and PRIIPs requirements through our Capmatix AM cloud platform.
Simplify data management:
The Capmatix AM platform facilitates the collection, classification, and integration of all ESG metrics as outlined in Articles 8 and 9 of the SFDR, while incorporating Principal Adverse Impacts (PAI).
Optimise reporting and transparency:
By automating pre-contractual and annual reports (e.g., PRIIPs and Solvency II risk reports) and adhering to jurisdictional requirements—from the EU to the UK—asset managers can create consistent and audit-proof documentation seamlessly. This allows them to focus on successful distribution and portfolio management while reducing maintenance costs and the time spent on regulatory reporting.
RegTech for Sustainable Transformation
The latest regulatory developments demonstrate that ESG compliance is not just an obligation but also a competitive advantage. With our Capmatix AM platform, we provide companies with a powerful tool to fully leverage the opportunities of the Green Economy investment strategy and the growing demand for sustainable investments while ensuring regulatory confidence.
Given the increasing importance of sustainable investments and regulatory demands, we invite you to collaborate with LPA and join the transformation. Let us shape the future of asset management together—sustainably, compliantly, and innovatively.
*The projection of USD 4 trillion in global investment volume by 2030 is derived from various reports and forecasts by leading institutions and organisations. This figure is often cited in the context of the global transition to clean energy and infrastructure. It is based on estimates reflecting the rising capital needs for technologies such as solar and wind energy, hydrogen, smart grids, sustainable transport, and energy-efficient construction
Sources:
International Energy Agency (IEA): The IEA publishes reports like the World Energy Outlook, which estimate investments in renewable energy and clean technologies.
BloombergNEF (BNEF): A leading provider of sustainable investment data, BNEF regularly reports on the development of the Green Economy and publishes estimates of global investment volumes in clean energy and infrastructure.
United Nations (UNEP): The UNEP Finance Initiative (UNEP FI) and UN reports on climate finance also highlight global investment needs and forecasts for transitioning to sustainable economic systems.
IPCC (Intergovernmental Panel on Climate Change): The IPCC issues scientifically grounded reports that often emphasise the need for massive investments in green technologies by 2030.
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