What’s New In Investments, Funds? – Allfunds, MainStreet Partners

The latest news in investment offerings, financial products and other services relative to wealth advisors and their clients.

Allfunds, MainStreet Partners

Allfunds and MainStreet
Partners have launched the Sustainability
Navigator, a tool designed to streamline the construction of
sustainable investment portfolios and deliver data insights for
asset managers and wealth managers, in line with the the EU’s
Sustainable Finance Disclosure Regulation (SFDR) regulation.

The Sustainability Navigator gives users the option of uploading
existing portfolios and to gain instant access to a detailed
report and breakdowns of several data points including:
percentage of sustainable investments, ESG ratings, presence of
controversies, and taxonomy alignment.

Alternatively, it enables users to build customised
portfolios from scratch and in line with Article 8 and 9 of
the SFDR, using a universe of over 8,500 issuers. 

MainStreet is part of the Allfunds Group, a global wealth tech
company with a service offering tailored for fund houses and
distributors. It is located in London and regulated by the
Financial Conduct Authority.