Our ESG solutions

How does SGSS support asset managers in their sustainable investment strategies?

The consideration of ESG (Environment, Social, Governance) criteria has become a key topic in finance and a major theme for both asset managers and asset owners. In a complex regulatory framework (SFDR, Taxonomy, CSRD, etc.), SGSS supports you every step of the way in defining and implementing your ESG strategies.

Overview

SGSS provides a suite of outsourced solutions to comprehensively address your operational needs, incorporating ESG criteria throughout the processing chain and at each operational stage:

  • Solution for pre-trade monitoring before placing orders on its outsourced portfolio management platform integrated with middle-office services, as well as indicators and reports to guarantee alignment with the ESG strategy defined.

  • Data management solution for Private Markets players to measure the impact of the ESG commitment of your investments in this asset class.

  • Extended reporting offer for asset managers and asset owners to meet both client expectations and regulatory constraints on the measurement and communication of ESG achievements.

  • Routing of General Meeting (GM) voting instructions, facilitating shareholder voting in accordance with the ESG commitments defined.

Key features and benefits

Ensures upstream control of the effectiveness of your long-term investment strategies by integrating ESG management into the CrossWise outsourcing solution, which offers:

  • Automatic integration of data from multiple sources

  • The ability to create composite ratios and implement customised pre-trade and post-trade monitoring

  • Real-time steering indicators, with Principal Adverse Impacts (PAIs) directly updated in the Investment Book Of Record (IBOR) with different levels of aggregation

  • Periodic reports in accordance with the SFDR regulation, including the European Taxonomy

Offers Private Markets players a solution to help them address their ESG challenges and meet regulatory constraints:

  • Simplification of the ESG data collection process, directly from investee companies

  • Centralisation and integration of data onto a platform, designed by our partner Greenscope, accessible to all parties

  • Production of reports (SFDR regulatory report, European ESG Template, ...)

  • Tools to steer and monitor ESG data and set up action plans

Offers an integrated ESG solution for listed market investors (asset managers and asset owners) accessible via the SGSS digital portal and in partnership with Clarity AI :

  • A one-stop shop for sustainability assessments, analysis and reporting for investors

  • Reliable, transparent data covering a wide range of criteria enabling broad, in-depth coverage of portfolio securities

  • Production of ESG management reports on consolidated portfolios

  • The provision of mandatory reports in line with the main regulations (SFDR and EET, including PAIs and alignment with the Taxonomy)

Facilitates shareholder voting during GM in accordance with the ESG commitments defined thanks to the voting instruction routing offer:

  • Access to the voting recommendations of 24 proxy advisors providing proposals aligned with your ESG ambitions

  • Coverage of over 40 markets through the Broadridge platform

Benefit from our regulatory specialists' expertise, including regular publications communicating regulatory news.

Access multiple ESG products, as well as sustainable investment strategy advice, thanks to synergies with other business lines of the Societe Generale group, which makes CSR (Corporate Social Responsibility) a pillar of its raison d’être.

Find out more about our ESG offer:

Read our Responsible Investment Magazine:

Discover our ESG Survey 2024:

ESG SURVEY 2024

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Questions/Answers

ESG: Environmental, Social and Governance criteria taken into account to measure the integration of sustainable development issues within companies.

Read our articles about ESG/CSR.

The two main regulations for “Green Finance” are:

  • Regulation (EU) 2019/2088 of the European Parliament and of the Council of 27 November 2019 concerning the disclosure of information on sustainable development in the financial services sector (known as the SFDR Regulation).

  • Regulation (EU) 2020/852 of the European Parliament and of the Council of 18 June 2002 establishing a framework to facilitate sustainable investment and amending Regulation (EU) 2019/2088 (known as the Taxonomy Regulation).

Find out more about SFDR.

Corporate Sustainability Reporting Directive.

Find out more about CSRD.

ESG reporting is the transparent communication of a company's environmental, social and governance (ESG) performance. It involves the collection, analysis and disclosure of data relating to a company's environmental, social and governance performance, and aims to provide stakeholders with a comprehensive view of a company's sustainability and social responsibility.