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Munich Finance Forum
Munich Finance Forum DKF brings together business executives, solution providers and opinion leaders from the financial services industry. Featuring a conference as well as an exhibition, the event allows both vendor-exhibitors and visitors to combine an informative and thought-provoking conference program with a review of products, technologies and solutions that are proven to answer the current needs of the […]
DACH Congress for Financial Information
DACH Congress for Financial Information DKF brings together business executives, solution providers and opinion leaders from the financial services industry. Featuring a conference as well as an exhibition, the event allows both vendor-exhibitors and visitors to combine an informative and thought-provoking conference program with a review of products, technologies and solutions that are proven to answer the current needs […]
Premium Data Services
Comprehensive databases for financial information The development and operation of comprehensive databases for financial information is our specialty. Many banks or asset managers obtain different data sources, which they store in a central database. We are experts in connecting external data sources, harmonizing them, and storing them in a central database. Let us take care of […]
Widget Capabilities
A suite of mobile responsive, accessible HTML 5 market data widgets that come bundled with LSEG market data. The widgets are highly configurable and can be used by clients to build sophisticated web sites and workflows. They cover a wide range of use cases, like prices and fundamentals, charting, events and ESG. The widgets receive […]
Refinitiv Widget Capabilities
SFDR / ESG
Sustainability, SFDR and ESG Recent regulations by the European Union, like the Non-Financial Reporting Directive (NFRD, Directive 2014/95/EU) require large companies to disclose on non-financial matters, and the EU Sustainable Finance Disclosure Regulation (SFDR, Regulation (EU) 2019/2088) sets sustainability reporting standards. SFDR imposes mandatory disclosure obligations on environmental, social and governance issues (ESG for short). With our expertise in ESG data, we develop the reports to enable financial institutions to meet their obligations, as well as interactive tools […]
PRIIPs / KIDs
THE WM EUROPEAN DOCUMENTS HUB (EDH) Since 2018, packaged retail and insurance-based investment products (PRIIPs) must be handed out to private investors during the advisory meeting. Up to now, insurance policies and certificates in particular have been subject to this regulation. Funds will be added from 2023. Together with the German Numbering Agency Wertpapier-Mitteilungen, we […]
ESG Portfolio Evaluation
ESG Portfolio Evaluation Climate change is the dominant issue of our generation. With the help of the ESG Portfolio Evaluation, investors can find out what carbon footprint their portfolio has and which portfolio shifts can contribute to climate protection. ESG Analysis Our suite of ESG reporting tools are designed to support your reporting obligations (SFDR, […]
Client Portal
LSEG Client Portal The LSEG Client Portal is the information platform for private end clients to view their own portfolios and investment decisions of their advisor. The Client Portal enables investors to assess their accounts from both a high level macro perspective, as well as an individual constituent level perspective. Understand the structure of a portfolio with simple visualization breakdown across investment types, currencies, sectors and countries. The market data solution built for […]