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.