The joint venture is driven by regulatory requirements such as the EU’s Sustainable Financial Disclosure Regulation (SFDR) and UK Sustainable Disclosure Regulation (SDR), as well as growing investor appetite for impactful capital deployment.

In partnership with Treety, Ocorian fund services will provide ESG reporting, analytics and training for fund services clients. In this mix, it will also offer customised dashboard and analytics, sustainability risk assessment mapping, SFDR annex and disclosure templates, and ESG/impact data collection and approval flows, the firm said. 

"ESG considerations continue to become ever more embedded in all aspects of private markets, with a backdrop of an increasingly complex regulatory landscape,” Yegor Lanovenko, co-head of fund services, Ocorian, said.

“Delivering Treety’s platform and services through Ocorian will allow its fund services clients to address the needs of today’s investors, offering an end-to-end ESG and impact operation system that not only ensures compliance with evolving regulations such as SFDR (Articles 6/8/9) and SDR, but allows clients to go beyond standard requirements and utilise their own ESG and impact frameworks with complete flexibility,” Mike van Wijhe, co-founder and CCO at Treety, said.

Treety’s clients range across the globe, including the Netherlands, the UK, the UAE, Australia, Singapore, Japan and the US. 

(Please remember this news service's Third Annual WealthBriefing Wealth For Good Awards 2024. This awards programme will give an opportunity for all participants in the global wealth management industry to demonstrate their commitment to and pre-eminence in the crucially important areas of ESG, Impact, Diversity and Inclusion. To enter the programme, click on this link for more details.)