
Let Octus guide you through investment reporting requirements
Octus's Buy Side Regulatory Reporting Solution helps investment firms manage sustainability and regulatory reporting obligations. It covers 20+ global ESG frameworks including SFDR and TCFD, supports ESMA Article 7 and FCA reporting, and provides issuer-level data for CLO and private credit managers.
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Buy Side Regulatory Reporting Solution
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The solution offers auditable sustainability performance data across public and private companies, built with input from 70+ asset managers, law firms, and banks. It correlates fund holdings with ESG data at the issuer level, covering all required PAI framework indicators. Activity-Based Screening automates obligor research for CLO indenture compliance, surfacing hard-to-find private and public data. The platform provides harmonized obligor data across CLO managers with full audit trails for reported data points.
What it does
Covers 20+ ESG reporting frameworks including SFDR, TCFD, EET.
Tracks ESG performance with fully auditable data across companies.
Provides issuer-level data derived from private issuer documents.
Correlates fund holdings with issuer-level ESG data and PAI indicators.
Activity-Based Screening automates obligor research for indenture compliance.
Simplifies sustainability reporting on private debt with 20+ frameworks.
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Pricing model
Free version
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Buy Side Regulatory Reporting Solution Interface
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FAQs
Octus covers 20+ global ESG reporting frameworks, including SFDR, TCFD, and EET. This allows investment firms to simplify sustainability reporting and fulfill contractual obligations across multiple regulatory and voluntary standards.
Octus provides a custom offering for CLO and private credit managers that delivers issuer-level data derived from private issuer documents. It supplies harmonized obligor data across CLO managers and includes a full audit trail for reported data points.
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