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Mandates & Reporting … Automated Compliance for Fiduciary Advantage

Meeting the rigorous demands of institutional mandates and regulatory bodies (SFDR, EU Taxonomy, CSRD) is non-negotiable. Wattly’s Compliance Engine is integrated into every step of the investment lifecycle, ensuring that project data is systematically mapped and tagged to all critical standards from inception. This automation transforms the reporting burden into a fiduciary advantage, guaranteeing audit-ready data and transparent performance outcomes across your entire portfolio.

Mandates & Reporting Guarantees:

  • Audit-Ready Data: Consolidated, verifiable data rooms ready for immediate review.
  • Real-Time Visibility: Live dashboards showing performance, ESG scores, and compliance status.
  • Taxonomy/SFDR Tagging: Automated classification to support Article 8/9 fund requirements.

The Compliance Engine – From Data Point to Disclosure

Project details, operational metrics, and supplier data are automatically filtered, validated, and tagged against the specific disclosure requirements of global and European mandates. This includes the automatic calculation of Principal Adverse Impacts (PAI) and the verification of contribution to environmental objectives under the EU Taxonomy. By structuring all assets identically, we ensure that mandatory reporting, portfolio roll-ups, and comparison against industry benchmarks are instantaneous and highly accurate.

Full Spectrum Coverage – Meeting Global & European Disclosure Standards

  • SFDR (Art. 8/9) & EU Taxonomy: Automatic tagging and metric calculation to support fund classifications and demonstrate do no significant harm (DNSH) compliance.
  • CSRD/ESRS Readiness: Structured data collection and audit trails designed to support upcoming Corporate Sustainability Reporting Directive (CSRD) requirements.
  • GHG Protocol (Scopes 1-3): Traceability features that allow for accurate calculation and reporting of greenhouse gas emissions across the value chain.
  • Governance and Risk Reporting: Integrated cyber posture scans (NIS2 Readiness) and ISO 27001 mapping provide crucial governance assurance alongside financial and ESG metrics.
  • PCAF & SBTi Alignment: Reporting frameworks designed to align with industry-specific methodologies for financed emissions (PCAF) and science-based targets (SBTi).

Real-Time Portfolio Oversight – Beyond Static Reporting

Fiduciary duty demands continuous oversight. GreenBridge 360™ moves beyond the limitations of historical, static reporting by providing investors with live, portfolio-grade visibility. Our platform ensures that key performance indicators (KPIs), risk metrics, and compliance adherence are available on demand.
This real-time capability transforms investor relations and risk management. Instead of waiting for quarterly reports to identify potential underperformance or compliance gaps, investors can access live performance dashboards and cash-flow analytics. This granular, up-to-the-minute data ensures proactive decision-making and allows capital allocation strategies to remain agile. Furthermore, the standardized data structure facilitates effortless portfolio roll-ups, enabling easy comparison and benchmarking of assets across different mandates and geographies.
Deploy Capital with Audit Confidence.

Stop managing compliance risk manually. Access a portfolio where governance and reporting integrity are guaranteed by design, not by after-the-fact diligence. Connect with our Investment Relations team today.