savvy

Empower your investment offerings with transparent and sustainable impact reports.

Empower your investment offerings with transparent and sustainable impact reports.

Book a demo

9,800

9,900

10,000

3M

1Y

3M

1Y

Returns on your €

Based on your investments of

€350,560

What is the impact of your investments?

48%

18%

22%

10%

Your sustainable wealth report

119 KWh

This is equivalent to around 148 washing machine cycles.

Renewable energy generated

Based on your investments of

€350,560

What is the impact of your investments?

48%

18%

22%

10%

Your sustainable wealth report

Meet the demands of today's investors head-on.

Remove the jargon and confusion from your clients investment experience and allow them to quantifiably see where their money is going and what impact it is having.

9,800

9,900

10,000

3M

1Y

3M

1Y

Returns on your €

Based on your investments of

€350,560

What is the impact of your investments?

18%

22%

10%

18%

22%

10%

Your sustainable wealth report

119 KWh

This is equivalent to around 148 washing machine cycles.

Renewable energy generated

Book a demo

Empower your investment offerings with transparent and sustainable impact reports.

Meet the demands of today's investors head-on.

Remove the jargon and confusion from your clients investment experience and allow them to quantifiably see where their money is going and what impact it is having.

Our Solutions

The Protector

Total returns

Last month performance

-

Total deposits

€10,000

Total portfolio value

€10,000.0

more

01. Jan

01. Feb

01. March

You invested

on 6/03/24

€10,000

3M

6M

1Y

€000’s

9,700

9,800

9,900

10,000

9,600

9,400

3M

6M

1Y

Portfolio

Your portfolio

Sustainable Wealth Report

Sustainable Wealth Report

Offer your private clients a personalised and impact overview of their investments.

Offer your private clients a personalised and impact overview of their investments.

Tailored to each individual's holdings, this report delivers the diverse sustainability metrics relevant to their investments. With easily understandable data visualization and language, clients gain a deeper understanding of their financial footprint.

Tailored to each individual's holdings, this report delivers the diverse sustainability metrics relevant to their investments. With easily understandable data visualization and language, clients gain a deeper understanding of their financial footprint.

Learn more

Values Assessment Tool

Offer clients a way to align their investments with their values for informed decisions and impactful outcomes.

Through an intuitive interface, clients engage in a dynamic assessment process, articulating their values and priorities. Leveraging this input, the tool seamlessly matches clients with the most suitable investment funds

Meet the demands of today's investors head-on.

Remove the jargon and confusion from your clients investment experience and allow them to quantifiably see where their money is going and what impact it is having.

Transparent Fund report

Offer your clients a snapshot of the environmental, social, governance insights of your investment fund offerings.

This report package gives your client an overview of the sustainability position of individual funds your company offers and other transparent insights.

The Simulator

The simulator tool provides a simple and intuitive journey for creating a sustainable investor profile. 


Seamlessly integrated into your website or client portal, clients begin by inputting their preferences and an investment amount. They then receive a comprehensive overview, which tracks both the financial and sustainable impacts.

Values Assessment Tool

Offer clients a way to align their investments with their values for informed decisions and impactful outcomes.

Through an intuitive interface, clients engage in a dynamic assessment process, articulating their values and priorities. Leveraging this input, the tool seamlessly matches clients with the most suitable investment funds. Whether utilized independently or with guidance from an advisor, empowers clients to align their investments with their ethical and environmental convictions.

A world where every community has access to clean water and sanitation.

Oceans are full with life. Ecosystems thrive and biodiversity flourishes.

An empowered society where gender equality reigns.

Select only one below

Question 2

Which of the following has the biggest impact on you?

90%

© 2023 by Savvy.

Download pdf

Here's an overview of our funds

C02 emissions avoided

124,357 tonnes

This is equivalent to 34,000 cars being driven for a year

Gender pay gap

8.14%

The average gender pay gap in Europe is 12.7%

Renewable energy generated

41,111 kWh

This is equivalent to fully charging 822 Teslas.

Net zero emissions target

72.57%

72.57% of companies across the main portfolios aim to be CO2 neutral before 2050.

David Taylor

Transparent Fund report

Offer your clients a snapshot of the environmental, social, governance insights of your investment fund offerings.

This report package gives your client an overview of the sustainability position of individual funds your company offers and other transparent insights.

Largest emission scope

90%

Scope 3 emissions are 90% of this portfolio. This is emissions from activities not directly controlled by a company but within their value chain e.g. upstream/downstream supply chain.

Scope 3

© 2023 by Savvy.

Download pdf

David, here’s your sustainable impact

C02 emissions avoided

124,357 tonnes

This is equivalent to 34,000 cars being driven for a year

Gender pay gap

8.14%

The average gender pay gap in Europe is 12.7%

Renewable energy generated

41,111 kWh

This is equivalent to fully charging 822 Teslas.

Net zero emissions target

72.57%

72.57% of companies across the main portfolios aim to be CO2 neutral before 2050.

Economic Growth

Water scarcity

Biodiversity conservation

Your portfolio themes

The Sustainable Finance Disclosure Regulation (SFDR) requires disclosure on funds and allows for comparability. Funds are classified as Article 6, 8 or 9.

SFDR Fund Type

powered by

All managed products.

Article 6

50%

David Taylor

Transparent Fund report

Offer your clients a snapshot of the environmental, social, governance insights of your investment fund offerings.

This report package gives your client an overview of the sustainability position of individual funds your company offers and other transparent insights.

Learn more

The Simulator

The simulator tool provides a simple and intuitive journey for creating a sustainable investor profile. 

Seamlessly integrated into your website or client portal, clients begin by inputting their preferences and an investment amount. They then receive a comprehensive overview, which tracks both the financial and sustainable impacts. In addition to traditional financial metrics, they can explore CO2 avoided, renewable energy generated, gender pay gap data, and more, enabling informed decision-making and adjustment, where necessary

Learn more

Simulating your portfolio...

Simulate!

+5.13%

0%

iShares Core

-1.30%

0%

UBS ETF

+4.68%

0%

Amundi Index

-6.36%

0%

Lyxor MSCI

+3.37%

0%

RobecoSAM

Enter investment amount

Your selected funds

€ EUR

Enter a simulation amount

The Simulator

The simulator tool provides a simple and intuitive journey for creating a sustainable investor profile. 

Seamlessly integrated into your website or client portal, clients begin by inputting their preferences and an investment amount. They then receive a comprehensive overview, which tracks both the financial and sustainable impacts. In addition to traditional financial metrics, they can explore CO2 avoided, renewable energy generated, gender pay gap data, and more, enabling informed decision-making and adjustment, where necessary

Simulating your portfolio...

Simulate!

+5.13%

0%

iShares Core

-1.30%

0%

UBS ETF

+4.68%

0%

Amundi Index

-6.36%

0%

Lyxor MSCI

+3.37%

0%

RobecoSAM

Enter investment amount

Your selected funds

€ EUR

Enter a simulation amount

Get in touch with us!

Get in touch with us!

Empowering financial advisors and wealth managers to attract, engage and retain clients.

Empowering financial advisors and wealth managers to attract, engage and retain clients.

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savvy

Savvy. All rights reserved 2024. Licensing

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Company