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.
Trusted by
Book a demo
savvy
Savvy. All rights reserved 2024. Licensing
Contact us
Our Team
Company
