Allfunds and MainStreet Launch Sustainable Portfolio Builder and Data Tool

Allfunds and MainStreet Partners have collaborated to introduce the Sustainability Navigator, a new tool designed to facilitate the construction of sustainable investment portfolios and provide data insights aligned with the Sustainable Finance Disclosure Regulation (SFDR) framework.

The Sustainability Navigator aims to simplify the process of building sustainable investment portfolios and offer valuable data insights for asset and wealth managers. Allfunds, which acquired a majority stake in MainStreet Partners, a sustainable investment adviser, in 2022, is leveraging MainStreet's expertise in ESG data to develop this tool.

Integrated into the Allfunds Connect system, the Sustainability Navigator allows users to upload existing portfolios and instantly access detailed reports and breakdowns. Key data points provided include the percentage of sustainable investments, ESG ratings, presence of controversies, and taxonomy alignment.

Moreover, the tool offers functionality to create custom portfolios from scratch, ensuring compliance with the SFDR's Article 8 and 9 frameworks. With a universe of 8,500 fund issuers, investors have a wide range of options to tailor their portfolios according to their sustainability preferences.

Furthermore, the Sustainability Navigator allows users to apply filtering criteria based on various ESG screening practices, such as controversies, principal adverse impacts, and alignment with the UN's Sustainable Development Goals. This feature enables investors to align their investment strategies with their sustainability goals more effectively.

This undertaking aligns perfectly with our ambition to leverage MainStreet Partners’ leading sustainable data and expertise and integrate it seamlessly into Allfunds’ one stop-shop approach.

Juan de Palacios, chief strategy and product officer at Allfunds