Attribute the total value invested within an analysis
In Matter's analytics platform, the ability to attribute the total invested value to each portfolio or draft enables users to access the value generated, emitted, or wasted by a given investment, as well as the ability to calculate the total greenhouse gas (GHG) emissions required within PAIs 1.1 to 1.4.
This feature unlocks boundless potential directly linked to regulatory requirements such as SFDR reporting, for example. You can precisely attribute the value of a given portfolio, shared portfolio, or draft and display, alongside normalised values, the absolute analysis.
We've rolled out a new feature that empowers you to create a Draft – a custom list of issuers – right from the ground up. No more hassles of uploading or re-uploading the exact list of items you want to analyse on the platform.
This feature unlocks boundless potential. You can meticulously build your desired list of issuers, fine-tune their weights directly within the platform, and seamlessly analyze and compare your created Drafts against any other items available on the platform. It's all about putting you in control and enhancing your analytical and data management capabilities.
Attribute a total value invested / AuM
Enhanced Portfolio hub
Once you attribute the initial total invested value to a portfolio or draft, the portfolio hub will be equipped with a new column displaying all the attributed values. This column aims to enrich the metadata available for the display and sort listed items.
We've designed this feature to seamlessly integrate throughout the platform in connection with any issuers. This ensures that you can effortlessly tap into and engage with the feature whenever and wherever you require its functionality.
Enhanced profile page
We've also factored in the simulation capability. That's why accessing all your saved Drafts is a breeze – you can do it directly from the selection panel. It works just like selecting a Portfolio or any Nasdaq Indices.
SFDR PAIs & financed emissions
To create a draft, you have a simple straightforward option. Accessing the Draft list and simply clicking the "Create a Draft" button. This action prompts a window to appear, prompting you to enter a name for your new Draft. Upon completing this step, an empty Draft will be generated and ready for your input.
Analyse a AuM portfolio
Once a draft has been saved at least once, you can dive into analysis and make comparisons with other items on the platform. Just like you select portfolios or indices today, you'll choose one or multiple drafts through the Portfolio Hub or the selection panel in the upper right corner.
Here are some last-minute tips and tricks before you venture forth:
- Check for initial draft save: Always ensure a draft has been saved at least once. Once there's at least one issuer in the draft, you can save it in our system, making it ready for analysis. Otherwise, your analysis will display a value of 0.
- Save changes in the draft: Remember to save changes made in a draft. Failing to do so means these changes won't be included in the analysis. We always save any alterations, but they won't impact the analysis until you press that button.
Navigate these pointers and make the most out of your journey.
That's all.
We encourage you to leverage the unlimited potential of creating drafts on our platform. You have the freedom to contribute to their composition or balance from diverse sources, whether it's individual issuers or entire portfolios with predefined weights. The draft feature is designed to empower your team with a direct influence on your analysis and provide a convenient avenue to craft potential investable universes.
Your feedback is of great value to us. We wholeheartedly welcome any insights you can share, as they allow us to continually enhance and cater to your requirements. Don't hesitate to get in touch to share your thoughts or needs – we're here and eager to collaborate with you.