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Celsia
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Use Cases
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Investment firms

EU Taxonomy reporting for consulting fir

EU Taxonomy reporting for consulting firms

EU Taxonomy reporting for companies

EU Taxonomy reporting for banks

Provide your portfolio companies with a tool for fast and efficient EU Taxonomy scoring, view progress and aggregated portfolio score across your funds

Investment funds classified as an article 8 and 9 fund must disclose their EU Taxonomy score. Conducting an EU Taxonomy assessment may be time-consuming for portfolio companies and prone to errors. Use Celsia to make it simple for you to manage and for your portfolio companies to participate in the process.
Get started now!

Celsia for investment firms

Cover EU Taxonomy and PAI indicator reporting

EU Taxonomy assessment module, covering all current and draft activities. PAI indicator data collection with mandatory and you selection of voluntary indicators.

Offer an efficient, trouble-free experience for portfolio companies

Easy-to-use interface for portfolio companies, facilitating sharing of results with investors and own reporting. As an investor, you can track progress and assist directly. In case of doubt. Celsia Customer Support offers instant support during business hours.

Have an overview of the aggregated results ready for reporting

Automatic aggregation of results for companies and portfolios, facilitating SFDR-compliant sustainability reporting to LPs and authorities.

Case study

01

What?

One of our investment firm clients is a venture capital firm based in Norway. Using sustainability as part of their investment criteria, they are required to disclose the EU Taxonomy score of their fund.
02

How?

Using Celsia, our client's portfolio companies are guided through self-assessments that are configured to their business activities. They get the aggregated score of their portfolio and can access detailed data to identify areas of improvement in their portfolio companies.
03
03

Impact!

The process is performed in an efficient way requiring a minimum of effort from both our client's investment managers and the portfolio companies. The portfolio companies get an assessment of their sustainability performance summarized in quantitative metrics, that can be used to track improvement.

Start EU Taxonomy reporting now!

It only takes a moment to get started with Celsia.
Register now and see how it can help you!
Get started!
Celsia
/
Use Cases
/
Investment firms

EU Taxonomy reporting for investment firms

SFDR-compliant sustainability reporting for portfolio managers, including EU Taxonomy and PAI indicators

Provide your portfolio companies with a tool for fast and efficient EU Taxonomy scoring, view progress and aggregated portfolio score across your funds
Our investment firm clients

Trusted by sustainability leaders

Testimonials

Don't take our word for it, take theirs

quote
We needed a solution that could help us efficiently score our fund's portfolio companies according to the EU Taxonomy. We chose Celsia because they have deep competence on sustainability and especially the EU Taxonomy, and because they have managed to create a simple and intuitive tool for a quite complex EU Taxonomy regulation.
Hilde Støle Pettersen
Partner, Momentum
quote
Being renewable is not enough anymore, and in the Celsia solution we have found a platform to showcase for partners and customers how our design and the work we do every day distinguishes us as a sustainableenergy technology
Daniel Engelhart-Willoch
VP Industry & Government Affairs, Wind Cathing Systems
quote
Celsia provides Differ Community Power with rapid, accurate and reliable assessment of our taxonomy performance. Adding Celsia’s climate risk assessments to this gives us a comprehensive picture of our project specific exposure and performance
Kjetil Røine
CEO, Differ Community Power
quote
Digitalization is key to succeed with sustainable transformation. KPMG is a sustainability consultancy leading the integration of technology and ESG. In a complex landscape, we believe the best results to our clients include partnership and collaboration. We are therefore very happy to partner with Celsia to combine our consultancy skills on the EU Taxonomy with the best available technology.
Stine Lise Hattestad Bratsberg
Partner, KPMG Norway
testimonials right circlestestimonials left circles

Case study

01

What?

One of our investment firm clients is a venture capital firm based in Norway. Using sustainability as part of their investment criteria, they are required to disclose the EU Taxonomy score of their fund.
02

How?

Using Celsia, our client's portfolio companies are guided through self-assessments that are configured to their business activities. They get the aggregated score of their portfolio and can access detailed data to identify areas of improvement in their portfolio companies.
03
03

Impact!

The process is performed in an efficient way requiring a minimum of effort from both our client's investment managers and the portfolio companies. The portfolio companies get an assessment of their sustainability performance summarized in quantitative metrics, that can be used to track improvement.

Celsia for investment firms

Cover EU Taxonomy and PAI indicator reporting

The EU Taxonomy assessment module includes all existing and proposed activities, as well as mandatory and optional indicators for collecting PAI (Principal Adverse Impact) data.

Offer an efficient, trouble-free experience for portfolio companies

Our platform provides a user-friendly interface for portfolio companies, making it easy to share results with both investors and for their own reporting purposes. As an investor, you can easily track progress and offer direct assistance. If you have any questions or concerns, our Celsia Customer Support team is available during business hours to provide immediate support.

Have an overview of the aggregated results ready for reporting

Our platform offers automated aggregation of results for both individual companies and portfolios, simplifying SFDR-compliant sustainability reporting to LPs (Limited Partners) and regulatory authorities.

Not sure where to start?

Download our free ebook.
Download Ebook

A guide to the EU Taxonomy for your investment firm

Discover functionalities for investment firms and your portfolio companies

Always updated
We ensure your compliance by keeping the software always up-to-date with the regulation.
Based on expert interpretation
Software built with experts with decades of experience from engineering, law and sustainability
All EU Taxonomy activities
Every activity covered, from the climate act to the delegated ac
Flexible question library
Supplement the selected frameworks with your own custom questions to portfolio companies
Full access for portfolio companies
Provide your portfolio companies with all functionalities for conducting their own reporting
In-app support and access to sustainability experts
We help you assess portfolio eligibility and assist your portfolio companies every step along the way
Aggregation of results per fund
Get the overview of progress and results across your funds
Invite and communicate with portfolio companies in the app
Replace email chains and sync meetings with all communication in one place
Export results on reporting-ready formats
Get your results in a ready-to-report format, accepted by the EU

Start EU Taxonomy reporting now!

It only takes a moment to get started with Celsia.
Register now and see how we can help you.
Get started!