The Arendt ESG Client Dashboard represents a change in how fund managers navigate the complex and ever-evolving landscape of ESG regulatory compliance. Built as a purpose-designed web-based platform, it addresses the full spectrum of SFDR obligations into a single integrated environment: pre- contractual disclosures, website disclosures, periodic reports, European ESG Templates, and CSSF Data Collection Exercises for both PCDs and PRs. At the heart of the platform’s innovation is its embedded process automation capabilities: – Smart bulk capacity allows users to replicate sections across multiple disclosures simultaneously, dramatically reducing the time and resource burden associated with large sub-fund portfolios. – Automatic synchronisation transposes data from the PCD module directly into the WD module, eliminating duplicative data entry and the risk of cross- document inconsistencies. – Built-in consistency checks identify discrepancies between documents through online compare and Word compare features, providing an automated quality control layer that would previously have required extensive manual reviews The platform also integrates a translation management functionality: languages are automatically retrieved from registration information and content is extracted for translators directly from the Dashboard, streamlining a process that is critical when cross-border distribution applies. The platform has already been deployed to serve more than 50 fund managers across more than 3,000 sub-funds, demonstrating its scalability and market traction. With SFDR 2.0 on the horizon, the Dashboard is purpose-built to evolve alongside the regulatory environment, placing Arendt at the forefront of Luxembourg’s private capital technology ecosystem.
Our Marketing Communication Compliance solution is a core module of our Client Dashboard, a fully integrated platform supporting asset managers and private capital sponsors across distribution, compliance, and governance. Its key innovation is the consolidation of traditionally fragmented processes into a single operational environment. The solution addresses the complexity of managing compliant marketing communications across jurisdictions, investor types, and channels. A central innovation is its native integration with the Registration Matrix, dynamically linking each communication to actual marketing authorisations by country and investor category. This ensures real-time alignment and removes regulatory blind spots. A further innovation is the integration of product governance into the review process, with communications assessed against defined target markets and regulatory documentation, ensuring consistency within a full regulatory and commercial context. The solution supports the identification, classification and risk based review of communications, increasing efficiency while remaining embedded in a strong compliance framework. While AI currently supports the solution externally, an embedded AI agent integrated directly into the workflows is planned in the near term. The module provides a robust, centralised repository of marketing communications, offering secure storage, version control, traceability and full audit readiness. This repository is specifically structured to support CSSF regulatory expectations, including the availability of the log that can be extracted under CSSF format. The solution creates a unified ecosystem that transforms marketing compliance into a strategic enabler of controlled growth.
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