Keep your ESG limit commitments, ongoing monitoring and SFDR reporting aligned
Your ESG exposure changes every time the portfolio trades. Qvonto continuously monitors ESG limits, investment objectives and sustainability criteria — keeping your portfolios and SFDR disclosures aligned.
Because what you disclose should remain aligned with what you invest in — and continuously monitored. Financial supervisory authorities are increasingly focusing on ongoing ESG limit controls as part of their supervisory reviews. Periodic checks only provide a snapshot. Ensure that your ESG limits, DNSH thresholds, sustainable investment shares and other sustainability criteria are continuously monitored.
Define the ESG metrics, investment objectives and limits that matter for each portfolio. Qvonto then screens new positions daily, monitors compliance with your defined criteria and flags anything approaching — or crossing — a defined boundary.
Define ESG limits
Set metrics and thresholds per portfolio, matched to its strategy
Continuous tracking
Limit utilization recalculated automatically, every day
Daily position screening
New positions checked against limits the moment they're added
Board reports
Provide monthly ESG limit reports for your board and management
From periodic check to continuous control
Nothing waits for the next SFDR report
Exposure is checked continuously, not reconstructed at the next reporting date.
200+ ESG metrics available
Built on integration with leading ESG data providers. or your own impact data.
DNSH and PAI thresholds held consistently
The same limit logic and metric definitions apply across every fund and every entity.
Same data, same reports
ESG limit monitoring and SFDR reporting run on one shared data model.
The daily monitoring cycle
The same three steps run quietly in the background, every single day, for every fund in your range.
What continuous monitoring looks like
Qvonto automatically tracks ESG limits, SDG alignment, DNSH thresholds and sustainability criteria - portfolio by portfolio, position by position - every single day.
“Regulatory reporting remains among the most critical challenges for the Luxembourg fund industry. Solutions like Qvonto directly address structure, automation and reliability.”
"Their digital reporting solution, deep regulatory expertise, and ability to provide documents in all languages enable us to serve investors confidently across all markets."
Jesper Frydensberg Rasmussen — CFO, Axcel
"We can focus on bringing the best private equity funds to market, knowing our regulatory reporting is fully automated and always up to date."
Steffen Pihlman — Managing Partner, ROYC Group
