Anticipating and managing the controversies in invested companies is crucial to limiting the financial and reputational risk of your investments. But without the right tools, it can quickly become a time-consuming task for your teams. WeeFin helps simplify controversy management, from the creation of a controversy management policy to its practical implementation.
A rigorous and auditable controversy management process
Automatic alerts
Centralised analysis and decision-making process
Direct link to shareholder engagement functionality
Automatic alerts
WeeFin lets you set up alerts when controversy indicators exceed a certain threshold. This automated alerts saves you time and informs you instantly.
A customisable process to track all stages of decision-making following the emergence of controversies:
Qualitative analysis
teams can annotate and add their views to the controvery
Proposed framework
provide a framework for multiple parties to make a decision concerning the controversy
Committee Review
final decisions (divestment, shareholder engagement, ...) taken by a committee
Dissemination of the decision
the decision is centralised on the platform and disseminated across the impacted teams
Direct link to shareholder engagement feature
WeeFin can link the management of your controversies with our shareholder engagement tracking functionality, to ensure auditable monitoring of portfolio companies.
Strategic functionnality to help you achieve your sustainability objectives
Risk mitigation
reputational or financial risk is usually caused by any controversies in an invested company.
Time-saving
by automating alerts and centralisingcommunication between team members.
Compliance
which requires asset management companies to implement a controversy management policy.
In an expanding but sometimes confusing sustainable finance landscape, the European taxonomy represents a major step forward. Its objective is clear: to create a common framework to direct financing towards truly sustainable investments. This financing of the transition via the taxonomy is already identified: according to the Platform on Sustainable Finance, taxonomy-aligned investments by large listed European companies increased by a third in 2023, reaching €250 billion by the end of the year.
The beginning of 2025 has been marked by the development of sustainable finance standards in Europe. Amidst this regulatory and normative flurry, labels are evolving rapidly: the French ISR label deployed its V3 framework on 1st January 2025, Greenfin celebrated its 10th anniversary with a revised framework, and several other European labels have strengthened their requirements.
