The EET came into effect earlier this year which has called quite a lot of your attention. The new layer of ESG reporting is already showing its effects across the industry and will undoubtedly continue to do so.

Part of the work we do at Kneip is to try and help you navigate through regulatory best practices. To help with this, we’re keeping track of the vendors that we work with along with when they’ll be ready to accept the EET.

You can find the list of vendors below, last updated on 19/10/2022.

Vendor​ Ready date​ EMT 4.0 Accept previous version (3.0 / 3.1)​ How long accept previous version​ Ready date​ EET 1.0
360 Fund insight​ Available​ Yes but only if 4.0 is not delivered​ No Eol​ Available​
Allfunds​ Available​ Yes but only if 4.0 is not delivered​ No Eol​ Available​
Bloomberg​ Available​ Yes but only if 4.0 is not delivered​ No Eol ​ Available
Broadridge/Funds library​ Available​ Yes but only if 4.0 is not delivered​ No Eol​ Available​
Cleversoft​ Does not accept EMTs​ N/A​ N/A​ Available​
Donnelley FS​ Available​ V3.1 is accepted if V4 is not delivered​ August 1​ Available​
Edisoft​ Available​ Yes but only if 4.0 is not delivered​ No Eol​ Available​
EuroNext360​ now Funds360 Will source via FEFundinfo​ Yes but only if 4.0 is not delivered​ No Eol​ Will source via FEFundinfo​
Factset​ Available​ Yes but only if 4.0 is not delivered​ No Eol​ Available​
Fefundinfo​ Availalbe​ Yes but only if 4.0 is not delivered​ No Eol​ Available​
Fenion​ Available​ Yes but only if 4.0 is not delivered​ No Eol​ Available​
Fida​ Available​ Yes but only if 4.0 is not delivered​ No Eol​ Available​
Finfiles​ Available​ Yes but only if 4.0 is not delivered​ No Eol​ N/A
FundConnect​ Will source via FEFundinfo​ Yes but only if 4.0 is not delivered​ No Eol​ Will source via FEFundinfo​
Fundkis​ Available​ Yes but only if 4.0 is not delivered​ No Eol​ Available​
Fundsquare​ Available​ Yes but only if 4.0 is not delivered​ No EolI​ Available​
Ice​ Available​ Yes but only if 4.0 is not delivered​ No Eol​ Available​
Infront (VWD)​ Available​ Yes but only if 4.0 is not delivered​ No Eol​ Available​
Investment Research Finland​ Availablle Yes but only if 4.0 is not delivered​ No Eol​ Available​
Iss-FWW​ Available​ Yes but only if 4.0 is not delivered​ At the moment no EoL​ Available​
Lipper​ Available​ Yes but only if 4.0 is not delivered​ No Eol​ Available​
M* ​ Available​ Yes but only if 4.0 is not delivered​ No Eol​ Available​
Mountain view​ Available​ As of August 1 only 4.0​ EoL on August 1​ Available​
Quantalys​ Available​ Yes but only if 4.0 is not delivered​ No Eol​ Available​
Six​ Available​ Yes but only if 4.0 is not delivered​ No Eol​ Available​
Trackinsight​ Available​ Yes​ No Eol​ Available​
Vdos​ Available​ Yes but only if 4.0 is not delivered​ End July​ Available​
WM​ Available November Yes​ but only if 4.0 is not delivered tbc​ Available​

 

If you can’t find the vendor you’re looking for then contact us and we’ll let you know.

Kneip offers a complete solution which includes the creation, maintenance and dissemination of the European ESG Template, and integrates with our SFDR disclosure solution. For more information and EET resources, visit kneip.alchemy.construction/eet

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