Compliance leader or risk manager seeking automated, defensible disclosure reporting?

The Regulatory Portfolio Alignment Agent functions as a fully autonomous digital compliance analyst, working 24/7 to assess your global portfolio against disclosure-based regulations like SFDR, CSRD, and TCFD. The agent systematically scans thousands of public documents to extract evidence, link disclosures to specific requirements, and identify compliance gaps. Users can access auto-generated regulatory reports and audit trails through an intuitive interface, transforming compliance from a manual burden into a strategic advantage. This advanced tool ensures your regulatory reporting is always accurate, complete, and defensible without the need for manual data gathering.

Available Features

Customizable Frameworks: Define specific criteria for SFDR, CSRD, TCFD, or let the AI define relevant requirements based on your needed regulatory framework.

Full Portfolio Coverage: Automatically assess every holding in your public and private portfolio, ensuring 100% coverage and eliminating the risks associated with manual sampling.

Automated Evidence Extraction: Scans thousands of disclosures to silently extract the exact text needed for reporting, saving hundreds of hours of manual search.

Defensible Audit Trails: Every piece of evidence is linked directly to its source document, providing a fully traceable and auditable record for regulators and internal stakeholders.

Gap Analysis & Reporting: Summary of benchmarking results available to visualise compliance status and strategic signals.

Continuous Monitoring: Works continuously to review disclosures and update alignment scores as new information becomes available.

Who Is It For?

Heads of Risk & Compliance: Need an automated, auditable way to manage global regulations.

ESG & Sustainability Teams: Gather data for SFDR, CSRD, TCFD, ISSB reporting.

Portfolio Managers & Investment Analysts: Understand regulatory risk exposure of holdings.

Internal Audit & Assurance Teams: Require transparent, source traceable compliance records.

Asset Managers, Banks, Insurers: Streamline compliance across large, complex portfolios.

Regulatory Affairs & Legal Functions: Monitor emerging rules and assess impact on investments.

Benefits

Eliminate Months of Manual Work: Automated evidence collection reduces reporting cycles from months to hours.

Reduce Regulatory Risk & Fines: 100 % portfolio coverage and auditable trails dramatically lower the chance of non-compliance penalties.

End Compliance Stress & Uncertainty: Real time, evidence backed alignment scores give you certainty ahead of deadlines.

Detect Risks Standard Checks Miss: Direct extraction from source documents surfaces nuanced gaps that third-party ratings overlook.

Gain a Strategic Advantage: Turn compliance into a proactive, value-adding function that informs investment decisions and stakeholder communication.

Boost Operational Efficiency: Free analysts from data gathering to focus on high impact risk analysis and strategy.

Real-Time Regulatory Intelligence: Continuous updates keep you ahead of policy changes, enforcement trends, and new disclosure requirements.