Apex launches Invest Check offering ahead of EU Sustainable Finance Disclosure Regulation

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New tool will help asset managers prepare for and comply with upcoming regulation

London, January 18, 2021 — Apex Group Ltd. (“Apex” or “The Group”), a global financial services provider, announces today the launch of Invest Check, a tool to help financial market participants collect the necessary data to report on and comply with the upcoming EU Sustainable Finance Disclosure Regulation (“EU SFDR”).

As of March 2021, the EU SFDR will require asset managers to incorporate sustainability risks across their investment process, product governance and wider internal processes and systems. Despite this imminent legislation, many managers lack an understanding of its implications for their business and require urgent support if they are to comply with the reporting demands.

Invest Check is underpinned by Apex’s proprietary software and simplifies the process of regulatory alignment through robust data collection, benchmarked against best-in-class international regulations and standards defined by EU SFDR, TCFD, UNPRI and more.

Invest Check evaluates an asset manager’s sustainability strategy at both manager and product level, tracks performance and identifies key gaps against an ESG data set based on regulatory standards. The ESG data is then presented in an easy to use format that mirrors the SFDR template, streamlining the submission process for managers.

Beyond supporting regulatory ESG reporting requirements, Invest Check allows asset managers to identify, understand and act on key gaps to support a company’s journey towards ESG best practice and to stay ahead of upcoming regulatory or disclosure requirements.


This new offering follows the launch of Apex ESG Ratings & Advisory in 2020 to address the growing demand for an ESG data collection and reporting tool that meets the needs of the private market sector. It encompasses ESG company health checks, gap analysis, rating, reporting and benchmarking.

Andy Pitts-Tucker, Managing Director of Apex ESG Ratings & Advisory comments: “The regulatory imperative to monitor, disclose and improve ESG data is already a reality for many, with the EU SFDR legislation looming large. We are excited to launch Invest Check and see it as a potential catalyst for behavioural change in the investment process by delivering ESG data in an efficient and usable format for asset managers.”

About Apex

Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With 45 offices worldwide and 4,000 employees, Apex delivers an extensive range of services to asset managers, capital markets, private clients and family offices. The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of products in the industry; including fund services, digital onboarding and bank accounts, depositary, custody and super ManCo services, business services including HR and Payroll and a pioneering ESG Ratings and Advisory service for private companies.

Press contact:

Antonia Powell [email protected] | +44 (0)77 8990 2279

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