ESG Sustainable Finance Disclosure Regulation (“SFDR”) solutions  

Harness our deep experience to understand entity-and product-level requirements, while collecting and reporting verified ESG data to meet the demands of the SFDR.

  • Strategy development 
  • Implementation
  • Reporting 
  • Extra support 

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Implemented by the EU, the goal of the SFDR is to enhance transparency and understanding of the sustainability aspects of investment funds for end-investors. 

Compliance with SFDR reporting is mandatory for all financial market participants and financial advisers in the EU, as well as those marketing products in the EU.

Our SFDR process

Determine if the fund is required to report in line with SFDR. 

Evaluate your current approach against the requirements of the SFDR and your sector peers. 

Enable funds to comply with the precontractual and website SFDR requirements.

 

Enable funds and portfolio companies to disclose metrics according to Article 8/9 requirements.

Identify if EU Taxonomy disclosure is required and support its implementation 

Our SFDR solutions

SFDR implementation at entity-level  

  • We review the existing strategy at entity-level and confirm compliance needs vs. SFDR.  
  • Collaborate with legal teams and advisors to draft the required entity-level disclosures to comply with regulatory requirements.  

SFDR implementation at product-level 

  • Benefit from guidance and market expertise on product-level SFDR requirements and investor expectations.  
  • Develop tailored approach to product-level disclosures, based on existing or new ESG strategies. 
  • Take away the burden of having to spend time on contracts and administration as we lead discussions with legal teams / advisors to draft precontractual documents, website disclosures, and periodic reports necessary to comply with regulatory requirements. 

SFDR strategy development 

  • A review of current investment processes helps to inform decisions needed to meet Article 8 and 9 requirements. During multiple workshops, we discuss step-by-step recommendations and support for aligning to Article 8 and 9 requirements. 
  • Benefit from a tailored document that describes your investment process plus the tools and methodologies needed to comply with regulatory requirements. Dig in to tailored roadmaps, outlining the steps towards achieving any strategic ambitions of the fund SFDR implementation at entity-level. 

PAI reporting

  • Calculate Principal Adverse Impact (“PAI”) indicators across funds or portfolios using our platform or advisory offering. 
  • Draft the annual PAI statements required by the regulation, in line with prescribed templates. 

SFDR periodic reporting

  • Support the drafting of the periodic disclosures. 
  • Calculate the KPIs selected using our platform or advisory offering. 
  • Hold a workshop to discuss results vs. peer and suggest action plans seeking to progress. 

Additional services

We understand that the global regulatory landscape is becoming more challenging, and investors are required to comply with multiple standards. Our team covers the global regulatory landscape and can help you navigate these requirements, including CSRD and EU taxonomy.

Interested in our offerings?

Get in touch with our team of experts today.