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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 satisfy the demands of the EU’s SFDR. 

  • Strategy development 
  • Implementation at product-level 
  • 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 investment firms and financial market participants operating within the EU, as well as those offering products to the EU market. 

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

Identify if EU Taxonomy disclosure is required and support its implementation. 

Close any regulatory reporting with sophisticated data driven tools and advisory. 

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. 
  • Benefit from a comprehensive review of your current materials as we lead discussions on processes at the entity-level before collaborating with legal teams / advisors to draft the required disclosures to comply with regulatory requirements.  
  • Ensure you have an aligned strategy with an accurate reflection of entity-level ambition and approach. 

SFDR implementation at product-level 

  • Benefit from guidance and market expertise on product-level SFDR requirements and investor expectations.  
  • Develop a bespoke approach to monitoring and engagement in accordance with the characteristics of the fund. 
  • 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. 

PAI reporting services – what we offer:

  • 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. 
  • Collaborate with legal teams / advisors to draft the PAI report in line with the regulation requirements. 

SFDR periodic reporting services – what we offer:

  • Review of your current materials and indicator data and assess progress. 
  • A workshop to discuss progress over the reporting period. 
  • Collaboration with your legal team / advisors to draft your report in line with the regulation requirements. 

Additional services

  • We can help you collect necessary PAI indicators and other selected ESG indicators through our online platform or our advisory service offering. 
  • Our platform guides your portfolio companies through step-by-step data collection and automatically calculates their Scope 1+2+3 carbon emissions. 
  • We can provide extra support throughout the process to ensure companies are collecting the necessary data. 

Interested in our offerings?

Get in touch with our team of experts today.

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