SFDR Reporting for Asset Managers
With our SFDR reporting solution you fulfil disclosure obligations efficiently and always on time.
MEETING YOUR NEEDS
Comply with EU ESG regulations
With the entry into force of the Sustainable Finance Disclosure Regulation (SFDR) in the EU in March 2021, regulation of sustainable finance has gained further momentum, which has a direct impact on asset managers.
SFDR imposes mandatory ESG disclosure obligations for asset managers. The regulation requires large volumes of ESG-related data to be sourced and mandates the provision of standardised disclosures on how ESG factors are integrated at an entity, service and product level.
Our Regulatory Document Production solution automates the creation of SFDR reports for fund manufacturers, including the reconciliation of key ESG-related data requirements and required calculations.
Fulfil Level 2 RTS requirements
The SFDR Level 2 RTS reporting requirements came into effect on 1 January 2023. Since then asset managers are required to report according to the standards set forth in the RTS annexes including the disclosure of 18 mandatory principle adverse impact statements (PAIS) as well as 46 voluntary impact indicators.
Create your pre-contractual, periodic and PAI reports with our data agnostic reporting solution. Reporting requirements will be reviewed on a continuous basis to ensure our clients stay compliant with changing regulatory requirements and to include better and more reliable underlying data.
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Meet PAI Report (Annex I) requirements
Describe the economic activities of your investments aligned with the PAI Statement requirements and provide an overview of overall ESG taxonomy alignment.
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Meet pre-contractual (Annex II and III) and periodic reporting (Annex IV and V) requirements
Comply with SFDR requirements for products classified according to Art. 8, Art. 9 (1) or Art. 9 (3) and produce your pre-contractual and periodic disclosure reports as required by the SFDR RTS.
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Leveraging of SFDR calculations into the EET
Ensure consistency between your SFDR templates and the European ESG template (EET).
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Ongoing monitoring
Continuously monitor portfolios using report outputs to ensure alignment between your ESG strategy and disclosure requirements. The SFDR and EU Taxonomy Reports can be created once a year, at a minimum, to meet regulatory requirements.
BACKED UP BY THE NUMBERS
Regulatory Document Production
We continuously enhance our technology so you don't have to
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0+
LANGUAGE VERSIONS
Documents produced in languages relevant to jurisdictions
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0k +
DOCUMENTS PRODUCED
Volume of documents we produce annually
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DOCUMENTS
Volume generated hourly
KEY FEATURES
SFDR Fund Reporting
Regulatory compliance
Profit from our expert ESG and regulatory knowledge to reduce compliance risk, whilst streamlining regulatory productions across both ESG and other areas to limit cost exposure.
WHAT OUR EXPERT SAYS
Our ESG experts help you to establish transparency and trust with investors
A significant trust issue within sustainable funds in recent years stemmed from a lack of clarity on what aligns with a sustainability objective, and what does not.
Matthias Breier
Head of ESG Product, FE fundinfo
Our awards
REPORT
Unsustainable: What SFDR’s Uncertain Future Means for Asset Managers
A strategic look at managing compliance while regulators rethink the framework.
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