The Sustainable Finance Disclosure Regulation (SFDR) requires financial institutions, asset managers and investment funds to disclose the sustainability characteristics and risks of their products and services in a transparent manner – at both entity and product level. At the same time, investor expectations are rising: ESG criteria are increasingly shaping investment decisions, and investors are actively demanding corresponding evidence.
Many financial companies face a dual challenge: correctly implementing the complex classification requirements under Article 6, 8 and 9, while meeting reporting obligations accurately and on time. Added to this is the need to systematically integrate ESG risks into internal risk management and corporate strategy. Those who fall behind risk not only regulatory sanctions, but also a competitive disadvantage compared to peers who are already leveraging sustainability as a strategic asset.
We guide financial companies through the entire SFDR implementation process: from correct financial product classification and the collection of relevant ESG data, through the preparation of disclosure documentation, to timely reporting to regulators and investors.
We support you in preparing all required disclosure documents in accordance with SFDR – at both entity and product level. This includes guiding you through the classification of your financial products as Article 6, Article 8 or Article 9 products. Our goal is documentation that is regulatory-sound and gives investors the clarity they need about the sustainability characteristics of your products.
Measurable sustainability data is the foundation of any SFDR-compliant reporting. We support you in collecting and calculating the relevant ESG metrics – in particular the Principal Adverse Impact (PAI) indicators. This includes portfolio screening, structured data collection and the preparation of results for ESG data reporting. In doing so, we create the substantive basis for transparent and credible disclosure to investors and regulators.
Meeting SFDR reporting obligations requires careful preparation and clear internal processes. We guide you through the entire implementation process, coordinate the required data and documentation, and act as a competent interface between your organisation and the regulatory requirements. This minimises the internal effort on your side and ensures a smooth, timely process through to final reporting.
We manage the entire SFDR implementation process from a single source – from product classification under Article 6, 8 and 9, through PAI indicator collection, to timely disclosure.
We combine deep expertise in ESG data collection and calculation with a clear understanding of the regulatory requirements in the sustainable finance environment.
We coordinate data, documentation and processes so that your internal effort remains minimal and reporting deadlines are reliably met.
