Our SFDR services for you
Is your financial company affected by the European Sustainable Finance Disclosure Regulation (SFDR) and required to disclose its sustainability at the company and product level?
:response supports you throughout the entire disclosure process in accordance with the SFDR and its extension to the disclosure of Principal Adverse Impacts (PAIs).
What is the SFDR?
The SFDR is a European regulation with which the EU aims to increase transparency in the market for sustainable investment products and thus prevent greenwashing. The regulation implements a core objective of the EU’s 2018 Action Plan on Sustainable Finance. Under the SFDR, financial actors must for the first time disclose comprehensive information on ESG metrics and risks at both the company and product level. This transparency is intended to provide investors with essential information to make more sustainable investment decisions and thus direct financial flows toward sustainable transformation
Who is affected by the SFDR?
Who does it apply to?
- Financial advisors
- Financial market participants
The following must be disclosed
Sustainability risks
from the areas of: environment, social issues, governance, which could affect the investments
Disclosure of whether sustainable investments comply with the DNSH principle
The most significant negative impacts at the company and product level: Principle Adverse Impacts (PAI) from January 2023 Principle Adverse Impacts (PAI) ab Januar 2023
- Adverse effects of investment decisions on environmental, social, labor, and human rights issues
- Measures to mitigate adverse effects
Our SFDR services for you:
- Development of a sustainable investment framework
- Analysis of sustainability risks
- Analysis of the most significant negative impacts at the company and product level and disclosure based on key figures (PAIs)
- Analysis of portfolio composition according to SFDR criteria
- Consulting on the development of SFDR Article 8 ESG funds
- Advice on the development of SFDR Article 9 impact funds
Contact us
We are here to answer your questions. Together with our customers, we create an environment in which people enjoy getting involved. We create value for people, organisations and society.
