Disclosures for Financial Market Participants
We support asset managers, investors, and financial institutions in meeting the EU Sustainable Finance Disclosure Regulation (SFDR) requirements. We provide end-to-end support, from guidance on Principal Adverse Impacts (PAIs) to preparing transparent, audit-ready reports.
Disclosures for Financial Market Participants
We support asset managers, investors, and financial institutions in meeting the EU Sustainable Finance Disclosure Regulation (SFDR) requirements. We provide end-to-end support, from guidance on Principal Adverse Impacts (PAIs) to preparing transparent, audit-ready reports.
Disclosures for Financial Market Participants
We support asset managers, investors, and financial institutions in meeting the EU Sustainable Finance Disclosure Regulation (SFDR) requirements. We provide end-to-end support, from guidance on Principal Adverse Impacts (PAIs) to preparing transparent, audit-ready reports.
Why SFDR Reporting Matters
Why SFDR Reporting Matters
Why SFDR Reporting Matters
With the EU Sustainable Finance Disclosure Regulation (SFDR) guiding asset managers, investors, and financial institutions, the market now has a powerful framework to enhance transparency on sustainability performance. SFDR requires clear disclosures on how sustainability risks are integrated into investment decisions, and how adverse impacts are considered, enabling comparability across funds and institutions.
With the EU Sustainable Finance Disclosure Regulation (SFDR) guiding asset managers, investors, and financial institutions, the market now has a powerful framework to enhance transparency on sustainability performance. SFDR requires clear disclosures on how sustainability risks are integrated into investment decisions, and how adverse impacts are considered, enabling comparability across funds and institutions.
With the EU Sustainable Finance Disclosure Regulation (SFDR) guiding asset managers, investors, and financial institutions, the market now has a powerful framework to enhance transparency on sustainability performance. SFDR requires clear disclosures on how sustainability risks are integrated into investment decisions, and how adverse impacts are considered, enabling comparability across funds and institutions.
When leveraged effectively, SFDR can transform sustainability disclosure from a compliance burden into a strategic enabler—enhancing market credibility, reducing reputational risks, attracting sustainability-focused investors, and positioning financial institutions as leaders in the transition to a low-carbon, resilient economy.
When leveraged effectively, SFDR can transform sustainability disclosure from a compliance burden into a strategic enabler—enhancing market credibility, reducing reputational risks, attracting sustainability-focused investors, and positioning financial institutions as leaders in the transition to a low-carbon, resilient economy.
When leveraged effectively, SFDR can transform sustainability disclosure from a compliance burden into a strategic enabler—enhancing market credibility, reducing reputational risks, attracting sustainability-focused investors, and positioning financial institutions as leaders in the transition to a low-carbon, resilient economy.
Our SFDR Consulting Services
Our SFDR Consulting Services
We offer a comprehensive suite of services to guide you through every stage of the SFDR process, ensuring your disclosures are accurate, complete, and fully compliant.
We offer a comprehensive suite of services to guide you through every stage of the SFDR process, ensuring your disclosures are accurate, complete, and fully compliant.
SFDR Strategy Development
SFDR Strategy Development
We review your current investment processes and help you define a strategy to meet the requirements of SFDR. We assist with the classification of your financial products into Article 6, Article 8, or Article 9, based on their sustainability focus.
We review your current investment processes and help you define a strategy to meet the requirements of SFDR. We assist with the classification of your financial products into Article 6, Article 8, or Article 9, based on their sustainability focus.
Periodic & Pre-Contractual Disclosure
Periodic & Pre-Contractual Disclosure
We support the drafting and preparation of the required website, pre-contractual, and periodic disclosures, ensuring they align with the mandatory templates and regulatory technical standards (RTS).
We support the drafting and preparation of the required website, pre-contractual, and periodic disclosures, ensuring they align with the mandatory templates and regulatory technical standards (RTS).
Data Collection & Management
Data Collection & Management
We can help you gather and manage the required ESG data from your portfolio companies. Our approach ensures the data is of high quality and reliable for reporting.
Principal Adverse Impact (PAI) Reporting
Principal Adverse Impact (PAI) Reporting
We support the calculation of mandatory and voluntary PAI indicators across your funds or portfolios and help you draft the annual PAI statements required by the regulation.
Our approach is built on deep financial market expertise and a structured process.
We simplify the complexity of SFDR, providing a clear roadmap for your organization.
Scope Assessment
Regulatory Gap Analysis
Data & Governance Enhancement
SFDR Reporting Framework
Ongoing Monitoring
Our Methodology
Scope Assessment
Regulatory Gap Analysis
Data & Governance Enhancement
SFDR Reporting Framework
Ongoing Monitoring
Our Methodology
Scope Assessment
Regulatory Gap Analysis
Data & Governance Enhancement
SFDR Reporting Framework
Ongoing Monitoring
Our Methodology
Scope Assessment
Regulatory Gap Analysis
Data & Governance Enhancement
SFDR Reporting Framework
Ongoing Monitoring
Our Methodology
Scope Assessment
Regulatory Gap Analysis
Data & Governance Enhancement
SFDR Reporting Framework
Ongoing Monitoring
Our Methodology
Why partner with us?
Why partner with us?
As a trusted advisor, ensuring our recommendations are solely based on what is best for your business and your reporting goals.
As a trusted advisor, ensuring our recommendations are solely based on what is best for your business and your reporting goals.
Financial sector expertise
Financial sector expertise
Deep experience with asset managers, funds, and institutional investors.
Cross‑functional support
Cross‑functional support
Blend of sustainability, legal, risk, and reporting expertise.
Efficiency & scalability
Efficiency & scalability
Streamlined frameworks for portfolios and multi‑fund managers.
Future‑proof
Future‑proof
Prepared for evolving EU guidance and interoperability with CSRD and EU Taxonomy.
Meet our expert of the SFDR
Meet our expert of the SFDR
Meet our expert of the ESG & Sustainability strategies
Lourdes Calderon
Sustainability & ESG Expert in the Real Estate Sector
Sustainability expert with a strong finance background, supporting global real estate companies and funds in aligning investor expectations with EU regulations. Bridging finance and sustainability, delivering strategies rooted in CSRD, EU Taxonomy, SFDR.
How our clients benefit from SFDR reporting
How our clients benefit from SFDR reporting
How our clients benefit from SFDR reporting
Our SFDR reporting support helps clients to:
Our SFDR reporting support helps clients to:
Unlock Sustainable Capital and attract the growing pool of capital seeking sustainable investments.
Unlock Sustainable Capital and attract the growing pool of capital seeking sustainable investments.
Comply with emerging environmental regulations and reporting frameworks.
Increase transparency and comparability for investors.
Increase transparency and comparability for investors.
Increase transparency and comparability for investors.
Embed sustainability into their strategy and value creation.
Embed sustainability into their strategy and value creation.
Embed sustainability into their strategy and value creation.
Strengthen credibility and reduce greenwashing risk.
Strengthen credibility and reduce greenwashing risk.
Strengthen credibility and reduce greenwashing risk.
Improve data governance and reporting efficiency.
Improve data governance and reporting efficiency.
Improve data governance and reporting efficiency.
Align with EU Taxonomy and CSRD for integrated sustainability disclosures.
Align with EU Taxonomy and CSRD for integrated sustainability disclosures.
Align with EU Taxonomy and CSRD for integrated sustainability disclosures.
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Get monthly newsletter with impact stories from around the World and news from SUSTAINOVA.
SUSTAINOVA PLATFORM
SUSTAINOVA Network
Subscribe to the Voice of Sustainability
Get monthly newsletter with impact stories from around the World and news from SUSTAINOVA.