Meet SFDR Level 1 requirements starting March 2021
Include your Sustainability Related Disclosures in one single factsheet and be compliant with the Level 1 requirements of the SFDR and all disclosure needs for products classified according to Art. 8, Art. 9 (1) or Art. 9 (3). The solution is already ready and set-up to include the periodic disclosure requirements that will begin to apply on 1 January 2022 with SFDR Level 2.
You disclose your sustainability risks
You disclose the sustainability risks of your investment products as well as the relevant sustainability factors like environmental, social and employee matters, respect for human rights, anti-corruption and anti-bribery matters. Disclose the climate impact as well as the climate footpath of the investments and show an indicative assessment based on the minimum standard for EU Paris Aligned and Climate Transition benchmarks.
Meet the Principal Adverse Impacts Statement Requirements
Describe the economic activities of your investments to be in line with the Principal Adverse Impacts Statement Requirements and provide a quick overview of overall ESG taxonomy alignment
The report can be used for constant monitoring of portfolios for compliance with the ESG strategy and SFDR requirements.
We support data delivery in all forms, from various sources, and adapt to your existing systems. From spreadsheets, to APIs and from internal to third party sources, we can ingest this data.
FE fundinfo’s data experts help you with publication of Level 1 and RTS Level 2 reports and standardised exchange data, e.g. via EMT, EPT, TPT, EET.
With our specialist SFDR Fund Reporting Managed Service, you receive ESG-compliant data, and reconciliation with data availability, all calculations and corresponding documentation and a consistent method, all from one source.
Ensure the timely delivery of your quality-controlled fund data and prices to all relevant distributors, investors and platforms around the world via our data dissemination service.
ESG Investment Reporting
Meet international ESG reporting and disclosure requirements with our tailor-made solution. We provide a full service of analyzing your investment portfolio. So you have access to an individual and cost-efficient solution to measure and benchmark the ESG performance of your investments and to reveal hidden ESG-related investment risks.
Fact Sheet Production
Optimise the creation of fund fact sheets and better engage with investors at scale.
FE fundinfo's leading fact sheet configuration and production tool allows for quick design, development and delivery.
Distribute your fund's marketing and legal documents worldwide.
Ensure the timely, compliant and efficient delivery of all your legal and marketing fund documents to investors, financial media and a large network of distribution partners.