SFDR for
Investment Funds
We support asset managers, investors, and financial institutions in meeting the EU Sustainable Finance Disclosure Regulation (SFDR) requirements. From PAI guidance to audit-ready reports.
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.
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.
How our clients benefit from SFDR reporting
- 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.
- Embed sustainability into their strategy and value creation.
- Strengthen credibility and reduce greenwashing risk.
- Improve data governance and reporting efficiency.
- Align with EU Taxonomy and CSRD for integrated sustainability disclosures.
Comprehensive support through
every stage of the SFDR process.
Ensuring your disclosures are accurate, complete, and fully compliant.
SFDR Strategy Development
We review your current investment processes and help you define a strategy to meet SFDR requirements. We assist with the classification of your financial products into Article 6, Article 8, or Article 9, based on their sustainability focus.
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.
Data Collection & Management
We 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.
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).
Deep financial market expertise
and a structured process.
We simplify the complexity of the SFDR regulation and provide your organization with a clear roadmap.
Scope Assessment
We begin by evaluating your fund structures, investment strategies, and product classifications to determine the full scope of your SFDR obligations.
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.
Financial sector expertise
Deep experience with asset managers, funds, and institutional investors.
Cross‑functional support
Blend of sustainability, legal, risk, and reporting expertise.
Efficiency & scalability
Streamlined frameworks for portfolios and multi‑fund managers.
Future‑proof
We're prepared for evolving EU guidance and interoperability with CSRD and EU Taxonomy.
Meet our expert
Paul T. de Vreede
Sustainability Expert in the Real Estate Sector
"Sustainability and technical design expert with deep experience in sustainable buildings, advising global developers and operators on performance-driven solutions. Bridging engineering and sustainability, delivering resilient designs rooted in low-carbon materials, energy efficiency, lifecycle."
Meet our SFDR expertsAre you interested in SFDR Reporting?
Get in touch with us to receive support for your SFDR-related activities.