SFDR-Reporting

On November 27, 2019, the Regulation (EU) 2019/2088 on sustainability-related disclosure requirements in the financial services sector was issued. The SFDR (Sustainable Finance Disclosure Regulation) specifies that financial companies must disclose to customers the extent to which sustainability factors are included in the decision-making process for their financial products and what the adverse sustainability impacts of their financial products are (PAI Statements – Principal Adverse Impact Statements).

Since March 10, 2021, most of the SFDR disclosures have to be reported under the Level 1 Regulation, such as the mandatory disclosure on the website or disclosures in the pre-contractual information of financial products. As early as January 01, 2022, additional disclosures on ESG characteristics of Article 8 (products promoting environmental and social aspects) and Article 9 (products targeting sustainable investments) financial products are mandatory in the form of periodic reporting. The first periodic SFDR Reports under the SFDR Level 2 Regulation are to be prepared and published in early 2023 (no later than 30.06.2023) for the reporting period 1.1.2022-31.12.2022.

The exchange of the interface format EET (European ESG Template), which makes the contents of the SFDR, EU Taxonomy and MiFID II or IDD accessible in a standardized form, will also start as early as 1 June 2022.

First, we receive your portfolio data from your product administrators. The ESG ratings are provided by a rating agency. We are happy to work with any rating agency you wish. All evaluations as well as the individual visualization will then be done by us.