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A turnkey solution for complying with SFDR requirements under European ESG efforts

Let us digitally transform your sustainability reporting by providing a fast-track innovative solution which will upscale your business in the most elegant of ways.


Get started with SFDR Service today


We will be happy to advise you on the details.

Get in touch

Get started with SFDR Service today


We will be happy to advise you on the details.

Get in touch
SFDR documents at Product Level

The Sustainable Finance Disclosure Regulation (SFDR) requires three types of disclosure at product level:

1.  Pre-Contractual disclosures – §6 SFDR

Retail investors must be provided with comprehensive information on the sustainability profile of a financial product before making an investment decision: the general sustainability risks, the principal adverse impact on sustainability (PAI), the investment strategy, the asset allocation (sustainable vs. other), percentage taxonomy-aligned positions and last but not least – a comparison to a designated sustainable benchmark index (if available).

The benefits of the cleversoft service for pre-contractual disclosures include:
  • Generation of SFDR pre-contractual required disclosures for Article 6, 8, 9 products
  • Customization of the document to align with your company’s corporate identity
  • Standardized text editing, either via xls upload or directly in an easy-to-use frontend within the document overview
  • Document review before official publication based on a 4/6-eye principle in an easy-to-use workflow frontend, including all text versions within the tool. Teams and users can be configured according to customer requirements.
  • Document retrieval via API
  • Optional connection to PRIIPs KID and FinSA KID services
  • 10-year document archiving as required by the regulator

2.      Periodic Disclosures §11 SFDR

Further information is to be provided to clients on a regular basis, after the contract has been concluded:  the performance of the sustainability indicators, taxonomy alignment, top investments, asset allocations, etc., a current comparison with the sustainability benchmark and current PAI data at portfolio level.

The benefits of the cleversoft service for periodic disclosures include:
  • For Portfolio Manager (Discretionary Mandates): SFDR Periodical Disclosures incl. aggregation and calculation of the material PAI for the portfolio & report creation.
  • For Manufacturers: SFDR Periodical Disclosures incl. aggregation and calculation of the PAI for the funds & report creation.
  • Connectivity to data vendors like MSCI & Sustainalytics
  • Flexible adaptation of the document to your company’s corporate identity
  • Document review before official publication using a 4/6-eye principle in an easy-to-use workflow frontend, including all text versions within the tool. Teams and users can be configured according to customer requirements.
  • Document retrieval via API or cleversoft Microsite or FactsheetsLIVE Services
  •  10-year document archiving as required by the regulator

3.      Web Disclosures – §10 SFDR

In addition, the SFDR requires the maintenance of sustainability disclosures, for example environmental and social characteristics, on product websites.

The benefits of the cleversoft service for web disclosures include:
  • Creation of the specific documents required for web publication
  • Flexible adaptation of the document to your company’s corporate identity
  • Review of documents before official publication, according to the 4/6-eye principle in an easy-to-use workflow frontend, including all text versions within the tool. Teams and users can be configured according to customer requirements.
  • 10 year document archiving as required by the regulator
SFDR documents at Entity Level

1.  Entity Level Disclosures (§4)

Comprehensive information must also be provided on the individual companies in which a financial product is invested: periodical disclosures (as per the template in the official RTS), calculations using various data points at company level, as well as “a description of the principal adverse sustainability impacts (PASI) and of any actions in relation thereto taken or, where relevant, planned”

The benefits of the cleversoft service for the PASI Disclosure include: ​
  • Aggregation and calculation of the Principal Adverse Sustainability Impacts (PASI) for the entity’s investments
  • Generation of PASI statement report
  • Workflow tool for PASI Statement review and approval
    • This includes a review before official publication of the report, according to the 4/6-eye principle in an easy-to-use workflow frontend, with the possibility to update your textual narratives directly within the tool. Teams and users can be configured to meet customer requirements.
  • Flexible adaptation of the document to your company’s corporate identity

We work with financial services providers all around the world. Let us introduce you to our onboarding process.

Our team has years of industry experience to help you through the entire regulatory compliance software procurement process – from A to Z.