ESG Compliance ServicesA 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.
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 8 and 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, 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 Managers (Discretionary Mandates): SFDR Periodic Disclosures incl. aggregation and calculation of the material PAI for the portfolio & report creation.
- For Manufacturers: SFDR Periodic 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
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