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

Get back the time you spend sorting out how many portfolios require entity-level disclosures, and within which reporting timeframe. We’ll do it for you.


Get started with SFDR Service today


We will be happy to advise you on the details.

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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), % taxonomy aligned positions and last but not least – a comparison to a designated sustainable benchmark index (if available).

The cleversoft service for pre-contractual disclosures includes:
  • Generation of SFDR pre-contractual required disclosures for Article 6, 8, 9 products
  • Flexible adaptation of the document to your company’s corporate identity
  • Standardised updating of texts, either via xls upload or directly in an easy-to-use frontend within the document overview
  • 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.
  • Document retrieval via API
  • Optional connection to PRIIPs KID and FinSA KID services
  • Document Archive for 10 years 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 cleversoft service for periodic disclosures includes:
  • 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
  • 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.
  • Document retrieval via API or cleversoft Microsite or FactsheetsLIVE Services
  • Document Archive for 10 years 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 cleversoft service for web disclosures includes:
  • 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.
  • Document Archive for 10 years 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 draft RTS), calculations using various data points at company level, as well as “adescription of the principal adverse sustainability impacts (PASI) and of any actions in relation thereto taken or, where relevant, planned”

The cleversoft service for PASI Disclosure includes: ​
  • Aggregation and calculation of the Principal Adverse Sustainability Impacts (PASI) for the entity’s investments
  • Generation of PASI statements
  • Workflow tool for PASI Statement review and approval
  • 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.

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