Market Insight: New SFDR Requirements And The Supplier Landscape
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Executive Summary
The Sustainable Finance Disclosure Regulation (SFDR) was introduced by the European Commission to improve transparency for sustainable investment products, to prevent greenwashing and to elevate transparency around ESG and sustainability claims across the financial market. Financial services firms have been, and still are, in the process of establishing what measures will need to be leveraged to align with the regulation. The introduction of the SFDR has also underscored the relevance of software solutions to automate and optimize reporting, particularly given the categorization of funds between Articles 6, 8 or 9 – all of which warrant different considerations. This report aims to illuminate the requirements mandated under the SFDR and unpack the offerings available to support financial services firms disclosing for the SFDR both at the product and the entity level.
Table of contents
Financial Services Firms Will Struggle To Meet New Requirements In The EU’s SFDRThe SFDR Affects A Broad Swathe Of Firms, Data, Disclosures And Product Decisions
Three Kinds Of Data Providers And Managers Are Supporting Firms With SFDR Reporting
Table of figures
Figure 1: Timeline Of SFDR Mandates At The Entity And Product LevelsFigure 2: Types Of Firms Mandated To Report Under The SFDR
Figure 3: Impact Of The SFDR On Firms By Geography Of Operations
Figure 4: Definitions And Disclosure Obligations Under SFDR Articles 6, 8 and 9 Product Classifications
Figure 5: The EU’s Principal Adverse Impacts Indicators And Their Associated Metrics
Figure 6: SFDR: Entity-Level Vs Product-Level Disclosures
Figure 7: Sample Financial Data Management Platforms With SFDR-Relevant Capabilities
Figure 8: Sample Financial and Climate Data Providers With SFDR-Relevant Capabilities
Figure 9: Sample ESG Reporting Solutions With SFDR-Relevant Capabilities
Organisations mentioned
Aegon, Alveo, Amundi, Appian, BlackRock, Bloomberg, Borsa Istanbul, CBRE, CDP, Celestica, Chevron, CME Group, Cummins, Enablon, Envizi, European Commission, FactSet, Global Reporting Initiative (GRI), GRESB, Helmerich & Payne, HSBC, IBM, ICE, ING, Interactive Brokers, Invesco, Linde, Metcash, Moody’s, MSCI, Natwest, Organisation for Economic Co-operation and Development (OECD), Refinitiv, S&P Global, Santander, Sustainability Accounting Standards Board (SASB), The Disruption House, Tisatech, UL Solutions, UN, Union Bank, Wolters KluwerAbout the authors
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