SFDR Reporting Made Simple for Real Estate
Optimized for real estate, our powerful tools and expertise take the burden out of compliance, getting you ready to report on time. We support your SFDR reporting process in five key ways.
- 1
Easy Data Input
Input data directly or via Excel/CSV import and compute mandatory and voluntary PAIs at both the financial product and entity level. - 2
Fast Validation & Generation
Review data for accuracy and generate PAIs with the click of a button for website and pre-contractual disclosures. - 3
Clear Performance Tracking
Measure the performance of investments against relevant real estate PAI indicators. - 4
Smart Compliance Monitoring
Monitor SFDR compliance with our dynamic dashboard to gain actionable insights. - 5
Seamless EU Taxonomy Calculation
Calculate EU Taxonomy alignment within the same streamlined workflow.
Getting ESG Data Right for SFDR
The Sustainable Finance Disclosure Regulation was introduced as part of the EU Sustainable Finance package to improve transparency and prevent greenwashing in the market for sustainable investment products.
Qualitative and quantitative metric requirements for the Principle Adverse Impact Statement (PAIs) expose industry-specific challenges around ESG data and the need for robust data management systems and reporting mechanisms.
Check the latest implementation timeline for SFDR:
View the official SFDR timeline on the ESMA website (PDF)
We do the heavy lifting and get you ready to comply:
- Collect ESG and financial data and set KPIs for environmental and social characteristics promoted by your funds
- Monitor performance and calculate PAI indicator metrics
- Produce your PAIS for Article 8 and 9 funds and report your EU Taxonomy alignment
How to Comply
Principal Adverse Impact Statement
The Principal Adverse Impact (PAI) Statement follows a mandatory reporting template and addresses a set of indicators related to climate and environment, social, and governance-related adverse impacts. Disclosures must include specific qualitative and/or quantitative factors and metrics, along with details of the impact year-on-year.
How to Comply
EU Taxonomy Alignment
In pre-contractual and periodic disclosures, financial market participants must disclose the Taxonomy-alignment of their products expressed as a share of turnover, capital expenditure, and operational expenditure.
Who Needs to Report?
SFDR applies to financial market participants and financial advisors in the EU, including those with EU shareholders and those promoting themselves within the EU.