On 4 February 2021 the European Supervisory Authorities (ESA) published their final reporton the Regulatory Technical Standards (RTS) for SFDR.This results in a number of updates that urgently need to be taken into consideration in the compliance reporting. To keep you up to date, we have summarised the most important upcoming changes and our recommendations for action.
Johannes Waldheim, Head of Productmanagement at acarda welcomes the draft RTS improving ESG reportings:
“Active and passive funds must both provide the same information with equal information requirements. A passive fund, can simply refer to the index, but must declare this. A SDFR-compliant and early positioning of products according to articles 6, 8 and 9 with all documents and calculations is essential. With a SFDR module integrated in our reporting platform we support our clients with ESG-compliant data, method alignment, all calculations and documents as well as web services according to SFDR Level 1 required by 10 March 2021.“
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