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High need for action on sustainability funds: in March 2021 the Sustainable Finance Disclosure Regulation comes into force

With the two-stage Sustainable Finance Disclosure Regulation (SFDR), the EU provides for uniform reporting requirements for sustainability criteria. The comprehensive first stage of the SFDR will apply from 10 March. According to this, the ESG strategy, characteristics and calculation methods must be demonstrably measured and stated on websites and in sales prospectuses. Even though the extensive Level 2 reporting requirements are expected to be postponed until 1 January 2022, there is still an urgent need to act.

what this means for your reporting

While Level 1 information may initially still be qualitative, by March 2021 all relevant portfolios – including target funds – must already be being assessed according to the actual criteria. Information on ESG strategy, ESG characteristics and monitoring methods must be provided in your sales prospectus (precontractual) and on your website.

The challenge lies in consolidating the ESG data of all assets contained in a fund or portfolio in a methodically correct way and in SFDR-compliant disclosure. The alignment of different scoring methods for target funds, instruments and issuers is particularly important. 

our solution: arep ESG | SFDR

Launch your sustainable Article 6, 8 or 9 portfolios early and be SFDR-compliant – with our arep platform solution for regulatory reporting. We collect the correct ESG ratings for you centrally, cost-effectively and reliably and provide the required information in very little time.

Once the final Level 2 RTSs are available, and on the basis of the Level 1 specifications graded according to market practice, we will support you in preparing sales prospectuses, annual reports and regular product information for your website, as well as pin rocessing new fields of MiFID-II-EMTs, PRIIPs-EPTs, Solvency-II-TPTs, and ESG-EETs. We are represented in the EFAMA working groups FinDatEx and are involved in the standardisation of data exchange.

With the arep SFDR application and our managed service, you benefit from ESG-compliant data, method alignment, all calculations and documents as well as web services from one source. The services in detail:

The advantages of the arep all-in-one SFDR solution

Clients who trust us

acarda GmbH

Eschersheimer Landstr. 14
60322 Frankfurt am Main
Germany

acarda Luxembourg

56 Route de Trèves
2633 Senningerberg
Luxembourg

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c/o LPA
7 Westferry Circus
Canary Wharf
London E14 4HD
United Kingdom

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