The EU’s Sustainable Finance Disclosure Regulation (SFDR) provides uniform reporting requirements for sustainability criteria. The comprehensive first level of the regulation came into force on 10 March. According to this, the ESG strategy, characteristics and calculation methods must be demonstrably measured and stated on websites and in sales prospectuses.
On 4 February, the revised version of the relevant Regulatory Technical Standards (RTS) was published. This results in new compliance requirements for Level 2, which must be implemented today or by July 2022 at the latest – ideally with a holistic, automated data management and reporting solution.
The acarda platform allows you to automate the entire process: Collect all ESG metrics for the instruments in your portfolios at product as well as entity level according to regulation. Classify your portfolios with pre-definable rules according to Articles 8 and 9, and thus ensure that the Principal Adverse Impacts (PAI) as well as the ratings of your portfolios are correctly reported. You always have an overview of all key figures and processes via the comprehensive acarda dashboard. to represent.
You can also automatically create pre-contractual and annual reports, update your websites and integrate other systems that need to access aggregated sustainability key figures. The acarda ESG/SFDR module delivers the new fields of MiFID II EMTs, PRIIPs EPTs, Solvency II TPTs and the future ESG-EET exchange format and distributes the data to all desired platforms.
ESG strategy, data and methods
Collection and measurement
Documents and websites
The services in detail: