The EU’s Sustainable Financial Disclosure Regulation (SFDR) is a mandatory regulation that increases transparency for sustainable investment products and sustainability claims made by financial market participants. With disclosure requirements fully in effect, investors are feeling the pressure to ensure compliance.
The scope of SFDR is broad, extending beyond EU investors to include financial market participants who market, or appear to market, to clients in the region. Investors should take into account four considerations to ensure they are prepared to track and report in a timely manner.
Reporting on PAIs is a crucial component for SFDR regulation, but there are more questions than answers. Novata can help.
Go beyond a technology solution and gain a team of experts that deliver unparalleled guidance to support your SFDR journey.
Novata simplifies the process of collecting ESG data with our secure, multi-user platform that includes built-in guidance, guardrails, and expert support.
Novata’s in-platform, digitized PAI reporting tool delivers an end-to-end solution to calculate, aggregate, and report on PAIs.