SFDR Simplified

Breaking Down the
EU’s Sustainable Finance
Disclosure Regulation

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.

Key Learnings from SFDR's Milestone Debut

In this Novata webinar, hosted by Private Equity Wire, a panel of GPs from across the private markets unpacked their key learnings from the inaugural reporting and disclosure period and shared insights for preparing for the year ahead.

Lists the four considerations for SFDR preparation

Four Considerations for
SFDR Preparation

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.

The Annual SFDR Disclosure Timeline

Breaking Down Metric
Collection and PAI Calculation

Reporting on PAIs is a crucial component for SFDR regulation, but there are more questions than answers. Novata can help.

Lists considerations for SFDR PAIs

The Novata Solution

SFDR Data Collection and PAI Calculations Made Easy
An Extension of Your Team

Go beyond a technology solution and gain a team of experts that deliver unparalleled guidance to support your SFDR journey.

Data Collection

Novata simplifies the process of collecting ESG data with our secure, multi-user platform that includes built-in guidance, guardrails, and expert support.

PAI Calculation

Novata’s in-platform, digitized PAI reporting tool delivers an end-to-end solution to calculate, aggregate, and report on PAIs. 

Partnering with Novata makes SFDR less stressful. Learn more today.