SFDR Simplified

Navigate the Sustainable Finance Disclosure Regulation with Novata. Our platform and expert advisory practice provide end-to-end support — from identifying fund classifications to PAI readiness, data checks, and more.

Combining ESG Software with Expert Support

Classification Guidance

Lean into Novata’s SFDR expertise to understand your fund’s classification opportunities, the relevant policies and processes required to comply, and receive a roadmap and checklist to support your next steps.

PAI Statement

In parallel with Novata’s PAI Automation Tool, Novata Advisory can review data quality and completeness, coordinate with portfolio representatives to make improvements, and support the review and writing of your broader PAI Statement.

Disclosure Support

Whether it be the review or pre-contractual disclosures, periodic disclosures, or your PAI Statement, our insights can help refine ESG data quality, close gaps in reporting, and provide recommendations to strengthen SFDR disclosures and boost credibility with stakeholders.

Novata SFDR Solutions

Classification Readiness

Gain a better understanding of what direction to take when classifying your funds as either Article 8 or 9. Supported by Novata Advisory, we provide clarity through our Classification Readiness assessment to guide firms in the right direction – whether that be for your first SFDR classification, launching a new fund, or exploring the potential to reclassify existing funds.

In-Platform Due Diligence

Novata digitizes your ESG and SFDR due diligence process, ensuring you have a streamlined, easy-to-use questionnaire to track your metrics and demonstrate value creation from pre-acquisition through to exit. Centralize your sustainability risks in one place and incorporate elements such as your existing exclusionary list, ESG issues (by geography, topic, or industry), as well as SFDR or EU Taxonomy considerations.

PAI Data Readiness

Our PAI readiness assessment can help you understand how prepared you are for SFDR PAI reporting by spot-checking portfolio company data and assessing the quality, accuracy, and completeness.

We understand that having a complete, high-quality PAI statement takes time. That’s why we provide recommendations and action plans for improvement to strengthen your PAI reporting process whether you’re reporting on a mandatory basis or opting-in on a voluntary basis.

PAI Reporting Platform and Data Collection

Take the manual labor out of the PAI Statement and simplify the reporting process. Novata’s in-platform PAI Statement solution includes the collation of the PAI indicators, calculations aligned with easy-to-read SFDR guidance, and the ability to consolidate the information at either the entity level or fund level.

ESG Technology with a Human Touch

Technology alone can’t solve every challenge a firm faces in developing and deploying a value-oriented sustainability strategy.

	Third Party Support	Technology Platforms	The Novata Solution
Bespoke Support
ESG Expertise
Regulatory Expertise
Centralized Source of Truth
Cost Effective
Data Security
Streamlined Data Collection
Built to Scale With You
Makes ESG Reporting Easy
Data Strategy

For SFDR operational expertise, legal expertise, and data assurance, see Novata’s partnership network.

Simplify SFDR with Novata

Gain end-to-end support with our in-platform solutions and experts for Sustainable Finance Disclosure Reporting.