top of page
iStock-171144449_edited.jpg
EU_compliance.png

SFDR Compliance

Stainable SFDR compliance in three steps. 

Stainable SFDR contains the complete SFDR/RTS but is 100% digitised and dynamically fillable. Stainable automatically generates SFDR-compliant reports, relieving you of the intensive data collection process. In addition, you always have an overview and insight into your SFDR workflow and legislative changes are implemented automatically.

1

Strategy

Entity level:

  • Policy for sustainability risks

  • Principal Adverse Impacts

Product level:​

  • Product 'color' grey (6), green (8,9)

Rapportjes tekening_edited.png

2

Data management

  • (automated) data  gathering E+S+G.

  • Crosswalks a.o. GRESB, BREEAM, WELL and Taxonomy

  • Automated calculation of PAI indicators

3

Reporting & disclosure

SFDR compliant reporting for entities and products (both pre contractual and periodic) in the mandatory templates: 

 

  • PAI

  • all relevant annexes

SFDR compliance  three steps

From January 1, 2023, the European SFDR level 2 will apply: the Regulatory Technical Standard (RTS). This regulation imposes two major obligations on financial market participants (FMD) and financial advisors (FA): 

​

  • transparent publication obligation about sustainability policy, or the absence thereof, on websites (disclosure)

  • mandatory SFDR annual reports on E+S+G indicators as prescribed by the SFDR/RTS (periodic reporting). The reporting obligations apply to product
    and entity level. The deadline for annual reports for 2022 was June 30, 2023.

Who does the SFDR apply to?

The SFDR applies to financial market participants (FMDs) and financial advisers (FAs), banks, investment firms, alternative investment fund managers, venture capital funds and social entrepreneurship funds, as well as pension funds, asset managers and life insurers.

What does the SFDR ask?

From 1 January 2023, the European SFDR level 2 is applicable: the Regulatory Technical Standard (RTS). This regulation imposes two major obligations on financial market participants (FMD) and financial advisers (FA): 

 

  • Disclosures: transparent disclosure requirement on sustainability policies on websites, including for grey products! 

  • Reporting: mandatory SFDR annual reporting on E+S+G indicators as required by the SFDR/RTS (periodic reporting).

 

The information and reporting requirements apply at the product and entity level. 

bottom of page