I Need to Align With SFDR
SFDR aims to increase transparency across markets and set disclosure obligations for participants on sustainability issues.
S&P Global's SFDR Data Solution
S&P Global's EU Sustainable Finance Disclosure Regulations (SFDR) solution helps Financial Market Participants (FMPs) assess and disclose the sustainability alignment of their products with comprehensive coverage of the mandatory and opt-in Principal Adverse Indicators (PAIs) for over 20,000 public and private companies across 464 business activities.
Our coverage of the Principal Adverse Indicators (PAIs) covers 17 mandatory and 33 opt-in PAIs for:
- Climate and related environmental indicators
- Social and employee, respect for human rights, anti-corruption, and anti-bribery matters
- Investments sovereigns and supranationals
SFDR includes provisions on disclosure for certain large FMPs as of June 30, 2021, on due diligence policies with respect to the PAIs of investment decisions on sustainability factors. Firms which consider PAIs also had to prepare to disclose how their products consider such impacts by December 30, 2022.
Our data equips fund managers to analyze and track portfolio alignment to:
- Articles 8 & 9: Evaluate and report on investments sustainability objectives and environmental or social characteristics
- Articles 5 & 6: Determine how investments' economic activities quality as environmentally sustainable
- Article 7: Insights entities environmentally sustainable activities
Featured Solutions
Trucost Environmental
Measures environmental impact across key dimensions for over 20,000 companies.
Physical Risk
Asset and company-level physical risk exposure scores to assess the impact of climate change on portfolios, operational assets, and supply chains.
S&P Global ESG Scores
Provides access to granular sustainability-related data points collected as part of the S&P Global CSA process from public and additional disclosures.
Professionals
Profile professionals with current and prior board/company biographies and explore standardized job functions, titles, education, and compensation.
Trucost Sovereign Carbon Exposure
Allows investors to understand the carbon exposure of their investments in sovereign bonds, compare performance, and report in line with requirements.
Insights
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The Sustainable Finance Disclosure Regulation (SFDR), part of the European Commission’s Action Plan, aims to increase transparency across capital markets and set disclosure obligations for market participants on sustainability issues. Complete the form to learn how our SFDR solutions can help ensure your alignment.