SFDR Services
At Danesmead Advisory we make this process quick and simple, helping our clients understand the requirements of SFDR at a product and firm level, as well as developing frameworks for Article 6, 8 and 9 funds.
We have significant experience in delivering successful projects ranging from light touch Article 6 and Article 8 “lite”, to more ambitious Article 8 “plus” and Article 9 funds.
We will build you a framework to address applicable elements of:
Environmental/Social characteristics.
Good Governance assessment.
Principal Adverse Impact (PAI) considerations.
Sustainable Investments.
EU Taxonomy Alignment assessments.
Our SFDR Service
Strategy
Understand your investment strategy and determine which elements of SFDR apply to you.
Framework
Design and build an alignment framework for relevant elements.
Documentation
Draft policies, procedures and disclosures.
Reporting
Complete periodic reporting annually.
SFDR Teach-In
If you’re not sure about SFDR, whether you’re in scope, or how to ensure that your fund meets the requirements of Article 8 or 9, we can arrange a free SFDR “Teach-In” session with us.
Here we’ll explain the basics of SFDR and how it will apply to your firm and your product, and whether alignment is a good fit for your strategy.
What is SFDR?
The Sustainable Finance Disclosures Regulation (SFDR) is one of the core objectives of the EU Action Plan that aims to leverage financial markets to support sustainable economic growth in Europe. SFDR requires investment managers to assess and disclose how sustainability risks are considered in their investment processes.
Whilst not formally a labelling regime, the market has come to use terms Article 6, Article 8 and Article 9 to indicate different levels of product sustainability, and investors increasingly seek funds disclosing under Article 8. We can help you achieve this.
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