SFDR Services: Ensuring Compliance, Clarity, and Confidence 

Our SFDR services empower funds to classify their products accurately, produce compliant sustainability disclosures, and effectively manage greenwashing risks. At Greenstep, our SFDR expertise seamlessly bridges the gap between regulatory interpretation, data management, and reporting to create a high-value package for your investors. 

Strategic Support for SFDR Reporting 

The Sustainable Finance Disclosure Regulation (SFDR) is a key EU framework governing how financial market participants disclose ESG (Environmental, Social, and Governance) information to investors. Its mission is to increase transparency, improve product comparability, and eliminate greenwashing when products are marketed as sustainable or responsible. 

What our SFDR services mean for your fund: We provide practical support to ensure that both the fund and its manager meet EU requirements clearly and accurately. Our approach typically combines high-level regulatory interpretation with hands-on implementation in the fund’s daily operations. 

Who we serve: Greenstep’s services are primarily designed for financial market participants, including asset managers, fund management companies, and investment advisors managing products within the EU. We assist in meeting disclosure obligations at both the entity and product levels, specializing in Article 6, 8, and 9 funds. Our expertise also extends to insurance companies and pension funds facing the same rigorous reporting and anti-greenwashing requirements. 

SFDR in Practice: What is Required? 

SFDR requires financial market participants to provide detailed, transparent reporting on sustainability risks in investment decisions at both the organizational and product levels. 

Key Reporting Obligations: 

  • Website & Pre-contractual Disclosures: Publishing sustainability principles, strategies, and pre-contractual disclosures in a clear, accessible, and transparent format for investors. 
  • Sustainability Risk Integration: Documenting how risks (such as climate change or human rights) are factored into investment selection, governance, and risk management processes. 
  • PAI Indicators: Reporting on Principal Adverse Impacts (PAI), such as greenhouse gas emissions, water consumption, waste, biodiversity, and social/governance practices. 

Furthermore, SFDR mandates that all this information be available free of charge on the company’s website, ensuring investors can review sustainability practices before making investment or service decisions. 

Our Core Services for Funds 

  1. Fund Classification & Strategy
  • Classification: We help you determine whether your fund falls under Article 6, 8, or 9 (or future SFDR 2.0 categories) and align your investment strategy, sustainability targets, and exclusions accordingly. 
  • Future-Proofing: Preparing for upcoming regulatory shifts, including the new SFDR 2.0 product categories and updated DNSH (Do No Significant Harm) and PAI requirements. 
  1. Documentation & Reporting
  • Templates & Disclosures: We help you integrate SFDR-compliant data into fund prospectuses, KIDs (Key Information Documents), and websites, including Annex templates for Article 8/9 funds and annual report disclosures. 
  • Reporting Tools: We provide the processes and tools needed to report on PAI indicators, sustainability risks, and EU Taxonomy alignment. 
  1. Processes, Data, and Oversight
  • Integration: We ensure correct regulatory interpretation through guidelines and models that incorporate sustainability risks and PAIs into your investment process and risk management. 
  • Data Governance: Support in selecting ESG data sources and establishing internal controls to ensure PAI and DNSH requirements are defined accurately and consistently. 

Why Partner with Greenstep for SFDR?

Comprehensive Fund Expertise

We understand the nuances of the fund business, from back-office operations to investor reporting. We integrate SFDR obligations seamlessly into your fund’s annual cycle. 

Cross-Functional ESG & Fund Teams

Our holistic approach ensures you get the right specialist for every task—whether interpreting technical PAI indicators or meeting complex reporting deadlines.

Interim Efficiency

We deliver experienced experts directly into your workflow without administrative delay. Get fast answers and up-to-the-minute support when you need it. 

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