Sustainable finance disclosure regulation (SFDR) - What does it mean for you?

Institutional & retail investors have an exponentially growing interest in ESG investments, with current AuM of 30 trillions USD, sustainable investments are already a major trend within Asset Management Industry.

This is why European Supervisory Authorities introduced very detailed and complex reporting/compliance requirements for Asset Managers and Investment Firms: Sustainable Finance Disclosure Requirements (SFDR) with most obligations launching as of March 10th 2021.

With such important opportunities and expectations at stake, SFDR obligations can just not be ignored by Investment Managers.

Our experts have prepared a detailed guide to help you implement SFDR: they answer key questions so you can implement the rules in a structured and efficient manner:

  • What are your obligations & timeline

  • Which products & markets are in scope?

  • What do you disclose as an investment firm?

  • SFDR Reporting templates

  • Next steps

Contact Kelly, Nick or myself and get your copy of the report on SFDR or discuss how we help our clients manage their obligations via our Data Management platform, SUMMIT.

202011 - SEQVOIA Guide- How to cope with
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