SFDR: Transparent Sustainability in the Financial Sector
The Sustainable Finance Disclosure Regulation (SFDR) has been in force since 2021 and is a key component of the European Commission’s Action Plan for Financing Sustainable Growth. This regulation aims to increase transparency on sustainability within the financial sector and to inform end investors about the impact of investment decisions on sustainability. At DuFinco, we help financial institutions meet these complex but crucial obligations.
What is the SFDR and who does it apply to?
The SFDR is aimed at all financial market participants, including:
Banks
Asset managers (including AIFMD registered managers)
Pension funds
Life insurers (with investment products)
Financial advisors with three or more employees
The SFDR applies regardless of whether an institution offers sustainable products. It distinguishes transparency requirements at entity level and product level , depending on the nature of the financial products and whether they are promoted as sustainable or green.
Why choose Dufinco?
At DuFinco we make subsidies understandable and feasible. With our expertise and personal approach we ensure that your organization gets the most out of available subsidy possibilities. In this way we help you not only financially, but also strategically.
Our SFDR services: What can DuFinco do for you?
The SFDR obliges financial institutions to report extensively on the sustainability of their policies and products. DuFinco offers customized support for:
Integratie van Duurzaamheidsrisicos
Advising on and implementing policies for including sustainability risks in investment decisions or investment advice.
Support in drawing up codes of conduct and remuneration policies in line with sustainability objectives.
Duurzaamheids-rapportage voor producten
Ensure transparency for sustainable or green products, including pre-contractual and periodic reporting.
Mapping how products contribute to sustainable goals or characteristics.
Rapportage over ongustige effecten op duurzaamheid
Developing and optimising information on adverse effects on sustainability, both at company and product level.
Data analysis and development of methodologies for measuring sustainability impacts.
Compliance en Toezicht
Ensuring that information provision complies with SFDR requirements, with a view to possible audits by supervisors.
Perform gap analyses to improve existing processes and reduce risks.