Sustainable Finance Disclosure Regulation (SFDR)
Develop SFDR fund strategies and systematically design disclosures
The Sustainable Finance Disclosure Regulation (SFDR) creates transparency about the actual sustainability performance of funds and investment products. For investors, asset managers and clients, this makes it clearer how ESG factors are incorporated into investment decisions and which environmental or social characteristics a product actually fulfills. Particularly in the real estate sector, where climate risks, energy efficiency and decarbonization play a central role, the SFDR creates comparability and reduces greenwashing risks. The ongoing revision of the SFDR at EU level will further strengthen comparability.
With the increasing requirements for disclosure and classification - particularly for Article 8 and Article 9 products (and in future Article 7 products) - the pressure to provide reliable data on energy consumption, emissions, certifications and remediation measures is growing. At the same time, the SFDR opens up opportunities: fund products that comprehensibly document and improve their sustainability performance strengthen their market position, address the expectations of institutional investors and increase their financial viability in the long term.
This makes the SFDR an essential building block for a future-proof fund strategy - it combines regulatory requirements with real performance and creates the basis for responsible, transparent and competitive investments.
Our expertise
Our advisory firm has in-depth expertise in the application of the SFDR in the liquid and illiquid areas and in the development of suitable fund strategies. We understand the specific requirements arising from the disclosure obligations for Article 8 and Article 9 products and know which data, processes and evidence are required for a convincing and compliant ESG presentation. Through our experience with different portfolios, we understand the practical challenges of data collection, classification and reporting. Our aim is not only to make you compliant, but also to use the SFDR as an opportunity to increase the attractiveness of your products for investors and support the long-term performance of your real estate.
Our services include:
- Development of an SFDR-compliant Art. 8 or 9 (and in future Art. 7) investment strategy
- Development of impact investing strategies
- Development of reporting structures to meet the various requirements of SFDR and investors (e.g. those subject to CSRD reporting)
- ESG data management for your fund product
- Support with reporting (PAI statement)