All services

The future of finance. Sustainability in focus through the SFDR.

The Sustainable Finance Disclosure Regulation (SFDR) requires companies in the financial industry to disclose the sustainability characteristics and risks of their products and services. With our consulting approach, we support financial companies in meeting the increasing regulatory requirements.

Create transparency. Promoting sustainability in the financial world.

The SFDR is a European Union regulation that came into force on March 10, 2021. The aim of the SFDR is to create transparency and comparability with regard to the sustainability of financial products. The regulation stipulates that financial institutions, asset managers and investment funds must disclose the ESG (environment, social, governance) criteria of their products.

The SFDR also requires financial institutions to classify their financial products into three categories: Products that have sustainability objectives ("Article 9, or dark green products"), products that do not have sustainability objectives ("Article 6, or non-sustainable products") and products that have sustainability features but do not have sustainability as an objective ("Article 8, or light green products"). The classification of products is intended to enable investors to distinguish between sustainable and non-sustainable products.
The SFDR also requires financial institutions to inform their customers about how sustainability aspects are incorporated into investment strategies and decisions. In addition, financial institutions must fulfill their transparency obligations through regular reporting.

How the SFDR changed the financial market.

The regulation obliges financial institutions based in the EU to disclose the sustainability characteristics and risks of their products and services. These disclosure obligations apply at both company and product level. The requirements come both from the regulatory side and from investors and customers, who are increasingly favoring sustainable investments and demanding corresponding information.

sustainable nachhaltigkeitsberatung finance sfdr finanzmarkt

Sustainability as a competitive advantage. Sustainable supports the implementation.

The demand from investors for ESG criteria and the regulatory requirements for financial institutions are increasing. We help financial companies to meet the increasing regulatory requirements and the needs of investors who are increasingly taking ESG criteria into account in their strategy. We support you in fulfilling the reporting obligations under the SFDR and proactively managing ESG risks. Our advice enables you and your company to integrate ESG criteria into your internal risk management and your own corporate strategy and thus increase your competitiveness.

sustainable nachhaltigkeitsberatung finance sfdr wettbewerb

sustainable nachhaltigkeitsberatung finance sfdr wettbewerb vorteil

The sustainable consultation from Sustainable.

We support financial companies in meeting the increasing regulatory requirements in the area of sustainability. One focus is on fulfilling the reporting obligations under the SFDR at company and product level. We help with the collection and calculation of Principle Adverse Impact indicators: portfolio screening, data collection and reporting.

We also support the development of sustainability and climate strategies in accordance with the Science-Based Target Initiative and the development of company-specific climate risk scenarios as well as the decarbonization of the portfolio. With our range of services, we enable financial companies to proactively manage ESG risks and integrate them into their corporate strategy.

sustainable nachhaltigkeitsberatung finance sfdr finanzindustrie

We are your partner in sustainability consulting for financial companies - with our broad-based background knowledge in this area, we provide you with professional support in achieving your sustainability goals.

On the way to a sustainable financial industry.

The SFDR aims to promote a sustainable financial industry in Europe. It aims to give investors the opportunity to make informed decisions while taking sustainability aspects into account.

sustainable nachhaltigkeitsberatung finance sfdr finanzindustrie weg

Contact us now and meet increasing regulatory requirements.

Your contact person

Markus Goetz

Director

+49 (160) 82 13 61 4

E markus.goetz@sustainable.de