A Brief Guide to SFDR Reporting and Compliance
When the European Union’s Sustainable Finance Disclosure Regulation (SFDR) came into force in March 2021, it signalled to the world that the EU was ready to take a global lead…
SFDR Reporting Solution for Financial Institutions
The Only European Sustainable Finance Disclosure Regulation (SFDR) Software You Need
So, what exactly is SFDR?
The Sustainable Finance Disclosure Regulation (SFDR) mandates asset managers & other financial market participants to evaluate & disclose their sustainability-related data & policies at the entity & product levels. Although necessary, many financial institutions experience SFDR Reporting Challenges that make compliance difficult.
SFDR Reporting Challenges
ESGTree - A Fully Integrated SFDR Reporting Solution
Our fully integrated SFDR Reporting Software addresses these challenges by:
- Translating legislation & technical indicators into an intuitive interface that enables portfolio companies to track & improve their performance.
- Automating Principal Adverse Impact Indicators (PAI) reporting
- Tracking alignment with the SFDR on both product & entity levels.
- Preparing for all current & future global ESG regulations through ESGTree’s holistic frameworks automation.
Purpose-built for Financial Institutions, the ESGTree Platform enables you to manage data & reporting at the Fund of Funds, Fund and Portfolio company levels:
Our Team Supports At Every Step Of Your ESG Reporting Journey
ESGTree’s founding team comprises of sustainability & impact investment professionals that have decades of global ESG experience. Our qualified team is well-equipped to provide advisory services to customers interested in fulfilling their SFDR obligations. Our advisory services include creating sustainability risk reports, remuneration policies, and all other documentation that firms must have for Article 6, 8, and 9 compliance.
Our Clients
We work with a range of financial institutions such as Impact Investors, Private Equity (PE) and Venture Capital (VC), Pension Funds, Development Finance Institutions (DFIs), Banks, Companies & more.
“ESGTree is great at helping to bring management teams on the same page. We view the ESGTree system and team as more of an extension of our company rather than a Software provider.“
Director, Investor Relationships at ICV Partners
“ESGTree streamlines our ESG reporting to our investors. Most notably, the Carbon Calculator feature, which reduces the time taken to calculate carbon emissions by 70%. Kudos to the ESGTree team for providing such a seamless user experience.“
Senior Market Analyst at Emburse
ESGTree provides powerful data solutions to help private equity (PE) and venture capital (VC) firms gather, collect, analyze, benchmark and report their ESG data and that of their portfolio companies. Our carbon calculator, customizable and automated ESG frameworks, multi-level report viewing, trends analysis dashboard, and other features aimed to make ESG a value creation tool rather than a reporting burden.
Click here to learn more about our ESGTree’s ESG software solution for Private Equity & Venture Capital.
With ESGTree, save the time and cost of ESG reporting by harnessing the power of the cloud and streamlining ESG data collection, analysis and disclosure.
For more information on the ESGTree’s ESG Reporting Solution, please contact us at :
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Office Addresses
Canada: ESGTree, Kindred Centre for Peace Advancement, 140 Westmount Rd N, Waterloo,ON N2L 3G6, Canada
United Kingdom: ESGTree, 33 Queen Street, London EC4R 1AP, United Kingdom