ALIGN WITH THE SFDR
All you need to know about SFDR
In transition towards a more resource-efficient and sustainable economy, it’s important to get familiar with the regulations coming your way - there among the Sustainable Finance Disclosure Regulation (SFDR). We have gathered all our resources on SFDR, such as webinars, reports and blog posts for you, as an investor, to deepen your knowledge.
GET FAMILIAR WITH THE SFDR
What is SFDR?
The Sustainable Finance Disclosure Regulation (SFDR) is the first regulation set by the EU with the purpose of reorienting capital flow towards sustainable finance. By inserting SFDR to provide transparency on sustainability within the financial market, greenwashing can be prevented.
How to implement the EU SFDR
Define which parts of the SFDR apply to your organization and get familiar with your sustainability actions and status. Determine what actions are needed and create an action plan for your sustainability risk policy, due diligence policy and remuneration policy.
Article 6, 8 & 9
According to the SFDR’s classification system, a fund will be classified as an article 6,8 or 9 fund. Article 6 applies to funds without a sustainability scope. Article 8 applies to those which promote environmental or social characteristics. Article 9 applies to those that have sustainable investment as their objective.
Who is affected by the SFDR?
The SFDR regulation applies to the financial market participants (FMPs) who are defined as the “big players”. This includes investment firms, pension funds, asset managers, insurance companies, banks, venture capital funds, credit institutions offering portfolio management and financial advisors.
All about SFDR
How Worldfavor can help you comply with the SFDR
Using Worldfavor Sustainable Investments is the fastest and easiest way to collect, calculate and aggregate all the data you need to comply with the SFDR and report on time. Whether you’re directly or indirectly affected by the SFDR framework, Worldfavor’s experts can help you to comply with the reporting and disclosure requirements.
How to use Worldfavor for SFDR reporting?
With Worldfavor it’s easy and straightforward to follow up on the metrics that are defined in the SFDR regulation. With the help of ready-to-use questionnaires for you and your portfolio companies, built-in equations that calculate the results for you, and advice from our very own expert team, Worldfavor practically does the job for you.
Step 1: add your portfolio companies into Worldfavor
Step 2: Worldfavor sends out automated, ready-to-use questionnaires to your portfolio companies and calculates all results based on SFDR equations
Step 3: Review your aggregated and reporting-ready SFDR data in the platform
Why choose Worldfavor when SFDR reporting?
The Worldfavor platform is intuitive and user friendly, and allows your portfolio companies to understand the ramifications of the SFDR and easily report their answers. Collect the data from the relevant parties with the help of structured questionnaires, and receive aggregated data in a dashboard view. In addition, the platform does the calculations for you, making it easy for you to review your data and to include in your report.
What does the platform offer when it comes to collecting SFDR data?
Built-in and ready-to-use questionnaires
An automated data collection process
Built in equations and calculations of collected data
A user friendly interface and all results in a dashboard view
All the benefits of the Sustainable Investments-solution; Track your investments' sustainability and guide your portfolio companies with data-driven insights to identify opportunities and mitigate risk.
How can our portfolio companies report in Worldfavor?
Reporting data in Worldfavor is easy for your portfolio companies, too. They get:
An easy to use and intuitive reporting tool
Definitions on all metrics, explaining exactly what information they need to provide
Access to their own data, helping to track their own performance over time
The possibility to kickstart their sustainability journey
Does it cost your portfolio companies to report information?
No, it's completely free. With our Transparency solution you can invite your portfolio companies to report their data to you, it's always free for them - making it as easy as possible. When portfolio companies are given access to their own data, helping to track their own performance over time - it creates a possibility to kickstart their sustainability journey.
Start report to the SFDR with Worldfavor
Get a customized tour of how Worldfavor's Sustainable Investments solution can be used for complying with the EU’s Sustainable Finance Disclosure Regulation (SFDR).
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HUMAN RIGHTS DUE DILIGENCE
What is human rights due diligence?
Human rights due diligence (HRDD) is a risk management process for businesses. You as a business can implement HRDD to identify and respond to actual and potential negative impacts within your own operations and supply chain.
What is sustainability reporting?
Sustainability Reporting is a way to disclose sustainability data which businesses conduct to improve their transparency and visibility, with the purpose to develop a framework for action and legal requirements. A Sustainability Report consists of the environmental, social and economic (ESG) impacts caused by a company's activities.