Sustainable finance disclosure regulation (SFDR)

ESG transparency under SFDR

The EU’s Sustainable Finance Disclosure Regulation (SFDR) requires financial market participants and advisors to disclose ESG-related information.

Book demo

Investor-grade ESG data, ready when you are.

Sustainable finance disclosure regulation (SFDR)

ESG transparency under SFDR

The EU’s Sustainable Finance Disclosure Regulation (SFDR) requires financial market participants and advisors to disclose ESG-related information.

Book demo

Investor-grade ESG data, ready when you are.

How Worldfavor supports SFDR

Make SFDR reporting clear and manageable

SFDR requires investors to collect and report sustainability data across their portfolios. Worldfavor helps structure this work into a clear, repeatable process.

Collect SFDR-ready portfolio data, with AI assistance

Monitor PAI indicators over time

Generate consistent SFDR disclosures

How Worldfavor supports SFDR

Make SFDR reporting clear and manageable

SFDR requires investors to collect and report sustainability data across their portfolios. Worldfavor helps structure this work into a clear, repeatable process.

Collect SFDR-ready portfolio data, with AI assistance

Monitor PAI indicators over time

Generate consistent SFDR disclosures

Anna Gustafsson

Sustainability Specialist @Worldfavor

“Worldfavor gives our clients SFDR-ready PAI reports that are already investment-weighted and aligned with the official template, so you can plug it straight into your website and move on”

Anna Gustafsson

Sustainability Specialist @Worldfavor

“Worldfavor gives our clients SFDR-ready PAI reports that are already investment-weighted and aligned with the official template, so you can plug it straight into your website and move on”

Comprehensive ESG reporting

SFDR requirements, made clear

SFDR sets rules for how financial market participants disclose sustainability risks, impacts, and characteristics at entity and product level.

Requirements & obligations

Product-level disclosures

Provide detailed ESG information for financial products, including alignment with sustainability objectives and performance metrics.

Principal adverse impacts (PAI) reporting

Identify, measure, and disclose adverse impacts of investment decisions on sustainability factors, following the SFDR’s PAI indicators

Sustainability risk disclosures

Disclose how sustainability risks are integrated into investment decision-making processes and the potential impact on financial performance.

"Start now to open your eyes to what’s strong, and what’s risky in your value chain, before others do it for you."

Johan Löfqvist

Head of Sustainability @Worldfavor

Johan Löfqvist

Head of Sustainability @Worldfavor

"Start now to open your eyes to what’s strong, and what’s risky in your value chain, before others do it for you."

Companies affected

Companies in scope

Financial market participants, including asset managers, insurance companies, pension funds, and investment firms. Aswell as, financial advisors offering investment or insurance advice.

Companies in-directly

Portfolio companies and required to supply investors with ESG data for SFDR reporting.

Support SFDR data collection with Sustainable Investment

Free demo • No commitment • 30 minutes

Book demo

Support SFDR data collection with Sustainable Investment

Free demo • No commitment • 30 minutes

Book demo

Worldfavor Assessment methodology : always transparent on how we calculate scoring

Sustainability expertise

ESG expertise, built into the platform

Worldfavor combines sustainability expertise and product development to help companies meet evolving ESG requirements with confidence.

Sustainability specialists embedded in product development

ESG content continuously updated to reflect regulations

Transparent methodologies with no black-box scoring

How sustainability is built into our product

Sustainability expertise

ESG expertise, built into the platform

Worldfavor combines sustainability expertise and product development to help companies meet evolving ESG requirements with confidence.

Sustainability specialists embedded in product development

ESG content continuously updated to reflect regulations

Transparent methodologies with no black-box scoring

How sustainability is built into our product

Features

Top platform for SFDR

Worldfavor ensures effortless compliance for you

AI powered ESG screening

Instantly access detailed portfolio data from verified sources with automatic evaluation, and risk profiles in one flow.

AI powered ESG screening

Instantly access detailed portfolio data from verified sources with automatic evaluation, and risk profiles in one flow.

Sustainability data library

Access sustainability questions, KPIs, and questionnaires, filtered by SFDR, EDCI, CSRD or industry specific KPIs and topics.

Sustainability data library

Access sustainability questions, KPIs, and questionnaires, filtered by SFDR, EDCI, CSRD or industry specific KPIs and topics.

Data collection

Collect the investment data needed though a user-friendly interface - tailored to simplify the reporting for you, and your portfolio companies.

Data collection

Collect the investment data needed though a user-friendly interface - tailored to simplify the reporting for you, and your portfolio companies.

Data verification

Review and approve or reject portfolio companies’ responses to ensure accurate data. Our smart AI bot can automatically verify certifications and validate information.

Data verification

Review and approve or reject portfolio companies’ responses to ensure accurate data. Our smart AI bot can automatically verify certifications and validate information.