Accelerate your SFDR reporting

Using Worldfavor Sustainable Investments is the fastest and easiest way to collect, calculate and aggregate all the data you need from your portfolio 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.

Worldfavor's ESG platform is intuitive and straightforward for all users. With a ready-to-use setup for you and your portfolio companies, it's easy to track mandatory metrics defined in the SFDR regulation. Automated analysis, guidance in-app, and advice from our very own expert team help you to align with the SFDR and report to stakeholders.

Worldfavor offers technical and analytical functionalities that help you excel with your SFDR reporting. What you'll get:

• Automated data collection and analysis

• Track SFDR data and all other ESG data that is important to your fund

• Empower your portfolio companies on their sustainability journey

• A user-friendly interface and all results visualized in a dashboard view

• Define and follow specific goals

• A sustainability library guiding you and portfolio companies in ESG topics

Reporting data in Worldfavor is easy – and free – for your portfolio companies. They get:

• An easy-to-use reporting tool for free

• Guidance in the platform explaining exactly what information to provide

• Suggestions on what data to share with stakeholders

• Access to their own data, helping to track their performance and improve over time

• Minimized reporting burden and the ability to reuse answers to many stakeholders

No, it's completely free. Invite your portfolio companies to report their data to you, they get their own account in Worldfavor free of charge.

30 June 2021:  Investors are required to publish and maintain a Principal Adverse Impact (PAI) statement on their websites.

1 January 2022: The first reference period starts, effective from 1 January 2022 to 31 December 2022. Investors collect relevant data to align with the disclosure obligations, such as the PAI-statement, for the first time.

1 January 2023: The second reference period starts and is effective from 1 January 2023 to 31 December 2023. With the Level 2 phase enacted, compiling with the SFDR disclosure requirements becomes mandatory. 

30 June 2023: The final date on which investors need to report their performance on the previous reference period through the PAI Statement and other disclosures under SFDR regulatory technical standards.

30 June 2024: The date by which investors must report for the second time. Plus, from this date onwards, they must start comparing the first and second reference periods.