As the requirements for ESG investment reporting rapidly evolve, keeping abreast of the regulatory requirements for Fund Managers and Fund Distributors is a significant challenge.
The introduction of the Sustainable Finance Disclosure Regulation (SFDR) and Taxonomy Regulation in March 2021, not to mention other emerging regional reporting requirements and the upcoming European ESG template (EET) coupled with existing regulations like MiFID II, UCITS, AIFMD or IDD add complexity to the ESG investing landscape.
At FE fundinfo we are here to help you navigate this complex regulatory framework and remain compliant in the promotion and distribution of your ESG funds. Our team of specialists can provide expertise and insights in ESG & SFDR reporting, the creation and dissemination of EET data and applying for Ecolabels. We help you comply with ESG disclosure requirements and promote your ESG proposition in a clear and transparent way so investors can be better informed.
With the help of our ESG reporting solution, your investment products are analysed and evaluated on various sustainability criteria to provide a rounded view of their ESG profile.Find out more
Our SFDR reporting module helps you to produce timely and accurate documents and minimises compliance risks.SFDR Fund Reporting
Comply with the UK’s climate-related disclosure requirements.Find out more
Swiss Climate Scores ReportingMore
Swiss Climate Scores Reporting
Our Swiss Climate Scores Reporting solution helps you to produce timely and accurate documents and enables transparency.Swiss Climate Score Reporting
Regulatory Data TemplatesMore
Regulatory Data Templates
Our regulatory data solutions collect and validate your data, populate the required templates and send the data wherever it is needed.Find out more
European ESG Template (EET)More
European ESG Template (EET)
The EET, a response to the EU’s Sustainable Finance Disclosure Regulation (SFDR), is the official FinDatEx data exchange template for ESG data.Find out more
Eco-Label Screening ServiceMore
Eco-Label Screening Service
Our Eco-Label screening and registration service helps you obtain and maintain your chosen Eco-Labels and ensures your fund’s ESG credentials are recognised by investors.
How we can help
Insource ESG reporting expertise
Gain acces to an individual and cost-efficient solution to measure and benchmark the ESG performance of your investments and reveal hidden ESG-related investment risks.
ESG reporting & disclosure
Satisfy transparency obligations and reporting requirements at product level and benefit from a multidimensional disclosure of risks and a standardised and objective framework for dynamic assessment and measurement.
Comply with rules on transparency, disclosure, internal policies and reports with our SFDR reporting module. We help you to produce timely and accurate documents, and to minimise compliance risks.
2022 ESG Whitepaper
In this edition we explore the evolution of ESG investing, advances made in regulation and data provision, where the gaps still lie, and how companies, fund providers and investors can avoid the dangers of greenwashing.
Key themes explored:
- The current ESG landscape
- Regulation - Where are we now?
- Evaluation & impact of ESG data
- Challenges for ESG investors
- The journey ahead