ESG Reporting - Services 

We are ready for SFDR - are you?   

How we can help Asset Manager and Asset Owners:  halt: 

  • 1. ESG Document and Data ingestion
  • 2. ESG & SFDR Report Production
  • 3. ESG Document & Data Dissemination
  • 4. ESG Document & Data Feeds

How you will benefit:

1. ESG Document and Data Ingestion

Key features:

  • FE fundinfo supports ingestion of EMT V3.1
  • Two new ESG document types 'ESG Factsheet' (EMR) and 'ESG Disclosure Report' (EDR) available on www.fundinfo.com and our dissemination services

2. ESG and SFDR Report Production

Key features:

  • Bespoke and off the shelf ESG reporting for marketing and regulatory purposes
  • SFDR and Taxonomy Reports updated on a monthly basis to meet new regulatory requirements
  • SFDR disclosures in a single factsheet to meet Level 1 requirements, including products classified according to Article 8 and Article 9 funds
  • SFDR reports set up to include the periodic disclosure requirements required from 1 January 2022

3. ESG Data & Document Dissemination 

Key features:

  • Automated and instant distribution of your ESG disclosure documents to your distribution partners worldwide
  • Complete control over the ESG information that your investors can access through fundinfo.cloud, one of the world's largest fund information marketplaces 
  • Multiple delivery options – push/pull capabilities
  • Scalable technology and quality control

4. ESG Document & Data Feeds  

Key features:

  • Customised Document and Data Feeds containing ESG documentation and key data fields
  • Instant access to ESG disclosure documents and multiple access options
  • Highest level of quality control as we accept documents directly from fund managers or their authorised partners
  • Flexible implementation options

Contact our ESG specialists: