Checklist for SFDR Implementation for Fund Managers

Last updated: 6th July 2023

We have put together a checklist for SFDR implementation and to make sure you have the PAI reporting and data collection in place. Remember to adapt the checklist to your specific needs and circumstances.

Sustainability is now a crucial aspect of modern business practices. The Sustainable Finance Disclosure Regulation (SFDR) in the EU is driving sustainable investments through increased transparency and standardisation. Financial institutions preparing for SFDR implementation face data challenges, and since SFDR has reshaped sustainable finance, asset and investment managers offering sustainable products must navigate complex data hurdles to meet regulatory requirements. 

Download the checklist to learn more about: 

  • Addressing data challenges
  • Gaining a competitive advantage
  • Risk management and decision making
  • Collaboration and innovation
  • Stakeholder engagement

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