SFDR

The Sustainable Finance Disclosure Regulation sets transparency rules for financial products and market participants. I calculate Principal Adverse Impact indicators from issuer data and support product classification and periodic disclosure.

KPIs I calculate

Key metrics for SFDR.

GHG emissions and carbon footprint (PAI 1–2)
Financed emissions and per € invested
GHG intensity of investee companies (PAI 3)
Weighted average intensity
Fossil fuel exposure (PAI 4)
Share of investments in fossil-fuel companies
UNGC / OECD violations (PAI 10)
Share of investees involved in violations
Taxonomy alignment of the product
Share of sustainable and aligned investments

Sample work available. Methodology case studies with illustrative data show how I approach SFDR. Ask for the relevant case study, or describe what you need.

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