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.

By industry

What SFDR means for your sector.

Financial Institutions

Banking, Asset Management & Insurance

PAI indicators, WACI and Article 8/9 product disclosure for funds.

Final KPIs

PAI 1–4 (GHG, footprint, intensity, fossil)
PAI 10 UNGC violations
Implied temperature rise

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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.

info@advancedclimateanalytics.com

Related frameworks

Carbon Accounting

PCAF Financed Emissions

Financed and insurance-associated emissions by asset class, with PCAF data-quality scores.

View regulation → Disclosure

EU Taxonomy

Eligibility and alignment screening, DNSH, minimum safeguards and KPI calculation.

View regulation →

Browse by industry

Banking, Asset Management & Insurance Energy & Renewables Supply Chain ESG & Due Diligence Manufacturing & Industry Retail & Consumer Goods

Browse by regulation

Carbon Accounting Sustainability Reporting EU Taxonomy & SFDR Climate & ESG Risk MRV & Energy Compensation Supply Chain & ESG Governance

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