Sustainable Finance

EU Taxonomy & SFDR

Taxonomy screening and KPIs for companies and banks, and Principal Adverse Impact indicators and product disclosure for funds.

Disclosure

EU Taxonomy

The EU Taxonomy defines which economic activities count as environmentally sustainable. I screen activities for eligibility and alignment, document DNSH and minimum safeguards, and calculate turnover, CapEx and OpEx KPIs, or the Green Asset Ratio for banks.

Applies to
KPIs I calculate
Eligible and aligned turnover %
Share of revenue from eligible / aligned activities
Aligned CapEx and OpEx %
Investment and operating spend in aligned activities
Green Asset Ratio
For credit institutions: aligned exposures over covered assets
DNSH and minimum-safeguard pass rate
Activities passing the do-no-significant-harm and safeguard checks

Full EU Taxonomy page →

Sustainable Finance

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.

Applies to
KPIs I calculate
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

Full SFDR page →

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

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