Our Consulting Services
01.
Initial Assessment & Gap Analysis
Evaluation of your current compliance status with the SFDR requirements analysing existing documentation, practices, and disclosures to ascertain the degree of alignment with SFDR mandates.
Performance of a thorough gap analysis to pinpoint discrepancies. Special attention is given to areas such as disclosures, reporting mechanisms, and internal processes for necessary enhancements and adjustments.
02.
Policies review and update
Assistance in the development of tailored policies aimed at integrating all aspects of responsible financing into the your investment decision-making processes.
03.
Sustainability Risk Analysis
Conduct of thorough assessments to identify and quantify potential sustainability risks in order to integrate them into your investment and operational strategies. Advise on the development of strategies to effectively mitigate these risks within the investment framework. By using advanced analytical practices, it is ensured that you not only meet SFDR regulatory requirements but also enhance your sustainability credentials and financial stability.
04.
ESG and PAI integration
Assistance in the establishment of robust procedures for the identification, assessment, and reporting of PAI (Principal Adverse Impacts) on sustainability factors. Implementation of mechanisms to measure and monitor the negative effects of investment decisions on environmental, social, and governance (ESG) factors, ensuring transparency and accountability.
05.
Product
Classification
Assistance for accurately classifying your financial products under the SFDR framework, as per Article 6, Article 8, or Article 9.
This includes conducting detailed analyses and providing guidance to ensure compliance with SFDR requirements and proper alignment with sustainability objectives.
06.
Pre-Contractual Disclosures
Creation or update of the documentation to meet pre-contractual disclosure requirements, including the integration of sustainability risks and consideration of PAIs, with clear and reasoned explanation.
For sustainable investment products marketed to promote environmental or social characteristics, or with sustainable investment objectives, provision of detailed pre-contractual disclosures, outlining how these objectives are achieved, including methodologies and data utilized.
07.
Periodic
Reporting
Provision of regular updates on the attainment of environmental or social characteristics or sustainable investment objectives.
Development of robust frameworks for periodic reporting on the actual performance against the stated sustainability targets.
08.
Website Disclosures & Marketing Material
Assistance in the preparation of all relevant sustainability information that needs to be disclosed to websites according to the regulation. All will be effectively published and regularly maintained.
Compliance of all marketing materials with SFDR requirements and accurate representation of the sustainability characteristics and objectives of your financial products
09.
Preparation of prospectuses
Comprehensive support throughout the prospectus development process. This includes structuring and developing all the necessary chapters of the prospectus such as ESG integration, sustainable investing approaches, and SFDR pre-contractual disclosures.
The final prospectus will be transparent, compliant, and aligned with market expectations, in order to be presented to stakeholders-investors containing well-informed and responsible investment opportunities.
10.
Stakeholder
Communication
Assistance in the development of comprehensive communication strategies for effectively conveying the sustainability practices to investors, regulators, and other stakeholders