SFDR Reporting for Real Estate

Qualitative and quantitative metric requirements for the Principle Adverse Impact Statements (PAIS) expose industry-specific challenges around ESG data and the need for robust data management systems and reporting mechanisms.

Qualitative and quantitative metric requirements for the Principle Adverse Impact Statements (PAIS) expose industry-specific challenges around ESG data and the need for robust data management systems and reporting mechanisms.

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We do the heavy lifting and get you ready to comply

  1. Collect ESG and financial data and set KPIs for environmental and social characteristics promoted by your funds
  2. Monitor performance and calculate PAI indicator metrics
  3. Produce your PAIS for Article 8 and 9 funds and report your EU Taxonomy alignment

Scaler’s SFDR Solution

Optimized for real estate, our powerful tools and expertise take the burden out of complying, getting you ready to report on time.

Input data directly or via Excel/csv import and compute mandatory and voluntary PAI at the financial product and entity level

Review data for accuracy and generate PAIs with a click of the button for website and pre-contractual disclosures

Measure performance of investments against relevant real estate PAI indicators

Review SFDR compliance with our dynamic dashboard to gain actionable insights

Calculate EU Taxonomy alignment

PAI data table

How to comply

Principle Adverse Impacts Statements

Principle Adverse Impacts Statements follow a mandatory reporting template and address a set of indicators for climate and environment, social, and governance-related adverse impacts. Disclosure must include specific qualitative or quantitative factors and metrics, include details of the impact year-on-year.

More details about reporting PAIs

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How to comply

EU Taxonomy Alignment

In pre-contractual and periodic disclosures, financial market participants must disclose the Taxonomy-alignment of their products expressed as a share of turnover, capital expenditure, and operational expenditure.

Find out more about EU Taxonomy requirements under SFDR

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SFDR Reporting

Who needs to report?

SFDR applies to financial market participants and financial advisors in the EU including financial market participants with EU shareholders as well as those that promote themselves in the EU.

BANKS

INSURERS

ASSET MANAGERS

INVESTMENT FIRMS

Do more with Scaler

We provide various special features for all of you

Prepare for SFDR, EU Taxonomy, CSRD annual reporting, and more

Gain a clear understanding of where the gaps in your data are

Monitor performance and gain actionable insights

Embed ESG throughout your organization with easy to interpret visualizations and great UX

Track performance against carbon pathways and make optimized retrofit plans