SFDR Reporting for Real Estate
Qualitative and quantitative metric requirements for the Principle Adverse Impact Statement (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 Statement (PAIs) expose industry-specific challenges around ESG data and the need for robust data management systems and reporting mechanisms.
We do the heavy lifting and get you ready to comply
- Collect ESG and financial data and set KPIs for environmental and social characteristics promoted by your funds
- Monitor performance and calculate PAI indicator metrics
- 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
How to comply
Principle Adverse Impact Statement
The Principle Adverse Impact Statement follows a mandatory reporting template and addresses 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
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
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
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We provide various special features for all of you