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Sustainable Finance Disclosure Regulation (SFDR)

December 1, 2021 15:00


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Invitation Only

More about the event:

We are pleased to invite you on December 1st at 15:00 CET for a one hour and half Webinar (online WebEx session) on the topic of Sustainable Finance Disclosure Regulation.

Topic Summary

The European Union’s (EU’s) Sustainable Finance Disclosure Regulation (SFDR) came into effect on March 10, marking a major milestone in the bloc’s efforts to ensure financial firms such as fund managers, insurers and banks that provide financial products and services are comprehensively disclosing just how committed to sustainability they truly are.

The directive falls under the European Union’s/United Nation’s 2030 Agenda for Sustainable Development and aims to address the lack of consistency in the climate-related information that’s currently being provided by financial-market participants and provide a competitive edge to those firms offering genuinely sustainable products.

According to the official wording, the SFDR “lays down harmonised rules for financial market participants and financial advisers on transparency with regards to the integration of sustainability risks and the consideration of adverse sustainability impacts in their processes and the provision of sustainability‐related information with respect to financial products”. It aims to achieve such objectives by imposing more stringent requirements on sustainability-related disclosures made by financial-services institutions such as banks, insurance companies, pension funds and investment firms with regards to sustainability risks, as well as by focusing on how to account for any adverse impacts on sustainability through the investment decisions being made or the financial advice being issued.

As such, the SFDR applies to financial-market participants (FMPs), defined as professional entities such as pension funds, asset managers, insurance companies, banks, venture-capital funds, credit institutions offering portfolio management or financial advice, all of which must publish on their websites information about their policies on the integration of sustainability risks in their investment decision‐making processes

It will also apply to financial advisors, who are similarly mandated to publish on their websites information about their policies on the integration of sustainability risks in their investment or insurance advice. And both FMPs and financial advisers are now required to include in their remuneration policies information on how those policies are consistent with the integration of sustainability risks and publish this information on their websites.

Among the directive’s key parts is its focus on preventing “greenwashing”, which is the practice of exaggerating environmental commitments on paper without necessarily following through on those commitments in practice.

SFDR requires new transparency obligations (websites disclosures, pre-contractual disclosures) and periodic reporting requirements about adverse sustainability impacts at two distinct levels: the entity level and product level.

Avaloq aims to provide a solution based on an integration with Cleversoft for the SFDR requirements for an FMP (as defined in Art. 2 of the SFDR).

Intended audience: Compliance and Legal

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