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So you've chosen to begin your SFDR compliance process in-house. Here are five tips to help you get it right: ❶ Establish clear goals and objectives for your SFDR compliance efforts Having a clear and documented understanding of what you want to achieve will help guide your efforts and

With the June 30, 2023, reporting deadline for SFDR just around the corner, investors are busy making sure they have the processes and systems in place to stay compliant. This will include publishing pre-disclosure documentation, collecting or obtaining data from portfolio companies and populating disclosure templates for their LPs and

New sustainability regulation like SFDR can be daunting. Many fund managers are scrambling to come up with their plan for getting SFDR complaint for 2023 and beyond. Proof is helping investors get prepared by providing insight and resources as they undertake the process. For fund managers who are considering getting

In a world engulfed with companies greenwashing their business activities, regulators are stepping in to protect asset owners and retail investors. The trend overall is for those fund managers who claim to have sustainable or “green” portfolios to publicly disclose the data to support it. Increased sustainability reporting regulation has