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The Sustainable Finance Disclosure Regulation (SFDR) mandates transparency for financial market participants on sustainability risks, principal adverse impacts (PAIs), and taxonomy-related disclosures for many products. Reporting must be consistent across websites, precontractual docs, and periodic reports. Earthian supplies model-backed metrics and narratives—especially for climate, nature, and governance channels—that reduce manual reconciliation and improve comparability.
PAI statements require reliable underlying data and clear methodologies. Earthian helps asset managers explain how PAI indicators were estimated for illiquid or data-poor issuers, with forward scenarios where relevant, and how taxonomy alignment was assessed using substantiated environmental tests—not only vendor flags.
Markets punish greenwashing. Earthian emphasizes explainability and audit trails for promotional disclosures—binding elements that can be linked to portfolio analytics refreshed on a defined cadence via Earthian Hub.
SFDR spans entity policies and product templates. Earthian allows shared scenario libraries so firm-level statements on risk management and product-level KPIs do not diverge when the same holdings appear in multiple funds.
Many asset managers now face both SFDR and CSRD. Earthian can align climate and sustainability metrics across SFDR periodic disclosures and CSRD group reporting—cutting duplicate data lineage work.
Unify SFDR KPIs with inference-driven sustainability analytics: