We’re thrilled to announce the speaker line-up for our upcoming webinar discussion on SFDR and its impact on Asset Managers and Financial Advisors. The ESGPlaybook “Demystifying The SFDR” webinar features guest speaker, Murat Bozdemirand, Head of ESG & Sustainability Data Product Solutions at BLOOMBERG®.

The webinar will be hosted Thursday, February 2nd at 15:00 CET / 9:00 EST. Reserve your spot and sign up here: Sign up to the Webinar!

It’s been more than 18 months since the EU introduced SFDR, requiring for the first time that in-scope Financial Market Participants provide information about their investments’ environmental, social, and governance risks at both entity and product level.

With the SFDR product Level 2 reporting requirements becoming effective January 1, 2023, the pressure is increasing on fund managers to meet the product pre-contractual and recurring disclosure data needs. For instance, Sustainability Risks and a Principal Adverse Impacts (PAI) statement will be due June 30, 2023.

During this session we’ll break down what the SFDR entails, who needs to report, and highlight a case study on how to report.

Agenda

  • An explanation of SFDR
  • Who does the SFDR apply to?
  • Reporting deadlines and requirements
  • How data vendors and technology can help with PAI reporting
  • Data quality and lack of data for private companies
  • Methodology for collecting data and estimates versus actual
  • Questions and Answers

Join us as we provide an overview of the product level regulatory requirements, industry challenges and how the ESGPlaybook platform can support your needs.

ESG Playbook provides the most complete reporting solutions available today across each of the Environmental, Social, and Governance pillars. Our solutions are built to support all major frameworks, customizable to meet the specific needs of your organization. We also support the EU Taxonomy, SFDR and incoming EU regulations – whether you are reporting for yourself, your clients, or your portfolio.

Learn more about SFDR at our interactive Webinar!
Thursday, February 2nd at 15:00 CET / 9:00 EST

Reserve your spot:
Sign up to the Webinar!

We look forward to seeing you there!
Sonia Zugel
CEO & Founder ESGPlaybook
szugel@esgplaybook.com