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SFDR That Advances Your Business Goals

Streamlined Disclosure, Systematic Architecture, Marketing-Grade Language

Along with data challenges, SFDR requires a broad range of descriptive and disclosure language. But it also represents an opportunity to leverage your SFDR costs to deliver internal benefits as well as language that actively supports your branding and ESG strategy.

Process Elements
  • Analyse, break down and hierarchise information on products and ESG integration.
  • Address requirements of various stakeholders/SMEs.
  • Take advantage of the regulatory framework when it offers flexibility.
  • Build content using a modular approach.
  • Combine ESG and other product features in a smooth, balanced way.
  • Use the prospectus as the “golden source”.
  • Write narratives in clear, marketing-grade language.
Results
  • High quality and in-brand disclosures that clearly convey your ESG approach to all audiences and stakeholders.
  • A flexible, future-proof architecture that offers fully integrated, consistent narratives.
  • Communications that present your ESG offering with market-leading clarity and differentiation.
  • More time to address other responsibilities.
  • Confidence that your SFDR communications are being handled by the acknowledged industry leader in streamlined UCITS disclosure.
How we can help
  • We can analyse your SFDR language in the prospectus and elsewhere and compare it with that of your peers — both from a compliance and a communication perspective.
  • We can provide simple, easy-to-implement suggestions to improve your existing disclosure.
  • We can develop a comprehensive, integrated set of language covering all main SFDR pre-contractual and online requirements.
  • We can redesign and optimise prospectuses using marketing-grade language that can be shared across your business (golden source approach).

Our unique capabilities grow out of our unique perspective: a belief that compliance requirements can be met in ways that also support efficiency and marketing goals. We have built a team with the skills and experience to transform complex compliance information into positive client touchpoints. And we have expertise in ESG communications that comes from experience with mainstream asset managers.

In partnership with:
How does this work? Happy to explain.

Testimonials

"We were extremely pleased to be the first company to issue prospectuses that can truly be called ‘simplified’. This was a win not only for investors but offers us a lot of benefits internally as well." (2015)

Mark Phillips
CEO, Aviva Investors Luxembourg

"The result of the prospectus transformation project is quite amazing — not only have we reduced the page count from 370 to 77, we also reduced risk and complexity. It’s readable. It’s organised. It has gone from a technical document to one that truly reflects our company's core values." (2017)

Klaus Ebert
Independent Director, former Managing Director, Danske Invest Management Company

"After its revamp, the prospectus became more than just a compliance document. It became a tool that helps us manage content across documents and ensure consistency of language." (2017)

Isabelle Kintz
Head of Compliance and Internal Control, La Française Group

"Prospectus complexity has significantly increased in recent years, due not only to new regulations but to more requirements from various stakeholders. More Carrot has been the first to look at prospectus complexity in a holistic way. I believe their approach is the way of the future." (2020)

Jan Stig Rasmussen
UCITS Independent Director and Chairperson

“In the focus on legal sufficiency and regulator approval, the usefulness of the prospectus internally is often overlooked. The More Carrot model lets these documents become an efficient reference tool for operations and governance bodies such as the IFM and the board." (2020)

Graham Goodhew
Independant Director, former Conducting Officer at JPMorgan