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Our SFDR Approach

Streamlined Disclosure, Systematic Architecture, Comprehensive 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 marketing.

Process Elements
  • Analyse products and ESG integration processes
  • Address and coordinate requirements of various stakeholders/SMEs
  • Use the prospectus as the “golden source”
  • Build content using a modular approach
  • Write narratives in efficient marketing-grade language
Results
  • High quality, in-brand disclosures that 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 story 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
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