SFDR That Advances Your Business Goals

• 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.

• 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.

• 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.