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.

Case Studies

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Case study

Value Assessment Report

In this project, More Carrot has demonstrated its ability to transform comprehensive, complex and highly granular data into a report that is conc...

Case study

Golden Source Prospectus

Emerging as a new standard for the industry, More Carrot’s golden source prospectus combines efficiency, cost savings, strong legal protect...

Case study

New Account Application

The transition from prospect to customer is one of the most important touchpoints. A highly usable account opening form sends the right message t...

Case study

Shareholder Notices

The same strategies that dramatically improve usability also reduce page counts, which in turn can mean significant savings in printing, postage,...

Case study

Fact Sheets

In design as well as production, fact sheets present complex problems that require simple solutions. Our expertise in this area ranges from hosti...

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