SFDR reporting, in just a few clicks
Impact Cubed launches new SFDR reporting tool
We understand the challenges that come with comprehensive and accurate reporting, especially in light of regulatory changes like the European Union’s Sustainable Finance Disclosure Regulation (SFDR). Hence, we’re thrilled to introduce our new SFDR Reporting Tool, designed to streamline your reporting process and ensure compliance with the SFDR requirements.
The tool is intuitive and efficient, transforming the often complex task of reporting into a few straightforward steps. To start, all you need to do is upload your portfolio details – including ISINs, weightings, and holding dates – and input your Assets Under Management (AUM) volume for each necessary date range. Our SFDR Reporting Tool offers the flexibility to choose specific time periods that are relevant to your portfolio and reporting requirements. Once these parameters are defined, we take over the heavy lifting.
The tool generates a comprehensive spreadsheet, neatly organised with your chosen time periods separated into tabs – regulation ready.
Save time and energy. See a demo of how this works below: