ISS ESG | REGULATORY SOLUTIONS

SFDR PRINCIPAL ADVERSE IMPACT SOLUTION

Measure your investments against regulatory defined Principal Adverse Impact indicators and metrics & report the results.

BROWSE ISS ESG THOUGHT LEADERSHIP

WATCH THE VIDEO

The European Union’s Sustainable Finance Disclosure Regulation introduces new mandatory and additional reporting requirements against a set of prescribed Principal Adverse Impact indicators at the entity and product level.

Learn how ISS ESG can help you to comply with the new EU Sustainable Finance Disclosure Regulation.

Assess and report on the Principal Adverse Impacts of your products and portfolios

ISS ESG’s SFDR Principal Adverse Impact Solution enables Financial Market Participants to measure the performance of their investments against the regulatory defined Principal Adverse Impact indicators and metrics in order to comply with the new disclosure obligations.

  • SFDR Level 2 compliance and Principal Adverse Impact reporting obligations
  • Security selection for product development and portfolio construction
  • Insight into vital ESG metrics which support informed voting practices and engagement activities

PORTFOLIO REPORTING – KEY FEATURES

A single report at the click of a button, designed to support Level 1 SFDR compliance obligations as well as reporting against the specific Principal Adverse Impact indicators and metrics

ESG RATING / CARBON RISK RATING

The charts on the top half of page 1, SFDR Portfolio Report can be used to address the broad Sustainability Risks that an investment product / portfolio might be subject to

NORMS BASED RESEARCH / SDG IMPACT

The charts on the bottom half of page 1, SFDR Portfolio Report can be used to address the broad Principal Adverse Impacts that could be relevant to an investment product / portfolio

INTUITIVE DATA VISUALISATION

Easily interpretable charts and tables that can be used for website, pre-contractual and periodic disclosures (KIID documents and prospectuses). We also include coverage per specific PAI metric.

RAW VALUES FOR REGULATORY COMPLIANCE

Data has also been included in tabular format, to allow the relevant numbers to be easily visible and is anticipated to be available in a downloadable format before end of the year. This is particularly important when aggregating data and the subsequently reporting to meet the regulatory obligations

AVAILABLE REPORT: SFDR Portfolio Report

sfdr-report-01

Coverage of mandatory PAI indicators* for corporate and sovereign / supranational assets, including:

  • GHG emissions
  • Carbon footprint
  • Biodiversity
  • Emissions to water
  • Hazardous waste ratio
  • Violations of UN Global Compact principles
  • Board gender diversity
  • Exposure to controversial weapons

ISS ESG has mapped the mandatory and the additional indicators to its ESG solutions, leveraging justifiable proxies in the absence of reported and disclosed data, and has already began to commence further data collection.

*as of 04/2021: all indicators except ‘unadjusted gender pay gap‘

GLOBAL COVERAGE

icon_34534

Up to 7K companies

Corporate Data

icon_76555

Up to 190 countries

Sovereign & Supranational Assets

ENHANCED CLIMATE & SOCIAL DATA

icon_12474

Approx. 25K issuers

GHG Data

icon_43233

Approx. 170K directorship records

Governance Data

LISTEN TO THE PODCAST

Unpacking the EU’s Sustainable Finance Disclosure Regulation

In this ISS ESG Foreword podcast episode, ESG experts Ronja Wöstheinrich and Thomas Harding explore reporting challenges for institutional investors associated with SFDR compliance and preview ISS ESG’s dedicated SFDR Principal Adverse Impact Solution.

532343

Leveraging over 25 years of ESG Research & Rating expertise

ISS ESG’s proprietary research and rating methodology has been consistently updated and developed across more than 25 years, aiming to deliver high-quality, material and forward looking ESG data on company’s sustainability performances.

This methodology is used to support our SFDR PAI solution, where we leverage existing and established underlying products and solutions to map to the regulatory criteria, and where new expertise has been applied in the mapping efforts and translation stage. These include regulatory knowledge, product expertise and highly sector-specific analysis.

ACCESS DETAILED AND UP-TO-DATE RESEARCH DATA VIA ISS DATADESK

Rely on ISS ESG SFDR Principal Adverse Impact Solution to get ready for the new EU disclosure requirements.

Contact Solutions Expert

Thanks for your interest. Fill in all the required information and we'll get back to you shortly.
Marketing and Communications Email Opt–in*
Please wait...
[/iphorm_pop]

Download Product Brochure

To access the product factsheet, please complete your registration information below.
Marketing and Communications Email Opt–in*
Please wait...
[/iphorm_pop]

Start typing and press Enter to search