Analysing Your SFDR Report
Access Reports
Navigate to the Reports section on the platform.Select SFDR Fund Metrics
Use the top bar to find and click on SFDR Fund metrics.Choose the Correct Data Request
Ensure your SFDR data request is selected in the far-left dropdown menu.Filter by Fund
Use the Filter Funds dropdown to view data by fund. Select your preferred fund and click “Apply” to update the report.Explore Metrics
Hover over any metric to get detailed insights. For example:Hovering over Scope 1 GHG Emissions will display:
KgCO2e with 100% PAI coverage: Indicates how many portfolio companies (e.g., 4) provided complete data for the calculation.
Metrics are weighted using the equity share approach, which adjusts emissions data based on the proportion of the fund’s total investment in each company. This ensures the reported emissions accurately reflect financial exposure to company activities.
Sharing and Exporting Your Report
Export your report as an Excel spreadsheet or PDF to share with colleagues or stakeholders.
Alternatively, use the Copy to Clipboard function to transfer the data into your preferred platform for further editing.
Important Notes
Ensure all portfolio companies have completed their data requests for the most accurate metrics.
Metrics like emissions are weighted to align with SFDR standards, providing a clear reflection of your fund's impact.
By following these steps, you can efficiently view, analyse, and share your SFDR report to meet compliance requirements and support decision-making.
For further support, you can send the KEY ESG team a message via the in-platform support function, or by emailing support@keyesg.com.