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Monitoring and Managing Your SFDR Data Request on the KEY ESG Platform-For Fund Managers

Manage SFDR data requests: Track progress, edit metrics, bulk upload, and ensure compliance with the KEY ESG platform.

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Written by Sophie Rathmell

This guide explains how to monitor and manage your SFDR ESG data request on the KEY ESG platform. Follow these steps to track progress, edit details, and make updates efficiently.

Monitoring Progress

  1. Access Your Data Request
    Navigate to the Data Request section and find the data request, this will have the format : Sustainable Finance Disclosure Regulation (SFDR) (YEAR)

  2. Track Completion

    • The overall % completion of your data request is displayed at the top of the page.

    • Portfolio companies are organised by their respective funds, with progress displayed using lines.

    • A dedicated column shows whether each portfolio company has signed off or not.
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  3. Drill Down into Specific Companies
    Use the button with three dots to the right of each company’s name to:

    • View their company report: Access detailed data submitted for the SFDR data request.

    • Edit financials:

      • Fund Details: Assign the company to one or multiple funds.

      • Investment Details: Provide financials such as enterprise value, GP ownership stake, fund ownership stake, cumulative investment, unrealised value, and realised value.

        • SFDR Requirements: Enterprise value and cumulative investment are essential for calculating fund-level metrics. Input data for all four quarters to enable automatic calculations (empty quarters are treated as zero).
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  4. Send Reminders
    Use the email reminder function to prompt companies to complete their data requests on time.

Managing Your Data Request

On the same screen, you can manage and make changes to your SFDR data request:
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  1. ​Edit Data Point Settings

    • Modify data entry cadence and the level of detail required (organisation-only or entity-specific).
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  2. Edit Companies

    • Add, remove, or adjust portfolio companies included in your data request.
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  3. Edit Deadlines

    • Update the deadline for portfolio companies to complete their data submission.

Important Notes

  • Save Your Changes: Always save any updates made to your data request to ensure they are applied correctly.

  • Automatic Calculations: For SFDR, input enterprise value and cumulative investment across all quarters to enable automatic PAI (Principal Adverse Impact) calculations.

By following these steps, you can efficiently monitor and manage your SFDR data requests, ensuring compliance and accuracy. If you have further questions, feel free to contact support for assistance via the in-platform function, or by emailing support@keyesg.com.

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