Introduction
Preparing for SFDR (Sustainable Finance Disclosure Regulation) reporting, due by 30th June 2024, can be simplified with KEY ESG's comprehensive tools and resources. This guide outlines the essential financial data and metrics you need to submit and how to efficiently manage your data on our platform.
Loom video
Here is a quick Loom video that shows you how to update and edit your portfolio companies' financial data.
FAQs
Here is a list of FAQs relating to SFDR reporting:
What financial data should I submit?
To take advantage of KEY ESG's integrated PAI (Principle Adverse Impact) calculations for your respective funds, fund managers need to provide relevant financial data for their companies.
As a minimum, please submit the following for each of your portfolio companies (marked by an asterisk*) for each quarter:
Cumulative investment
Enterprise Value
What metrics do I need to submit?
If you have selected the SFDR data request within the KEY ESG portal, all the required metrics are auto-populated for you
The required metrics for SFDR are outlined in the table below:
Environment | Social | Governance | General |
GHG Emissions | Sustainable Development Guidelines | Board Diversity | FTEs |
Sources of Energy Produced & Consumed | Unadjusted Gender Pay Gap | Controversial Weapons | Revenue |
High Impact Climate Activities |
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Wastewater pollutants |
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Waste |
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Biodiversity-Sensitive Areas |
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What if a portfolio company is part of multiple funds?
The fund manager is able to select the funds within the portal that each portfolio company is owned by. Make sure that the fund manager fills out the financial data for both of those funds.
How do I view my PAI report?
Navigate to Reports, and click on SFDR Fund Metrics. By hovering pover a metric, you will be shown the % PAI coverage and the included and excluded portfolio companies which represent that value.
Conclusion
With the 30th June 2024 SFDR deadline approaching, utilizing KEY ESG's auto-populated metrics, Loom video guides, and Excel compatibility will streamline your reporting process. Stay organized and leverage the KEY ESG platform to ensure smooth and efficient compliance.