Financial Services Solutions

Sustainable Finance
Regulatory Excellence

Navigate SFDR, EU Taxonomy, and CSRD requirements with specialized ESG solutions designed for banks, asset managers, and insurance companies.

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€180B
AuM managed
95%
SFDR compliance rate
12
EU jurisdictions

Financial Services ESG Priorities

SFDR Article 8/9 product classification
EU Taxonomy alignment assessment
Climate risk scenario analysis
Financed emissions (Scope 3) reporting
Principal adverse impact disclosure

Financial Services Regulatory Landscape

Navigate the complex web of sustainable finance regulations affecting financial institutions.

SFDR

Sustainable Finance Disclosure Regulation

Active
In force - ongoing compliance
Asset managers, financial advisors, insurance companies

EU Taxonomy

Classification system for sustainable economic activities

Active
Phased implementation 2022-2024
Financial institutions with taxonomy-eligible activities

CSRD

Corporate Sustainability Reporting Directive

Upcoming
2025 for large financial institutions
Banks, insurance companies, asset managers >500 employees

CSDDD

Corporate Sustainability Due Diligence Directive

Proposed
2027-2029 phased implementation
Large financial institutions with significant operations

Financial Services ESG Challenges

Addressing the unique sustainability challenges facing financial institutions under evolving regulatory frameworks.

SFDR & EU Taxonomy Compliance

Sustainable Finance Disclosure Regulation requirements for investment products and advisory services

Direct regulatory requirement with penalties for non-compliance

Climate Risk Assessment

Physical and transition risk evaluation across investment portfolios and lending operations

ECB/PRA supervisory expectations and stress testing requirements

Financed Emissions Reporting

Scope 3 emissions from investment and lending portfolios under PCAF methodology

Key component of CSRD double materiality assessment

ESG Data & Due Diligence

Client and counterparty ESG assessment, data quality, and ongoing monitoring

Foundation for sustainable finance product classification

Financial Services Solutions

Specialized ESG solutions designed for the unique requirements of financial institutions.

SFDR Compliance Framework

Complete SFDR Article 8 and 9 product classification and disclosure preparation

Principal adverse impact assessment
Do no significant harm evaluation
Sustainable investment criteria
Disclosure template automation
Timeline
8-12 weeks
Deliverable
SFDR-compliant disclosure framework and reporting system
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Climate Risk Integration

TCFD-aligned climate risk assessment and scenario analysis framework

Physical risk modeling
Transition risk assessment
Portfolio climate metrics
Stress testing integration
Timeline
12-16 weeks
Deliverable
Climate risk management framework with supervisory reporting
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ESG Investment Analytics

Comprehensive ESG data integration and investment decision support system

ESG scoring methodology
Portfolio ESG analytics
Sustainable investment screening
Impact measurement
Timeline
10-14 weeks
Deliverable
ESG investment platform with regulatory reporting capabilities
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Financial Services Success Story

SFDR compliance transformation for a leading European asset manager

Pan-European Asset Manager

€180B AuM, 2,800 employees

Challenge

SFDR Article 8/9 product reclassification and CSRD preparation across 12 EU jurisdictions

Solution

Integrated ESG data platform with automated SFDR disclosure generation

Results Achieved

95% of AuM successfully reclassified under SFDR
€45M avoided in potential regulatory fines
18-month CSRD compliance timeline achieved
30% improvement in ESG data quality scores
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Ready to Achieve SFDR & CSRD Compliance?

Join leading financial institutions already meeting sustainable finance regulatory requirements

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