Sustainable Finance Disclosure Regulation (SFDR)

Streamline SFDR data collection across your portfolio

With simple workflows and strong data foundations, Worldfavor helps you collect, structure, and translate ESG data into SFDR-ready disclosures.

30-minute walkthrough tailored to your reporting scope

Sustainable Finance Disclosure Regulation (SFDR)

Streamline SFDR data collection across your portfolio

With simple workflows and strong data foundations, Worldfavor helps you collect, structure, and translate ESG data into SFDR-ready disclosures.

30-minute walkthrough tailored to your reporting scope

  • Inven capital logotype Black
  • Circularity capital logotype Black
  • SEB logotype Black
  • Startgreen capital logotype Black
  • Swedfund logotype Black
  • Procuritas logotype Black
  • Spintop ventures logotype Black
  • Swedish match logotype Black
Inven capital logotype Black
Circularity capital logotype Black
SEB logotype Black
Startgreen capital logotype Black
Swedfund logotype Black
Procuritas logotype Black
Spintop ventures logotype Black
Swedish match logotype Black

Trusted globally

Used by companies managing ESG due diligence at scale

From first risk screening to ongoing supplier engagement, teams rely on Worldfavor to structure their SFDR reporting process.

List of investees sorted by criticality in regard to the key insights on PAI statement

The challenge

SFDR requires consistent, transparent and comparable ESG disclosures

Financial market participants must collect, assess and disclose ESG data across investments and portfolios. Without a structured approach, meeting SFDR requirements becomes complex, time-consuming and difficult to scale.

Collect ESG data across investments and portfolios

Ensure consistency and alignment with SFDR indicators

Assess sustainability risks and adverse impacts

Maintain transparent and compliant disclosures

List of investees sorted by criticality in regard to the key insights on PAI statement

The challenge

SFDR requires consistent, transparent and comparable ESG disclosures

Financial market participants must collect, assess and disclose ESG data across investments and portfolios. Without a structured approach, meeting SFDR requirements becomes complex, time-consuming and difficult to scale.

Collect ESG data across investments and portfolios

Ensure consistency and alignment with SFDR indicators

Assess sustainability risks and adverse impacts

Maintain transparent and compliant disclosures

List of investees sorted by criticality in regard to the key insights on PAI statement

The challenge

SFDR requires consistent, transparent and comparable ESG disclosures

Financial market participants must collect, assess and disclose ESG data across investments and portfolios. Without a structured approach, meeting SFDR requirements becomes complex, time-consuming and difficult to scale.

Collect ESG data across investments and portfolios

Ensure consistency and alignment with SFDR indicators

Assess sustainability risks and adverse impacts

Maintain transparent and compliant disclosures

Access sustainability expertise at every step, powered by our platform and expert team.

Access sustainability expertise at every step, powered by our platform and expert team.

Your approach

Manage your SFDR disclosures

from data collection to reporting

A ready-to-use approach to collect ESG data, assess sustainability risks and ensure consistent disclosures without requiring a fully established ESG data setup.

Data scope

Define what to disclose across investments and indicators

Identify relevant SFDR indicators, including Principal Adverse Impacts (PAIs), across portfolios and asset classes.

Data collection of PAI indicator based on mandatory and voluntary selection

Data scope

Define what to disclose across investments and indicators

Identify relevant SFDR indicators, including Principal Adverse Impacts (PAIs), across portfolios and asset classes.

Data collection

Collect SFDR-aligned ESG data across investments

Engage stakeholders and gather consistent ESG data across investments and indicators in one centralized system.

Assess companies through a risk lens.

Data collection

Collect SFDR-aligned ESG data across investments

Engage stakeholders and gather consistent ESG data across investments and indicators in one centralized system.

Assessment and reporting

Ensure consistent and compliant ESG disclosures

Assess and organize ESG data across investments and indicators. Share clear, audit-ready insights with investors or external stakeholders.

Insight report : Follow the progress of your SFDR report live in app

Assessment and reporting

Ensure consistent and compliant ESG disclosures

Assess and organize ESG data across investments and indicators. Share clear, audit-ready insights with investors or external stakeholders.

In practice

Leverage a ready-to-use framework tailored to SFDR

Start with a structured approach from day one and focus your efforts on key indicators and high-impact areas.

In practice

Leverage a ready-to-use framework tailored to SFDR

Start with a structured approach from day one and focus your efforts on key indicators and high-impact areas.

Start with a focused scope and expand as your reporting matures

Start with a focused scope and expand as your reporting matures

Compliance workflows

Start your SFDR reporting with the right foundation

Move from fragmented ESG data to a structured and audit-ready reporting foundation. Organize ESG data, identify reporting gaps, and prioritize reporting efforts with minimal manual work.

Define

Define your reporting scope across investments and indicators

Collect

Collect ESG data across portfolios in a consistent way

Assess

Assess sustainability risks and adverse impacts

Disclose

Prepare clear and compliant SFDR disclosures

AI structures ESG data and prioritizes SFDR reporting across portfolios

AI structures ESG data and prioritizes SFDR reporting across portfolios

Regulatory requirements

SFDR requirements, made clear

SFDR sets obligations for financial market participants to disclose sustainability risks, adverse impacts and ESG information across their investment processes and products.

Which companies are affected by SFDR

European company

EU financial market participants and advisers, including asset managers, pension funds, insurers and investment firms.

European company

EU financial market participants and advisers, including asset managers, pension funds, insurers and investment firms.

Non-European company

Non-EU firms marketing financial products in the EU, subject to SFDR disclosure requirements through EU-based activities.

Non-European company

Non-EU firms marketing financial products in the EU, subject to SFDR disclosure requirements through EU-based activities.

What SFDR requires companies to do

Define

Define ESG policies, risks and sustainability objectives

Define

Define ESG policies, risks and sustainability objectives

Collect

Collect ESG data across investments and portfolios

Collect

Collect ESG data across investments and portfolios

Assess

Assess sustainability risks and Principal Adverse Impacts (PAIs)

Assess

Assess sustainability risks and Principal Adverse Impacts (PAIs)

Disclose

Disclose ESG information aligned with SFDR requirements

Disclose

Disclose ESG information aligned with SFDR requirements

Report

Maintain consistent and transparent ESG reporting

Report

Maintain consistent and transparent ESG reporting

What this means in practice

To comply with SFDR, companies need to:

Define ESG policies and reporting scope

Collect ESG data across investments

Assess risks and adverse impacts

Maintain transparent and compliant disclosures

Maintain a structured and auditable due diligence process

Maintain a structured and auditable due diligence process

Make SFDR reporting actionable with Sustainable Investments

Free demo • No commitment • 30 minutes

Make SFDR reporting actionable with Sustainable Investments

Free demo • No commitment • 30 minutes

Make SFDR reporting actionable with Sustainable Investments

Free demo • No commitment • 30 minutes

The system

A system designed for structured SFDR reporting at scale

Worldfavor centralizes ESG data, reporting workflows and disclosures so you can manage SFDR requirements in one place.

Centralized ESG data

Keep ESG data across investments and portfolios in one place

Reporting workflows

Manage SFDR data collection and reporting processes

Expert-driven frameworks

Use continuously updated content aligned with SFDR and PAI indicators

AI-supported data structuring

Organize ESG data and identify gaps with minimal manual work

PAI-ready reporting

Generate investment-weighted PAI reports aligned with the official SFDR template

SFDR requires consistent and recurring ESG disclosures. We built to simplify and scale them.

SFDR requires consistent and recurring ESG disclosures. We built to simplify and scale them.

Enterprise readiness

Built for compliance, auditability, and scale

Built-in expertise, automation, and a robust technical foundation make compliance seamless, so teams can focus on action, not administration.

Learn more

Explore SFDR resources and guidance

Access practical guides, expert insights, and step-by-step explanations to better understand SFDR and how to prepare.

Learn more

Explore SFDR resources and guidance

Access practical guides, expert insights, and step-by-step explanations to better understand SFDR and how to prepare.

Frequently asked questions

Frequently asked questions

What is SFDR and who does it apply to?
What are Principal Adverse Impacts (PAIs) and why do they matter?
What does SFDR require companies to disclose, and how often?
What ESG data do I need to collect from portfolio companies for SFDR?
How do I collect ESG data from portfolio companies at scale?
What is an investment-weighted PAI report and how is it prepared?
How does Worldfavor support SFDR reporting?
G2 logotype

Verified reviews

4.8/5

Join our satisfied customers

G2 logotype

Verified reviews

4.8/5

Join our satisfied customers

Ready to simplify Sustainability ?

Explore the platform free of charge in a tailored 30-minute demo.

Instant supplier ESG insights

Automated due diligence

Built-in regulatory alignment

Ready to simplify Sustainability ?

Explore the platform free of charge in a tailored 30-minute demo.

Instant supplier ESG insights

Automated due diligence

Built-in regulatory alignment

Ready to simplify Sustainability ?

Explore the platform free of charge in a tailored 30-minute demo.

Instant supplier ESG insights

Automated due diligence

Built-in regulatory alignment

Schedule demo
Schedule demo