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

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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 CSDDD due diligence process.

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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

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

Structure your SFDR disclosures

from data collection to reporting

A structured approach to collect ESG data, assess sustainability risks and ensure consistent disclosures, powered by ready-to-use workflows and proven ESG expertise 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 structured ESG data aligned with SFDR requirements

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

Examinate companies throught the risk lens

Data collection

Collect structured ESG data aligned with SFDR requirements

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

Assessment and reporting

Ensure consistent and compliant ESG disclosures

Structure, assess and organize ESG data across investments and indicators

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

Assessment and reporting

Ensure consistent and compliant ESG disclosures

Structure, assess and organize ESG data across investments and indicators

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 a structured 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 actionable , leverage Sustainable Investments

Free demo • No commitment • 30 minutes

Make SFDR actionable , leverage Sustainable Investments

Free demo • No commitment • 30 minutes

Make SFDR actionable , leverage 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 structured system.

Centralized ESG data

Keep ESG data across investments and portfolios in one place

Reporting workflows

Structure 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 it.

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

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.

  • Report
    SFDR-proof your fund
  • Report icon
    Report
    The state of SFDR reporting for investors
  • Webinar speakers Terése Hammarsten Financial Markets lead Worldfavor , Johan Löfquist Head of Sustainability data  Worldfavor
    Webinar icon
    Webinar
    How to implement an SFDR reporting process
  • Webinar icon
    Webinar
    SFDR: How investors can meet the regulatory requirements
  • Guide icon
    Guide
    SFDR guide: How to collect, manage and report your SFDR data

Frequently asked questions

Frequently asked questions

What is SFDR?
Who needs to comply with SFDR?
What are Principal Adverse Impacts (PAIs)?
What does SFDR require companies to disclose?
What data is required for SFDR reporting?
How do companies get started with SFDR?
How does Worldfavor support SFDR compliance?
How often do companies need to report under SFDR?
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Verified reviews

4.8/5

Join our satisfied customers

Ready to simplify ESG?

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Instant supplier ESG insights

Automated due diligence

Built-in regulatory alignment

Ready to simplify ESG?

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 ESG?

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