SUSTAINABILITY REPORTING · SFDR · EDCI
SFDR and EDCI, simplified.
Annex IV/V periodic disclosures and the annual EDCI submission, generated from the same portfolio data APIP already collects – no second questionnaire, no copy-paste between spreadsheets.
Coming soon
Sustainability Reporting is in active build. The screens below are preview designs from the upcoming release.
01 · SFDR DISCLOSURES
Annex IV and Annex V, drafted from your live PAI data.
Classify each fund and produce the periodic disclosure – PAIs flow in directly from the portfolio data APIP already collects.
- Funds in scope by Article – 8 and 9 – with statement sections per fund.
- Position weights, opt-in PAIs and PAI inputs reconciled against questionnaire responses.
- Annex IV / V periodic disclosure drafts with open-item tracking and submission status.
Coming soon
02 · EDCI SUBMISSION
One workflow for the annual ESG Data Convergence submission.
Pick the funds to include, review coverage and methodology notes, and export the EDCI CSV for the active reporting period – built from the same investee responses that drive your SFDR and LP reporting.
- Manager profile, funds covered, questionnaires and methodology notes in one overview.
- Per-fund coverage with response health and a one-click Generate report action.
- Full EDCI core metric set – 39 mandatory and 11 optional – pre-mapped to APIP questions.
Coming soon
Coming soon