Portfolio Reporting

Regulatory Portfolio Reports

Our easy-to-use reporting tools let you tap into our industry knowledge and experience in the regulatory landscape to help you meet key disclosure requirements.

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EU Taxonomy Alignment Report

This report is designed to help meet entity-level reporting requirements under Article 8 of the EU Taxonomy regulation, as well as product-level disclosure requirements under the Sustainable Finance Disclosure Regulation (SFDR).

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  • Intuitive Data Visualization

    Sections feature both mandatory reported data, and modeled and reported data, to meet a range of regulatory use cases.

  • Raw Values

    Tabular data presentation makes key numbers easy to find and report.

  • Eligibility Breakdown

    Visual tools help you measure and highlight the percentage of your portfolio that’s exposed to eligible nuclear and gas activities.

Explore our Regulatory Data Solutions

We have a suite of solutions to help you comply with your sustainability reporting obligations.

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SFDR Portfolio Report

We have two reports that are designed to support SFDR Level 1 and Level 2 compliance, including reporting on Principal Adverse Impact indicators and metrics.

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  • Entity Level Requirements

    The SFDR Annual Average Report helps you meet SFDR entity-level requirements by calculating the average of four fiscal quarters.

  • Product Level Requirements

    The SFDR Report allows users to meet SFDR product-level requirements by assessing the performance of products against the PAI on a quarterly basis.

  • Sustainability Risks

    By leveraging data from our Corporate Rating and Carbon Risk Rating, you can evaluate broad sustainability risks that an investment product or portfolio may be subject to.

  • Broad Principal Adverse Impacts

    Norms Based Research and SDG Impact data can be used to address an investment product or portfolio’s relevant Principal Adverse Impacts.

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