Impact Cubed | Regulatory Solutions for EU SFDR and Taxonomy

The Regulations

SFDR The EU’s Sustainable Finance Disclosure Regulation (SFDR) introduces new rules for investment managers to incorporate and disclose sustainability information about investments, including data on Principal Adverse Impact (PAI) indicators.

EU Taxonomy The EU Taxonomy classifies how business activities are environmentally and socially sustainable. Investors are required to report on how well their portfolios are aligned to the Taxonomy.

Impact Cubed’s EU regulatory solutions

Our solutions are designed to enable investors to incorporate the PAI indicators and Taxonomy criteria in their investment process and report to regulators and clients. Comprehensive data on issuers and funds, as well as ready-made portfolio reports simplify and streamline the compliance process for investors.

The Impact Cubed advantage

Investors already familiar with Impact Cubed’s issuer level ESG factor data and portfolio impact reports understand why they are perfectly suited for regulatory reporting: we are the objective baseline on quantitative ESG data and portfolio impact. Our team has been collecting, standardising and estimating ESG data since 2008, drawing from corporate sustainability reports and public filings across 190 countries.

Unrivaled coverage

Impact Cubed’s data includes all mandatory PAIs and covers all listed companies and all sovereign debt. That includes 40,000+ listed equities and 800,000+ fixed income securities and over 170 countries

Data you can rely on

Our data is created by investors, for investors. Our expert ESG quant and research team understand the analytical rigor required to curate data so it is relevant, accurate and fit for investor due diligence and regulatory reporting.

Customized Solutions

Our highly automated approach allows for customized reports, feeds, and analytics. As regulations evolve, we work with your team to develop the compliance solutions that meet your needs.

Impact Cubed EU SFDR solution

Impact Cubed EU SFDR solution delivers the data and portfolio analytics to simplify investor reporting on all mandatory Principal Adverse Impact (PAI) indicators for companies, sovereigns, and listed real estate.

Issuer-level data: View issuers’ PAI indicators with full transparency to over 40,000 companies and 190 countries. Data is available as disclosed by companies or can be supplemented with estimates from Impact Cubed’s industry leading models.
Client facing and regulatory reports: Choose from standard regulatory reports or customizable client facing reports at the issuer, portfolio, fund or asset manager level. Portfolio pre-screening for regulated PAI gaps shows where there are strategic or regulatory risks and areas for improvement.
Multi-asset class coverage: Access detailed SFDR data across asset classes for 800,000+ global equity and fixed income securities across 40,000+ total issuers including sovereign issuers. This includes SFDR PAIs for over 200,000 equity and fixed income mutual funds and ETFs globally.
Portfolio analytics: Compare portfolio performance to benchmarks or peers to unlock insights about the fund performance and PAI contribution by region, sector, or individual security.

Download SFDR Solution Factsheet

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Impact Cubed EU Taxonomy solution

Impact Cubed solution provides the data and portfolio reports to integrate Taxonomy criteria in the investment process and simplify investor reporting on investment alignment to business activities in the EU Taxonomy. We provide data for climate related activities and will include additional categories as they are published by the EU.

Issuer-level data: View issuers’ revenue, CapEx and OpEx eligible and aligned activities with full transparency to over 40,000 companies. Data is available as disclosed by companies or can be supplemented with estimates from Impact Cubed’s industry leading models to understand Do No Significant Harm criteria.
Client facing and regulatory reports: Choose from a standard regulatory report or customizable client facing report at the portfolio, fund or asset manager level. Portfolio pre-screening is available showing Taxonomy eligible and aligned activity.
Portfolio analytics: Compare portfolio performance to benchmarks to unlock insights about the fund performance and Taxonomy contribution by region, sector, or individual security.

Download EU Taxonomy Factsheet

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