Broadridge launches SFDR reporting solution

by Matthias Plötz 1 November 2022

Broadridge Financial Solutions has launched an end-to-end SFDR reporting solution in the hopes of assisting asset managers with their required regulatory disclosures.

In a bid to support asset managers handling EU-domiciled funds as well as UK funds marketed to EU investors, the company’s tool offers support with the composition, production, translation and hosting of disclosures required under SFDR.

The tool is designed to provide an initial document and website disclosure for existing and newly launched funds, allowing them to make required pre-contractual and website disclosures.

Additionally, the tool should support annual reporting of existing funds, including periodic disclosure and principal adverse impact statements.

Asset managers should be able to translate documents into 35 different languages and distribute them across a variety of channels, such as embedded URLs, document libraries or platforms.

“Asset managers continue to navigate a very complex and changing regulatory landscape and are under increasing pressure to disclose more ESG data to investors,” Afzal Amijee, commercial director at Broadridge, said in a statement. “We are excited to be bringing to market a fully managed end-to-end ESG solution comprising SFDR and the European ESG Template (EET) reporting requirements. This will enable asset managers to efficiently provide data by leveraging automation and existing network links amongst fund distribution channels to ensure they have data and regulatory documents at the right time for their end clients.”

The firm initially launched its EET solution back in May 2022 with the aim of supporting asset managers in compiling all relevant data points which should be available at the point of sale of funds.

Categories: NewsESGESG policyESG regulationOutsourcingLegal & compliance advisoryRegs & ComplianceCompliance softwareReporting & Transparency Reporting softwareTechnologyCompliance softwareReporting softwareTech providers

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