Sustainability framework adjustment and ESG factors integration
Real Estate SGR specialising in Alternative Investment Funds (AIFs) with more than 10 billion AuM
The Client requested our support in order to verify the compliance of the actions undertaken with respect to the ESG regulations for the application of EU Regulation 2088 (“SFDR”) and to continue along the path of adaptation and consolidation of its sustainability framework.
Goals
Support
the Asset Management Company in its path of integration of ESG factors
Consolidate
SFDR regulations and subsequent enactment of detailed technical standards
Activity
Identification of SFDR compliance impacts
and any gaps with respect to actions taken (processes, procedures and policies, methodologies and models for measuring sustainability risks)
Support to the ESG Management Function
in the management, coordination and implementation of activities for the consolidation of the sustainability framework (adaptation of core procedures, methodologies for the analysis and measurement of sustainability risks, detailed analysis and support in the identification of the strategic ESG positioning of the Asset Management Company and the FIAs)
Measurement of sustainability indicators
and in the elaboration of the first SFDR Reporting
Results
SFDR classification
of products under management
Sustainability Framework
consolidation and adjustment
Reporting
Drafting of the reports required according to the regulations for "green" products
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