IdealRatings Regulatory Reporting Data Set helps organizations in navigating the dynamic landscape of sustainability regulations and reporting requirements. This comprehensive data set not only facilitates adherence to regulatory standards but also effectively mitigates issues surrounding greenwashing.
Sustainable Finance Disclosure Regulation (SFDR)
In line with the EU Sustainable Action Plan, the EU Commission enforced its SFDR regulation in 2021. The aim of this Directive is increasing The SFDR aims at increasing transparency in sustainable investment practices. It requires financial market participants and advisors to disclose how sustainability risks are integrated into their processes and products, helping investors make informed decisions.
Key Offerings
Principal Adverse Impact (PAI)
Articles 8 & 9 Alignment
Among the plans to fulfill its Sustainable Action plan, the European Commission imposed the EU Taxonomy in 2022. This classification system defines environmentally sustainable economic activities.
It sets clear criteria for identifying activities that significantly contribute to climate and environmental goals; while ensuring they do no significant harm to other objectives and comply with minimum safeguards.
Unlock EU Taxonomy Alignment
IdealRatings’ EU Taxonomy Data Set offers an inclusive solution to help companies align with the European Commission’s sustainability-related action plan and reporting requirements.
Our EU Taxonomy Model has been created using the Taxonomy’s guidance encompassing 4 key steps to reach each economic activity’s alignment.
Taxonomy Eligible
Technical Screening Criteria (TSC)
Do No Significant Harm (DNSH)
Minimum Safeguards
Based on this model, IdealRatings can provide our esteemed clients with:
Percentages Disclosure
Turnover, CAPEX, and OPEX eligibility and alignment percentages. These figures are detailed for each economic activity as well as at the company-wide level.
Performance Assessment
Evaluating companies’ disclosures on TSC, DNSH, and Minimum Safeguards and assigning performance levels of High, Medium, and Low.
Granular Data
Provides raw data elements, for TSC, DNSH, and Minimum Safeguards, upon which performance assessment levels were derived.
Features
Maps companies' activities against the EU Taxonomy’s six environmental objectives, ensuring clear eligibility and alignment.
Tracks sovereign sustainability guidelines and identifies overlaps between SFDR, EU Taxonomy, and other frameworks for unified ESG reporting.
Provides robust datasets for ESG disclosures, including metrics like Principal Adverse Impact (PAI), Revenue, CAPEX, and OPEX.
Tailors data to reflect industry-specific material ESG factors with granular reporting capabilities for enhanced precision.
Offers customizable templates to align with business-specific and regional compliance needs.
Updates in real-time to stay ahead of evolving regulatory changes.
Benefits
Simplifies navigation of complex ESG regulations by consolidating requirements into a cohesive framework.
Real-time updates and a unified reporting approach ensure ongoing compliance with evolving standards.
Promotes trust among stakeholders by providing clear, reliable data on regulatory alignment and sustainability efforts.
Reduces reporting workload and adapts seamlessly to organizations of all sizes and scopes.
Supports better decision-making for sustainable investments, reinforcing commitment to responsible practices.
These datasets can be utilized by various user profiles, including Financial Market Participants, Asset Managers, Banks, Corporates, Regulators, Fund Services, ESG Analysts, and Corporate Sustainability Teams. to enhance decision-making and operational efficiency.
