This global asset manager partnered with FactSet to develop an SFDR-compliant strategy using FactSet’s reporting tools. FactSet streamlined the firm’s business operations by connecting EU Taxonomy and Principal Adverse Impact (PAI) datasets with their holdings through content-agnostic reporting solutions. The multi-asset class Portfolio Analysis tool aggregated security-level data for simplified, accurate SFDR reporting, including pre-filled regulatory templates and audit-ready outputs. This enabled the firm to efficiently meet SFDR requirements, enhance transparency, and maintain compliance across European sustainable investment funds.

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