Financial market players such as asset management companies and investment managers in particular have been subject to new ESG-related transparency obligations since 2021. The fundamental aim of these new rules is to help direct capital streams towards more sustainable economic activities. For example, the requirements of the Sustainable Finance Disclosure Regulation (SFDR) and the accompanying Regulatory Technical Standards (RTS) have an impact on the design of financial products and investor demand.
Your challenges
Our solutions for you
- Advice on developing institution- or product-specific ESG strategies
- Portfolio analysis and advice on the classification of existing products as well as the organisational and operational structure (ESG compliance or ESG scoring)
- Advice and structuring of financial products (ESG/impact funds)
- Support with securing marketing authorisation and regulatory classification of ESG financial products
- Developing PAI concepts and providing support in the preparation of PAI statements
- Advice in connection with distribution issues (suitability test, asking clients about sustainability preferences, written minutes of customer consultations, target market identification) in financial advice and financial portfolio management
- Support in setting up comprehensive and systematic reporting processes and in risk management
- Advice on cooperating with providers of ESG-related market data