MSCI's SFDR dataset is a comprehensive solution designed to help financial market participants in the European Union comply with the Sustainable Finance Disclosure Regulation (SFDR). This regulation requires large asset owners, managers, investment advisers, banks, insurance companies, and other financial market participants to assess and disclose sustainability risks and impacts annually. The dataset provides a wide range of tools and metrics to assist clients in preparing and filing disclosures for SFDR reporting requirements at both the entity and product level. The SFDR dataset includes issuer-level data covering mandatory and optional Principal Adverse Impact Indicators (PAIs) for over 12,000 issuers. This equips investors and managers of ESG- and sustainability-focused funds with the necessary information to manage and report on the sustainability adverse impacts of their portfolio companies. Additionally, the dataset offers fund-level metrics, classifying approximately 53,000 equity and fixed-income mutual and exchange-traded funds according to the SFDR's product-level disclosures and detailing their adverse impacts.

Key Features

Comprehensive Data Coverage The SFDR dataset provides extensive data across multiple levels to support SFDR reporting requirements.

• Issuer-level data for over 12,000 issuers
• Fund-level metrics for approximately 53,000 equity and fixed-income funds
• Index-level metrics for more than 6,000 indexes

Regulatory Reporting and Risk Analytics MSCI offers a self-reporting solution to assist with SFDR compliance.

• Principal Adverse Sustainability Impact Statement at the entity level
• Data management and reporting of metrics for multiple asset classes
• Customizable solutions tailored to clients' needs

Real Assets Climate Solutions The dataset includes specific tools for real estate investors to meet SFDR requirements.

• Data and metrics to detail exposure to PAIs for property and building portfolios
• Coverage of fossil fuels and energy-efficient assets
• Greenhouse gas emissions and other key impacts for real estate investments

Benefits

Simplified SFDR Compliance The dataset streamlines the process of meeting SFDR reporting requirements.

• Comprehensive coverage of necessary data points
• Tools for both entity-level and product-level disclosures

Enhanced Sustainability Risk Management Users can better assess and manage sustainability risks in their portfolios.

• Detailed PAI data for issuers, funds, and indexes
• Insights into ESG factors and their impact on investments

Customizable Reporting Solutions The dataset offers flexibility to meet specific reporting needs.

• Tailored data management and reporting options
• Adaptable to various asset classes and client requirements