Green financial products by SFRD

Meet the SFDR requirements as a real estate fund and you will be more attractive to retail investors.

Investors and banks need to disclose how they take into account sustainability factors under the SFDR from 2022. Funds that want to secure a competitive advantage and at the same time attract more investment need to have their portfolios compliant with the conditions for light or dark green investments - light and dark green funds.

What the service includes

  • Risk assessment policy setting
  • Compliance with reporting requirements to clients and in periodic reports
  • Establishing a due diligence policy in relation to investments
  • Mandatory ESG data collection settings
  • Ensuring the fund's status as a light or dark green product and investment options according to clients' ESG preferences
  • Integration of the ESG approach and SFDR commitments into internal processes
  • Setting up a system for evaluating the fulfilment of ESG criteria and reporting
Order
How we help our clients

We have developed a due diligence policy for the Czech Real Estate Fund in relation to the main adverse impacts as required by the SFDR.

As a result, the Fund has identified the adverse ESG impacts of its investments, adopted the proposed policies and measures for future and existing investments, and complied with the statutory requirements under the SFDR. We have ensured that the Fund has met the conditions for a light green product promoting environmental performance.

Our clients

Leaders in the Frank Bold Advisory team

Filip Gregor

Senior ESG Expert

Olga Kurda

Senior ESG Consultant

Dominik Gřešák

PR Account Manager

Monika Smetanová

PR specialist

And 100+ experts in the Frank Bold Group

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