Sustainability Consulting
At ISEC, we merge legal expertise with strategic sustainability practices to help your organization not only meet SFDR requirements but also create value for the future.
Address global challenges and enhance transparency by integrating sustainability into your operation
Following SFDR (Sustainable Finance Disclosure Regulation) and other sustainability regulations is not only a legal obligation but also a strategic imperative for financial institutions.
Integrating sustainable finance practices into your operations enhances transparency and ensures regulatory compliance, as well as managing financial risks and creating long-term value for all stakeholders.
ISEC provides expert sustainability consulting services, offering tailored education and practical guidance to ensure your organization not only understands but excels in meeting SFDR regulations. By reviewing your processes, developing strategies, and providing expert support, we ensure that your funds align with the latest regulations and that you make the sustainable investments you aspire to.
Expert SFDR Education and Regulatory Compliance
We offer tailor-made training and personal advice to facilitate the understanding of SFDR. We aim to provide you with the knowledge and skills to navigate various regulations efficiently.
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Personalized advice to fund managers on how to adapt the SFDR requirements to the financial product.
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Workshops and seminars on the implementation of SFDR for employees, managers, and the Board of Directors.
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Documentation and guidance on how to navigate through SFDR requirements in everyday business.
We can guide you to ensure compliance with Articles 6, 8, and 9 by designing regulatory compliance strategies:
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Review of existing processes and policies to ensure compliance with SFDR.
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Development of action plans to comply with Articles 6, 8, and 9 requirements.
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Implementation of monitoring and reporting mechanisms to ensure long-term compliance.
Review your numbers with PAI Data Reporting
We help you with the reporting and understanding of PAI data. Through careful data analysis, ISEC can identify relevant insights and help inform strategic decisions related to sustainable investments.
Analyze and interpret PAI data to identify trends and opportunities.
Develop reports for internal and external communication, such as PAI statements.
Stay compliant with ESG
Our comprehensive audits are designed to ensure ESG compliance by reviewing the fund’s holdings against sustainability policies and identifying any deviations. Screenings within risk management facilitate the identification of potential risks and the implementation of strategies for effective management of sustainability issues.
In-depth review of portfolios to identify sustainability-related risks and opportunities.
Develop and implement tailor-made screening processes based on specific requirements and criteria.
Preparation of reports and recommendations to improve the fund’s sustainability profile and compliance with policies and regulations.
We offer support for various sustainability challenges and concerns that may emerge in your business.
Guidance when needed to discuss current sustainability challenges to help you move forward.
Daily advice and support for developing and implementing sustainable solutions.
Want to know more about our consulting offer? Contact us!
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