Navigate SFDR, SDR, and ASRS Australia with confidence. Robust data, compliant disclosures, and strategies that satisfy regulators and investors alike.
Financial institutions today face a dizzying patchwork of overlapping disclosure regimes that span multiple jurisdictions and evolve at breakneck speed. The EU's Sustainable Finance Disclosure Regulation demands granular entity- and product-level reporting across Article 6, 8, and 9 classifications. The UK's Sustainability Disclosure Requirements layer on the FCA's anti-greenwashing rule, naming and marketing restrictions, and a new labelling regime. Meanwhile, Australia's mandatory climate-related financial disclosures under the ASRS framework are bringing AASB S2-aligned reporting to thousands of entities for the first time. Add TCFD recommendations, ISSB standards, and the growing influence of regional taxonomies, and you have a compliance landscape where a single misstep can cascade across borders. For asset managers, pension funds, and insurers operating globally, the question is no longer whether to disclose, but how to do so consistently, accurately, and without contradicting yourself from one jurisdiction to the next.
Getting it wrong carries real consequences. Regulators in Europe have already levied fines and issued public warnings to firms whose sustainability claims could not be substantiated by underlying data. In the UK, the FCA has made clear that the anti-greenwashing rule applies to all regulated firms regardless of whether they use sustainability labels, meaning any sustainability-related communication must be fair, clear, and not misleading. In Australia, ASIC has signalled a willingness to pursue enforcement action against greenwashing in financial products. Beyond regulatory risk, inaccurate or inconsistent disclosures erode investor confidence, trigger reputational damage, and can lead to capital outflows at exactly the wrong moment. The cost of non-compliance is not just a fine; it is a loss of trust that takes years to rebuild.
Regulators are increasingly cross-referencing disclosures across jurisdictions. An inconsistency between your SFDR periodic report and your UK fund documentation will not go unnoticed. Coordinated, data-driven disclosure is no longer optional; it is the baseline expectation.
We help financial institutions meet their regulatory obligations with disclosures that are accurate, defensible, and aligned across every market you operate in.
The Sustainable Finance Disclosure Regulation requires financial market participants and financial advisers to provide detailed sustainability-related disclosures at both entity and product level. We guide you through the classification of financial products under Article 6, Article 8, and Article 9 categories, ensuring that your product documentation accurately reflects its sustainability characteristics or objectives. Our team prepares and reviews pre-contractual disclosures, website disclosures, and periodic reports in line with the Regulatory Technical Standards. We also help you identify, measure, and report on Principal Adverse Impact indicators, translating complex portfolio-level data into the standardised templates that regulators expect. Whether you are launching a new Article 8 fund or upgrading an existing product to Article 9, we ensure that every claim is backed by robust methodology and auditable data.
The FCA's Sustainability Disclosure Requirements introduce a comprehensive regime designed to combat greenwashing and provide investors with clear, comparable information about the sustainability profile of financial products. We help you navigate the four sustainability labels, determine whether your products qualify, and prepare the detailed disclosures required for each label category. Beyond labelling, we ensure your firm complies with the overarching anti-greenwashing rule, which applies to all FCA-authorised firms and requires that any reference to sustainability in communications is fair, clear, and not misleading. Our support extends to the naming and marketing rules that restrict the use of sustainability-related terms in product names and promotional materials, as well as the entity-level and product-level disclosure obligations. We work closely with your compliance, legal, and investment teams to build a disclosure framework that meets both the letter and spirit of the regulation.
Australia's mandatory climate-related financial disclosure regime, underpinned by the Australian Sustainability Reporting Standards and aligned with AASB S2, represents one of the most significant regulatory shifts in the Asia-Pacific region. Beginning with the largest entities and progressively extending to smaller organisations, ASRS requires reporting on climate-related risks and opportunities, governance arrangements, strategy implications, risk management processes, and metrics and targets, including Scope 1, 2, and material Scope 3 greenhouse gas emissions. We help Australian entities and multinational groups with Australian operations understand their reporting obligations, establish the data collection and assurance processes needed to meet disclosure requirements, and prepare climate statements that satisfy both the Australian Securities and Investments Commission and investor expectations. Our approach ensures alignment with global standards while respecting the specific requirements of the Australian framework.
Our four-step process takes the complexity out of multi-jurisdiction disclosure, giving you confidence at every stage.
We begin by mapping every disclosure obligation that applies to your entity and product range across all relevant jurisdictions. This includes identifying which regulations apply, which products fall within scope, the timelines and deadlines you face, and any overlaps or conflicts between frameworks that need to be managed proactively.
With your regulatory map in hand, we assess the data you currently hold against the data each disclosure requires. We identify gaps in emissions data, PAI metrics, climate scenario analysis, and governance documentation, then build a prioritised action plan to close those gaps using reliable, auditable data sources.
Our team drafts your disclosures in the format and language each regulator expects, from SFDR pre-contractual annexes and periodic reports to SDR label applications and ASRS climate statements. Every disclosure is grounded in the data gathered during the gap analysis, ensuring consistency and defensibility across jurisdictions.
Before any disclosure goes live, we conduct a thorough cross-jurisdictional review to check for inconsistencies, ambiguities, or claims that could attract regulatory scrutiny. We coordinate with your legal and compliance teams for sign-off, then support you through the filing or publication process and provide guidance on ongoing monitoring and updates.
Done well, regulatory disclosure is not just a compliance exercise. It is a strategic asset that builds trust, reduces risk, and opens doors.
Every disclosure we produce is evidence-based, grounded in auditable data, and stress-tested against the standards regulators actually enforce. This means your sustainability claims can withstand scrutiny from regulators, investors, and the media. By ensuring that every statement is substantiated and every metric is traceable to its source, we help you avoid the reputational and financial fallout that comes with greenwashing allegations, whether intentional or accidental.
Operating across the EU, UK, and Australia means navigating three distinct regulatory cultures, each with its own expectations around format, language, and level of detail. Our multi-jurisdiction expertise allows us to produce disclosures that are locally compliant and globally consistent, eliminating the risk of contradictory statements across markets. Whether you are a European asset manager with Australian clients or an Australian superannuation fund with global mandates, we ensure your disclosures speak the right language in every market.
Institutional investors increasingly use disclosure quality as a proxy for management quality. Clear, transparent, and comprehensive disclosures signal that your organisation takes sustainability seriously, understands its risks and opportunities, and has the governance structures in place to act on them. Our disclosures are designed not just to satisfy minimum regulatory requirements, but to communicate your sustainability narrative in a way that builds long-term confidence among allocators, consultants, and end investors.
Whether you need support with a single jurisdiction or a coordinated global disclosure programme, our team has the expertise to deliver compliant, investor-ready documentation on time and on budget.
Get in TouchSFDR is the EU's Sustainable Finance Disclosure Regulation, which requires financial market participants and advisers to disclose sustainability-related information at both entity and product level. It classifies products under Article 6, 8, or 9 based on their sustainability characteristics or objectives. SDR is the UK's Sustainability Disclosure Requirements, introduced by the FCA, which takes a different approach by focusing on sustainability labels, an anti-greenwashing rule, and naming and marketing restrictions. While both aim to improve transparency and combat greenwashing, they differ in structure, terminology, and specific requirements. Operating in both markets requires careful coordination to ensure consistency.
If your firm is authorised in both the EU and the UK, or if you market financial products to investors in both jurisdictions, you will likely need to comply with both SFDR and SDR. Even if you are only authorised in one jurisdiction, marketing products cross-border can trigger disclosure obligations in the other. The key is to understand which entities and products fall within scope of each regulation and to ensure that your disclosures are consistent and do not contain contradictory claims. We help firms map their obligations across both regimes and produce coordinated disclosures that satisfy both sets of requirements.
Principal Adverse Impact indicators are a set of mandatory and voluntary metrics defined under the SFDR Regulatory Technical Standards. They measure the negative effects that investment decisions have on sustainability factors such as climate, the environment, social conditions, and governance. The mandatory indicators cover areas including greenhouse gas emissions, carbon footprint, biodiversity impact, water usage, waste generation, social and employee matters, and human rights. Financial market participants that consider PAI must report on all mandatory indicators and select from a list of additional voluntary indicators. We help firms collect the underlying data, calculate each indicator accurately, and present them in the prescribed template format.
The Australian Sustainability Reporting Standards are being phased in over three groups. Group 1 entities, the largest by revenue and assets, began reporting for financial years starting on or after 1 January 2025. Group 2 entities follow for financial years starting on or after 1 July 2026, and Group 3 entities for financial years starting on or after 1 July 2027. The phased approach gives organisations time to build the data infrastructure and governance processes needed for compliance, but early preparation is strongly recommended. We help entities across all three groups understand their timelines, identify what needs to be in place, and build disclosure-ready processes well ahead of their reporting deadlines.
Yes. Article 9 products have sustainable investment as their objective and face the highest level of disclosure scrutiny under SFDR. We support firms seeking Article 9 classification by helping define the sustainable investment objective, establishing the methodology for measuring progress toward that objective, ensuring compliance with the do-no-significant-harm principle across all PAI indicators, and preparing the detailed pre-contractual, website, and periodic disclosures required. We also advise on the practical challenges of maintaining Article 9 status, including the data requirements and ongoing monitoring needed to demonstrate that the product continues to meet its stated objective throughout its lifecycle.
Disclosure requirements are only going to increase. Get expert support now and build a compliance framework that scales with the regulatory landscape.
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