{"id":13382,"date":"2023-11-28T09:58:04","date_gmt":"2023-11-28T09:58:04","guid":{"rendered":"https:\/\/iqeq.com\/?post_type=case_study&#038;p=13382"},"modified":"2023-11-28T10:18:11","modified_gmt":"2023-11-28T10:18:11","slug":"guiding-asset-managers-through-sfdr-implementation","status":"publish","type":"case_study","link":"https:\/\/iqeq.com\/case-studies\/guiding-asset-managers-through-sfdr-implementation\/","title":{"rendered":"Guiding asset managers through SFDR implementation"},"content":{"rendered":"<section class=\"text-block standard-spacing  \">\n    <div class=\"container fade-in\">\n        <h2>The client, their challenge<\/h2>\n<p>Our client is an alternative asset manager that specialises in infrastructure debt with a global outlook. The firm is a signatory of the UN\u2019s Principles of Responsible Investment (PRI) and adheres to the UK-endorsed Task Force on Climate-related Financial Disclosures (TCFD) recommendations.<\/p>\n<p>The firm has an \u2018Article 8\u2019 infrastructure fund, as defined by the EU\u2019s Sustainable Finance Disclosure Regulation (SFDR), involving private debt investments and bonds focused on the technology, media and telecom (TMT) and energy sectors.<\/p>\n<p>For this fund, the client wished to ensure their fund documentation and website accurately reflected their investment process and complied with ESG regulatory requirements. They were therefore looking for regulatory specialists who:<\/p>\n<ul>\n<li>Understood the firm\u2019s investment strategy<\/li>\n<li>Had in-depth expertise in SFDR<\/li>\n<li>Had experience developing ESG regulatory infrastructure for a wide variety of clients<\/li>\n<\/ul>\n<h2>Our solution<\/h2>\n<p>Meeting all of the above criteria, IQ-EQ implemented a comprehensive solution to meet the client\u2019s needs. We:<\/p>\n<ol>\n<li>Reviewed existing fund documentation (e.g. offering memorandum, prospectus)<\/li>\n<li>Drafted policy statements in line with the fund\u2019s ESG objectives<\/li>\n<li>Completed pre-contractual SFDR documentation<\/li>\n<li>Drafted suitable website disclosures<\/li>\n<li>Advised on the client\u2019s ESG due diligence process<\/li>\n<li>Screened all relevant fund documentation for greenwashing risks<\/li>\n<\/ol>\n<h2>The results<\/h2>\n<p>As a result of our services, the client felt confident they were fully aligned with the relevant regulatory requirements, that potential greenwashing risks had been removed from their documentation, and that they were delivering on investor ESG expectations.<\/p>\n<h2>Discover how IQ-EQ could help you<\/h2>\n<p><a href=\"https:\/\/iqeq.foleon.com\/brochure\/esg\/\">Click here to find out more about IQ-EQ\u2019s end-to-end ESG Services<\/a>, including set-up, data strategy, data collection and reporting.<\/p>\n<p>Our expert <a href=\"https:\/\/iqeq.com\/services\/compliance-consulting-uk\/\">regulatory compliance team<\/a> also specialises in:<\/p>\n<ul>\n<li>ESG regulatory infrastructure development<\/li>\n<li>EU SFDR\/Taxonomy regulation<\/li>\n<li>TCFD and the UK\u2019s new Sustainability Disclosure Requirements (SDR)<\/li>\n<li>Anti-greenwashing reviews<\/li>\n<\/ul>\n            <\/div>\n<\/section>","protected":false},"excerpt":{"rendered":"","protected":false},"featured_media":13383,"menu_order":0,"template":"","expertise":[444,17],"service_category":[27,29],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.0 - 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