EU SFDR Investee Company

Your Single Source of Data for Compliance with SFDR

EU financial market participants are required to comply with the Sustainable Finance Disclosure Regulation (SFDR). It is part of the EU Action Plan on Sustainable Finance which aims to reorient capital flows towards sustainable investments, manage financial risks from climate change, environmental degradation and social issues, and foster transparency. The SFDR data on investee companies supports your regulatory compliance with regards to equity and bond investments. SIX sources this data from several ESG data providers that are well known in the market.

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  • Asset Management
  • Wealth Management / Private Banking

  • Advisory
  • Compliance
  • Portfolio Management
  • Reporting
  • Risk

The main content of this dataset are the Principal Adverse Impact (PAI) indicators as defined by the regulation.
SIX proposes two packages for clients to choose from:

  • EU SFDR Investee Company by Institution: it delivers SFDR data related to companies (issuers). It requires a selection file with institution codes, such as SIX Company Codes and LEI identifiers.
  • EU SFDR Investee Company by Instrument: it also delivers SFDR data related to companies (issuers), but mapped to financial instruments such as equties and bonds issued by those companies. Therefore, the selection file is based on instrument identifiers (e.g. ISIN, Valor).

Our SFDR Investee Company data supports your disclosure requirements:

  • The data is based on our proven regulatory data competence and leverages our renowned reference data.
  • SIX sources data from several ESG data providers that are well known in the market. The data is normalized, comparable and machine readable.
  • SIX can be your single reliable source to cover your SFDR data needs. You receive this data through the same delivery channels as our other ESG, reference, corporate actions and regulatory data.
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