Sustainable Finance Solutions Sustainable Finance Solutions Get ahead of new ESG disclosure regulations. Supporting Our Clients to Align and Comply New ESG rules are on the horizon as the European Union aims to steer capital flows toward sustainable growth.1 The EU’s plan, which includes the new Sustainable Finance Disclosure Regulations (SFDR), requires certain financial market players serving EU investors to consider ESG risks and make ESG disclosures at the organization and financial product level. Large financial firms with over 500 employees who do business in the EU must calculate metrics by July 2022, with the first regulatory report due June 2023. The data and information requirements to comply with the new regulations may be significant. Institutional investors must report on all their portfolios and the holdings within those portfolios across multiple asset classes annually. MSCI offers a sophisticated suite of data sets, indexes, reporting tools and portfolio analytics to support clients seeking to meet regulatory deadlines, integrate ESG factors across the investment process and report on progress along the way. We provide metrics and tools at the issuer and index level as well as through our risk analytics platform. Contact Us EU Sustainable Finance Solutions A holistic toolkit to help clients prepare for new ESG regulations Issuer-Level Data SFDR Adverse Impact and Taxonomy Alignment data and metrics for over 10,000 corporate equity and fixed income issuers and 175 sovereign issuers or countries, covering over 90% of the global opportunity set Download SFDR and Taxonomy Metrics Index-Level Metrics Index-level SFDR metrics based on issuer data for 6,000+ indexes to help clients compare and report adverse impact indicators of their financial products with those of MSCI indexes Download Illustrative Index Metrics Download Methodology Fund-Level Metrics Upcoming: MSCI ESG Fund Ratings, SFDR Adverse Impact metrics and Taxonomy Alignment for 53,000 multi-asset class Mutual Funds and ETFs globally plus how funds classify themselves on Article 8 or 9 sustainability and underlying flags Download Press Release Risk Analytics & Regulatory Reporting Tools ESG and SFDR data and metrics added to MSCI’s analytics platforms to support multi-asset reporting, portfolio construction and risk management. New MSCI SFDR Reporting Solutions available for complex and customized reporting needs Read More Principle Adverse Sustainability Impacts Solution Helping to meet the requirement on sustainability risk disclosures using a scalable and robust reporting framework. We have a Principle Adverse Sustainability Impacts Statement for real estate assets, plus wider support for Article 8 & 9 (ESG Impacts) and Articles 3 & 6 (ESG Risks) reporting. You can also understand more about the SFDR requirements for Real Estate Investors here. In our climate newsletter series, we will share our latest climate-related research, materials, events and practical, action steps to prepare for COP26 and beyond. Subscribe Why MSCI? A holistic multi-asset solution We offer one of the most comprehensive solutions with data, indexes and portfolio analytics across asset classes to help clients meet their sustainability targets Insight into evolving regulations Our participation in commissions and working groups in the EU and monitoring around the globe provide us with deep insights into the latest regulatory environment Quality ESG research and data Our ESG indexes, ratings and data are powered by in-depth research produced by over 350 ESG analysts worldwide2 Robust reporting operations Clients leverage us so they can produce regulatory and investor reports across thousands of portfolios Committed to helping build better portfolios Our platforms help clients seeking to design strategies in line with sustainability goals, implement strong risk management processes and regularly monitor for issues Contact Us Related Content Sustainable Finance Resource Center ESG and Climate regulation and disclosure resource center for institutional investors, managers and advisors. Read More Sustainable Finance Package The EU Sustainable Finance package aims to support the transition to a low-carbon, more resource-efficient and sustainable economy. Learn More Frequently Asked Questions Download our FAQ for an update on Sustainable Finance legislation and what we’re doing to support Sustainable Finance initiatives globally. Download FAQ Sustainable Finance Newsletter Sign-up to our Sustainable Finance newsletter for a summary of the latest news, research, solutions and events focused on sustainable finance disclosure regulation. Subscribe New Sustainable Finance Research The SFDR’s Articles 8 and 9: The Funds Behind the Labels. Learn More ESG Investing Integrating ESG across your investment process. Download Brochure 1 European Supervisory Authorities’ final report on the draft regulatory technical standards (RTS) and https://ec.europa.eu/info/business-economy-euro/banking-and-finance/sustainable-finance_en 2Source: MSCI ESG Research as of March 2021. 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