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The financial sector plays a fundamental role in directing capital towards sustainable activities. However, increasing regulatory pressure and stakeholder demands for transparency make managing ESG data and integrating it into investment activities a complex challenge.
The Sustainable Finance Disclosure Regulation (SFDR) has transformed the investment landscape, imposing strict reporting obligations on the sustainability of financial products. Uyolo supports banks, asset managers, and institutional investors in aligning with SFDR requirements (Articles 6, 8, and 9), structuring processes and documentation consistent with the applicable regulatory framework.
The quality of ESG disclosure directly affects the fund's perception among LPs, institutional investors, and the market. We provide tools to structure, consolidate, and present ESG information in a consistent, verifiable manner, thereby strengthening the credibility of financial products.
Integrating ESG criteria into the investment process means enhancing the fund's ability to identify and monitor material risks across the portfolio. We support the evaluation of ESG exposures and Principal Adverse Impacts (PAIs), contributing to more informed and resilient capital management.
We support:
In this initial phase, we support investors in defining a clear and consistent responsible investment strategy aligned with the fund's profile. We assist in drafting ESG policies, defining exclusion and integration criteria, and identifying measurable objectives aligned with industry best practices, including Principles for Responsible Investment (PRI), SFDR regulatory requirements, the EU Taxonomy, and LP expectations.
During the pre-investment phase, ESG due diligence helps identify material risks, compliance gaps, and value creation opportunities. Through structured tools, such as operational checklists and mappings of regulatory requirements and voluntary industry standards, we support a solid and documented evaluation to inform investment decisions.
We assist investors in evaluating the performance of portfolio companies against their responsible investment strategy, industry best practices, and ESG regulatory requirements. We define relevant sustainability KPIs for the investment strategy and configure the infrastructure for data acquisition and management from portfolio companies, ensuring data normalization and methodological consistency for reliable comparative analysis.
The final phase involves producing compliant and transparent reporting. We generate reports ready for disclosure under SFDR, clearly documenting the sustainability impact of investments.
Benefits for Investors
Discover how the Uyolo platform can help you integrate ESG criteria into your investments.
CEO, Co-Founder, Uyolo
