How-to guideCompliance and Reporting
Generate a Periodic Report
How to generate the SFDR Periodic Report for an Article 8 or Article 9 fund.
The Periodic Report is required annually for Article 8 and Article 9 funds, setting out how the fund's sustainability characteristics or objectives were met during the period.
Steps
- Navigate to the relevant Article 8 or Article 9 fund.
- Select the reporting period.
- Go to the Periodic Report view.
- Review the sustainable investment percentage — this is driven by the Sustainable Investments module settings. If the Sustainable Investments module is not configured, the percentage will show as 0%.
- Review the taxonomy alignment figures, shown as Turnover, CapEx, and OpEx.
- Export as PDF.
Two percentage figures in the Periodic Report
The report shows two columns. The left-hand figure comes from the sustainable investment criteria you have configured in the product. The right-hand figure represents taxonomy-aligned investments based on company-reported data. These are calculated independently and will differ.