SFDR FOR ASSET MANAGERS
SFDR for managers: PAI is calculated at the investee and aggregated by the manager
Private equity, venture capital and investment managers need annual principal adverse impact indicators from every investee, the entity statement and templates for each Article 8 or 9 product. Voombu solves it in one chain: the investee answers once from evidenced data, and the manager aggregates, declares and publishes from that same data. Nothing is typed twice.
Request demoTHE PROBLEM
From fragmented work to a defensible file
Estimated or retyped investee data, four quarterly snapshots nobody can rebuild, undeclared coverage and product templates remade every year.
HOW IT WORKS
A traceable workflow, from start to finish
Each investee calculates PAI from its VSME campaign and footprint.
The manager loads products and positions for every quarterly snapshot.
The engine aggregates with attribution, coverage and declared estimates.
Issue the entity PAI statement.
Generate pre-contractual and periodic Article 8 and 9 templates.
Validate snapshots, coverage, methodology and DNSH before issue.
WHAT IS INCLUDED
Everything in the same file
- 18 mandatory indicators plus VSME-derived additions
- Coverage by investee and indicator
- Bilingual statement
- Import with declared source
- Versioned adaptation to SFDR revision
- Article 8 and 9 templates
Manager framework plus a fee per declared product; investee PAI included for platform entities. Request pricing.
WHO IT IS FOR
Private equity, venture capital and investment managers, family offices with vehicles and their investees.
WHAT WE DO NOT DO
We do not classify products or define sustainable investment; we record and validate the manager's decisions. We do not publish on its website or issue an audit opinion.
Voombu does not certify, audit or issue opinions: it structures, traces and evidences the data so an independent third party can do so within the file.