Disclosure & capital

Sustainable finance

Connecting ESG performance with capital flows. Banks, institutional investors and regulators increasingly require clear evidence that portfolios align with the EU Taxonomy, CRREM and SFDR. We help you make your portfolio compliant, transparent and evidenced — which is what those conversations turn on.

Routes

Five routes to finance readiness.

SFDR compliance

Article 8 and 9 funds supported with ESG and financial data collection, KPI setting and PAI statements.

Sustainable investment identification

Identifying and implementing investment opportunities that align with EU Taxonomy and SFDR requirements.

EU Taxonomy alignment

Eligibility and alignment assessed, data collected including energy consumption, and alignment percentages calculated for turnover, CAPEX and OPEX.

Green finance readiness

Advice on positioning portfolios for green loans, sustainability-linked bonds and other instruments.

Investor reporting

Transparent, audit-ready disclosures that demonstrate credibility to current and prospective investors.

Evidence chain

How asset evidence reaches a finance conversation.

Each link has to hold. A financing conversation fails at the weakest one, which is usually the asset data rather than the disclosure.

01

ESG strategy

The commitments and targets the fund is actually held to.

02

Portfolio data

Asset-level energy and performance data with a traceable source.

03

Eligibility and alignment

Taxonomy eligibility and alignment assessed on that data.

04

Disclosure

SFDR and Taxonomy disclosures produced from the same dataset.

05

Investor and lender communication

The conversation, with the evidence already in place.

What we support

Specifically.

We support access to sustainable finance. We do not guarantee it — that decision stays with your lender or investor.

Fund-level

The disclosure machinery around Article 8 and 9 products.

The disclosure machinery around Article 8 and 9 products.

PAI statements

Article 8 funds

Article 9 funds

Taxonomy alignment

Alignment calculated across the three financial dimensions the regulation asks for.

Alignment calculated across the three financial dimensions the regulation asks for.

Turnover

CAPEX

OPEX

Instrument positioning

Positioning for the instruments your treasury is considering.

Positioning for the instruments your treasury is considering.

Green loans

Sustainability-linked bonds

Other instruments

Outcomes

What improves.

01

Stronger alignment

Alignment with investor and regulatory expectations that can be evidenced on request.

02

Credible reporting

Transparent disclosures that build trust rather than raise questions.

03

Portfolio positioning

A portfolio positioned as a credible sustainable real estate proposition.