Green financial products according to the SFDR

As a real estate fund, you will meet the SFDR conditions and be more attractive to retail investors.

 Investors and banks must disclose how they take into account sustainability factors under the SFDR from 2022 onwards. Funds that want to secure a competitive advantage as well as a larger investment flow need to have their portfolios in line with the conditions for light or dark green investments - light and dark green funds.

What the service contains

Setting a risk assessment policy
Compliance with reporting requirements to clients and in periodic reports
Establishing a due diligence policy in relation to investments
Setting up mandatory ESG data collection
Ensuring the fund's status as a light or dark green product and investment options according to clients' ESG preferences
Integration of the ESG approach and SFDR commitments into internal processes
Setting up a system for evaluating the fulfillment of ESG criteria and reporting
How we help our clients

 We have developed a due diligence policy for the Czech Real Estate Fund in relation to the main adverse impacts as required by the SFDR. This has enabled the Fund to identify the adverse ESG impacts of its investments, adopt the proposed policies and measures for future and existing investments, and comply with the legal requirements under the SFDR. We have ensured that the Fund has met the conditions for a light green product promoting environmental performance. 

Our clients

Our team

Filip Gregor

ESG team leader

Martin Fadrný

Lawyer and senior consultant

David Janků

Reporting consultant

Olga Kurda

Reporting consultant

Eva Pelikánová

PR account manager

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