SFDR data collection exercise applicable to investment fund managers (IFMs) and institutions for occupational retirement provision (IORPs) on periodic disclosures in relation to Regulation (EU) 2019/2088 on sustainability-related disclosures in the financial services sector (SFDR) and Regulation (EU) 2020/852 on the establishment of a framework to facilitate sustainable investment (TR)

This communiqué follows from the CSSF communiqué published on 30 June 2023 announcing the launch of the data collection exercise relating to the disclosures in periodic reports for financial products disclosing under Article 8 or Article 9 of SFDR.

The objective of this communiqué is to inform industry participants that an online solution via eDesk, for manual input by IFMs/IORPs for each fund/sub-fund they manage, is now available. This solution comes in addition to the possibility to submit the data by means of a structured file through S3 protocol.

The existing user guide has been updated and is available under SFDR UCI periodic data collection – Practical and technical guidance.