SFDR Reporting demo
Drafts SFDR pre-contractual and periodic annexes and the PAI statement from fund data 1:31
What the demo shows
SFDR annexes and the PAI statement drafted from fund data for ESG product and compliance teams
A clean home shows four numbers and each person's next step. Each fund's annex opens in the official template, fully drafted, with every figure underlined: select one and the margin walks it back through the quarter-end holdings, the sustainability test or adverse-impact formula, and the calculation, each step one click from its source, issuer reports shown in their own language beside the English. A banner compares the result with the fund's pre-contractual promise. Eight agents do the work: Intake, Calculation, Sustainability Test, Drafting, Consistency, SFDR 2.0 Mapping, Translation and Board Pack. The product manager prepares, compliance checks with a reason code, the Head of Sustainable Investing signs any missed minimum, and the board approves.
Transcript
- SFDR Reporting drafts every SFDR annex for ESG and compliance teams.
- One manager was fined 25 million euros for greenwashing in 2025.
- Agents' red holdings, impact data, and issuer reports for 186 funds.
- In Euro Climate Leaders, select 87% to see where it came from.
- The banner turns red.
- 90% was was promised.
- An agent explains why, citing three holdings that stopped qualifying.
- Each citation opens the issuer's page, German beside English.
- Clara sends it to compliance.
- She cannot approve her own work.
- Compliance officer Tomas Ferreira approves with a reason code.
- Agents also map all 300 funds to SFDR 2.0 Every figure cited, every annex signed, every step logged All 186 annexes
- drafted and checked before the board meets Build on Botminds, agents, data, screens, and governance on one platform
Transcribed from the film’s narration. Captions are on the player.