At Leroy & Goldbach, we assist fund managers and institutional investors in implementing the Sustainable Finance Disclosure Regulation (SFDR) and the EU Taxonomy Regulation across their alternative investment fund structures. Our expertise covers the full regulatory spectrum — from Article 6 to Article 9 SFDR, and the move to the categories of the revised SFDR — ensuring each vehicle’s investment strategy, governance, and reporting framework are fully compliant and aligned with investor expectations.
Our services include
Classification and assessment of funds under SFDR Articles 6, 8, or 9;
Drafting and review of pre-contractual and periodic disclosures (PPM, website policies, annexes);
Integration of EU Taxonomy objectives and sustainable investment criteria into fund documentation;
Coordination with AIFMs, management companies, and sustainability advisers;
Support on ESG data collection, KPIs, and regulatory reporting.
By combining regulatory insight and practical implementation, we help clients design responsible, transparent, and investor-focused ESG strategies that meet both EU requirements and global sustainability standards.
Ready to align with SFDR and EU Taxonomy? Speak to a partner about sustainability disclosures and compliance.
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