In the light of this legislation, various stakeholders are questioning the future validity of the recognition of investments that are carried out for the purpose of Code Europe Jones in its capacity as self-regulatory social investment programs. As one of the co-publishers of this sfdr reporting template database, called Navigatepress and just released a non-paper report on the significance, it was possible for us to sketch to the readers a rough picture of what is to come.

First of all, the market development team of Navigate press has published a report that allows investors to determine which companies they think are clear guidelines for issuing sustainable investment funds. The main question at this stage is whether investors will use this classification to determine -based on their individual criteria- which companies are actually sustainable. What the sfdr reporting template market development team (market developers) is currently doing is to drill down into what characteristics are considered sustainable for each company. There is a direct correlation between economic trends and the criteria fund providers use for their decision when it comes to classifying a company. Investments for high growth and requiring multiple transactions should be classed as a Sustainable Invest when compared to holding baskets of stocks and bonds in an organic way.

Secondly, the market developers have asked all market developers to define what a “sustainability investment” is with a more concrete sense. Where it comes to the definition of this term, it must conform to what sfdr reporting template investors need to understand when presenting this type of investment. So, what kind of a sustainability investment covers is basically the difference between investments that are structured to meet governments’ pension payment requirements and investments that are for philanthropy.

Interestingly, the Market developers believe that investors will continue to focus on the market development team’s approach to determine what type of sfdr reporting template investment is a sustainable one. Investors as well as regulators will then be able to establish some set standards that investors and regulators will be able to follow.

Whereas, had the Market development team simply classified investments by their sfdr reporting template performance and/or their corporate performance, the result would have been a tension between regulators and investors regarding both their content and when they should report their results. In general, the market developers view themselves as just making sure investors report their results with a more transparent approach.

In order for investors to strategically align their portfolio with their social goals, the market development team has proposed the use of codes (EUR, geo-index, asset class) for the pension, insurance and fund management industries. Another pending tool is the creation of a code that would measure social value attributed to Market access and outcomes. Using the market development program, investors would be able to compare companies’ compensation and sfdr reporting template reward policies as well as the impact of these interventions to their portfolio balance. Additionally, the CRM (customer relation management) tools now being developed may leverage the CRM (customer relationship management) platform for the pension, insurance and fund management industries (future article).

The European Commission stated that the Data protection Directive has the goal of “ensuring a level of protection of data Clarity, simplicity and comprehensiveness in the controller and the processor agreements and the associated data protection plan should be made available and easy to access by not only providers of the services, but also by the public.” As you can see, as it looks to develop a more uniform sfdr reporting template definition of sustainable, the European Commission is accumulating a body of guidance to show what we do and do not consider sustainable. Sustainability also plays into the solution.