SFDR reporting software for PAI indicators
SFDR AI is a reporting tool for asset managers, fund administrators and advisers who have to publish Principal Adverse Impact statements. It locates the public CSRD and SFDR documents behind your holdings, extracts the 14 mandatory indicators with citations, calculates financed emissions and exports a disclosure-ready PDF.
What the tool does
Find the source documents
The agent searches the web, company sites and an indexed report library for CSRD sustainability statements, annual reports and fund SFDR periodic disclosures — in English, Finnish and Swedish.
Extract the 14 mandatory PAIs
Large-context models read hundreds of pages and return each indicator with the sentence it came from, so every number can be checked against the original PDF.
Normalise units and currency
Emissions are converted to metric tonnes of CO2e and financials to EUR, so a portfolio built from reports in different formats still aggregates correctly.
Calculate financed emissions
PCAF-style attribution by EVIC, with an EVIC proxy for unlisted companies and two-step look-through for fund holdings.
Cover funds and private companies
Fund PAI tables are read from periodic disclosures, and private companies can be estimated from sector data or from a sustainability report you upload yourself.
Export a disclosure-ready PDF
A white-labelled SFDR PAI report with indicator coverage, sector breakdowns and fund look-through, in your own logo and colours.
Who it is for
Financial market participants in scope of Regulation (EU) 2019/2088 that report adverse sustainability impacts at entity and product level: fund managers, wealth managers, pension funds, family offices and the consultants who prepare their disclosures. If your PAI statement is currently assembled by hand from PDFs and spreadsheets, this replaces that work.
Frequently asked questions
What is SFDR reporting software?
SFDR reporting software helps financial market participants collect the data required by the Sustainable Finance Disclosure Regulation — mainly the 14 mandatory Principal Adverse Impact (PAI) indicators — and turn it into the periodic and entity-level disclosures required under the regulation.
Which PAI indicators does SFDR AI cover?
All 14 mandatory indicators from Annex I Table 1: GHG emissions (scope 1, 2 and 3), carbon footprint, GHG intensity of investee companies, fossil fuel sector exposure, non-renewable energy share and consumption, energy consumption intensity by sector, biodiversity-sensitive areas, water emissions, hazardous waste, UNGC and OECD violations, lack of compliance processes, unadjusted gender pay gap, board gender diversity and controversial weapons exposure.
Where does the data come from?
From public disclosures: CSRD sustainability statements, annual reports and fund SFDR periodic disclosures. Every extracted figure links back to the source PDF so it can be audited, and estimates are labelled as estimates.
How are financed emissions calculated?
Investment value is divided by the investee's enterprise value including cash (EVIC), following the PCAF attribution approach. For unlisted companies an EVIC proxy is built from book equity plus debt, or revenue times a sector multiple.
Can I use it for funds as well as direct holdings?
Yes. Funds are read from their SFDR periodic disclosures, and where holdings data is available a look-through estimate is built from the underlying companies and used when coverage is high enough.
Ready to start? Run your first SFDR extraction — new accounts get free credits.