.png%3Falt%3Dmedia%26token%3Ddf106b3e-f854-4082-b673-e512a55a0990&w=3840&q=100)
SFDR reporting software helps asset managers, private markets firms and other financial market participants collect sustainability data, calculate principal adverse impact (PAI) indicators and produce the disclosures required by the EU Sustainable Finance Disclosure Regulation (SFDR). Under Regulation (EU) 2019/2088 and its technical standards, these include the Annex I entity-level PAI statement, mandatory for firms with more than 500 employees, and the Annex II to V templates for Article 8 and 9 products.
Regulators are checking fund names and sustainability claims for greenwashing, investors request PAI data in due diligence, and distributors ask for the voluntary European ESG Template (EET). The regulatory framework is also moving. The Commission's November 2025 SFDR 2.0 proposal would replace Articles 6, 8 and 9 with three categories, each with a 70% investment threshold. It is still in trilogue, and Deloitte and Linklaters estimate it will apply between late 2028 and 2030.
This list is for heads of sustainability, compliance officers, fund operations teams, CFOs and COOs at asset managers, private equity and venture capital firms, real asset managers, banks and insurers. It compares 10 platforms and shows whether each calculates SFDR data, produces disclosure documents or distributes them, and whether it is software or a managed service.
Quick Comparison of SFDR Reporting Software
| Software | Founded | Core Focus | Primary Role | Target Clients | Geographic Coverage | Notable Strength |
|---|---|---|---|---|---|---|
| Clarity AI | 2017 | SFDR data, PAI calculation and disclosure templates | Data and documents (software) | Asset managers, asset owners, banks, wealth managers | Global | Pre-filled Annex I to V reports and EET from one platform |
| FE fundinfo | 2019 (as a merged brand) | Regulatory document production and fund data distribution | Documents and distribution (software and services) | Fund managers, platforms, distributors | Europe, UK, Asia-Pacific | Multi-language Annex I to V documents plus 140,000+ share-class EETs |
| Clearstream Fund Services (formerly Kneip) | 1993 | Fund regulatory disclosure and filing | Documents and distribution (managed service) | Asset managers, management companies | 40+ countries, Luxembourg-led | Template-based SFDR documents, EETs and CSSF filing |
| Datia (Connect Earth) | 2019 | SFDR calculations and periodic reporting | Data and documents (software) | Asset managers, banks, wealth platforms | Europe and US | Automated Annex IV and V periodic reports with PAI and EET outputs |
| Novata | 2021 | Private-markets ESG data and PAI reporting | Data (software and advisory) | PE and private credit GPs, LPs, portfolio companies | US, Europe, Asia | Fund and entity-level PAI calculation from portfolio company data |
| Position Green | 2015 | Sustainability reporting software, now including Greenomy | Data (software and advisory) | PE firms, asset managers, banks, corporates | Nordics and Europe | Portfolio surveys with automatic PAI calculation |
| Apiday | 2021 | ESG reporting for private capital and SMEs | Data (software) | PE and VC funds, LPs | Europe (23 countries) | Questionnaire-based collection with data audit and LP reporting |
| ESGTree | 2020 | Private-markets ESG and SFDR data management | Data (software and advisory) | PE, VC, development finance institutions, banks | International, private markets focus | PAI automation at fund and entity level |
| GRESB | 2009 | ESG benchmarking and PAI reporting for real assets | Data (software) | Real estate and infrastructure managers | Global | Asset-level PAI data turned into SFDR PAI reports |
| Confluence Alternative Funds Reporting Platform | 1991 (Confluence) | Regulatory reporting for private and alternative funds | Documents (software) | Private fund managers, AIFMs, fund administrators | Global, strongest in US and Europe | SFDR pre-contractual, periodic and website disclosures beside AIFMD and Form PF filings |
How We Chose These SFDR Reporting Software
We started from a long list of ESG data providers, fund reporting services and sustainability platforms, and kept only those that directly support SFDR disclosure work. Each was assessed on six criteria:
| Disclosure output | Whether the tool produces the documents themselves (the Annex I entity-level PAI statement, Annex II to V product templates and website disclosures) or only supplies the data behind them. |
| PAI data and estimates | Support for all 18 mandatory PAI indicators plus optional ones, how data gaps are filled, and whether reported and estimated values are clearly separated for auditors and regulators. |
| Regulatory alignment | Links to the EU Taxonomy, the sustainable investment and do-no-significant-harm (DNSH) tests, the EET, and a credible plan for the proposed SFDR 2.0 categories. |
| Asset class fit | Listed equity and bonds, private equity and venture capital, private debt, real estate, infrastructure or funds of funds, since data collection differs sharply across them. |
| Controls and integration | Audit trails, version history, review workflows, APIs and links to portfolio and fund administration systems. |
| Client suitability | Fit for a boutique manager with a few Article 8 funds versus a global group reporting on hundreds of products, and whether the offer is self-service software or a managed service. |
This is a desk-research comparison of vendor documentation, announcements and regulatory texts as of November 2026, not a hands-on product test. Well-known ESG data providers such as MSCI, ISS STOXX and Morningstar Sustainalytics were left out because they mainly supply PAI data rather than produce the disclosures. Data exchanges and pure data engines were excluded for the same reason.
Top 10 SFDR Reporting Software
The platforms below are grouped by primary role: end-to-end reporting and document production first, then private-markets data collection, then specialists for real assets and alternative funds. The order reflects use case, not a score.
1. Clarity AI
Clarity AI is a sustainability technology company that uses machine learning to assess companies, funds and governments. Its SFDR solution covers entity-level PAI statements, Article 8 and 9 templates and the EET. Clarity AI is most relevant to asset managers and banks that want the underlying data and the finished SFDR documents from the same provider.
Key Features
| End-to-end SFDR reporting | Generates the Annex I entity-level PAI statement and Annex II to V templates, so teams no longer draft each Article 8 or 9 fund document by hand. |
| Broad data coverage | Covers over 70,000 companies and 430,000 funds, so most listed holdings have PAI data without manual research. |
| Sustainable Investment tool | Applies the Article 2(17) test, including DNSH and good governance checks, to support Article 9 classification decisions. |
| EET and MiFID II support | Produces the European ESG Template and sustainability preference data from the same dataset, keeping distributor files consistent with fund disclosures. |
| SFDR 2.0 Check | Tests existing funds against the proposed Sustainable, Transition and ESG Basics categories, helping teams plan reclassification early. |
Industries Served
- Asset management
- Asset owners and pension funds
- Wealth management
- Retail and private banking
- Insurance
Pros
- One of the few providers combining large-scale ESG data with full template generation
- Early mover on SFDR 2.0 scenario testing
- AI assistant explains PAI results in plain language for non-specialist teams
- Recognised with Environmental Finance's 2026 award for risk and reporting assessment tool of the year
Cons
- Methodology for estimated data is not fully published on its product pages
- Built mainly for listed assets, with limited depth for private portfolio companies
- Its September 2026 combination with Glass Lewis may bring product and branding changes during integration
- Pricing is not public
Best For
Asset managers and banks with mainly listed portfolios that want PAI data, templates and the EET from a single platform.
2. FE fundinfo
FE fundinfo is a fund data and technology company that manages regulatory documents and data for fund managers and distributors. For SFDR, it covers the full chain from data ingestion and PAI calculation to producing pre-contractual, periodic and entity-level documents, and distributing them with the EET. It suits fund groups with large, multi-country share class ranges.
Key Features
| Regulatory document production | Generates Annex II to V documents as PDFs in multiple languages, removing a major bottleneck for funds sold across several EU markets. |
| Entity-level PAI statement | Produces the Annex I statement from validated data, keeping entity and fund figures aligned. |
| EET production | Calculates and produces the European ESG Template, drawing on more than 140,000 share-class EETs held in its fund database. |
| Dissemination network | Sends documents and data to platforms, regulators and distributors, so updates reach the market without manual uploads. |
| Data validation | Checks incoming ESG data before calculation, so errors are caught before they reach published documents. |
Industries Served
- Asset management
- Fund platforms
- Wealth management
- Private banking
- Insurance (unit-linked products)
- Financial advice
Pros
- Covers document production, EET and distribution in one service
- Multi-language output suits cross-border fund ranges
- Deep links into the fund distribution ecosystem
- Recent acquisitions of Contengo and Finscape expand its data and intelligence offer
Cons
- Needs a third-party ESG data provider for the underlying sustainability data
- Less suited to private markets funds with bespoke data collection needs
- Breadth of services can mean a longer onboarding project
Best For
UCITS and AIF managers with many share classes that need SFDR documents and EETs produced and distributed at scale.
3. Clearstream Fund Services (formerly Kneip)
Clearstream Fund Services provides fund data management and regulatory disclosure services, built on Kneip, which Deutsche Börse acquired in 2022 and is now folding into Clearstream. Its reporting and disclosure service includes an all-in-one ESG solution for EU SFDR and UK SDR. The service is aimed mainly at asset managers and management companies that prefer to outsource document production.
Key Features
| Template-based SFDR documents | Produces pre-contractual and periodic disclosures from customisable templates, keeping wording consistent across fund ranges. |
| EET production and access | Produces EETs and offers access to over 40,000 EETs in CSV, FundsXML and Openfunds formats, useful for both manufacturers and fund-of-fund managers. |
| Regulatory filing | Handles CSSF filings, reducing the operational load on Luxembourg-domiciled funds. |
| UK SDR support | Covers SDR alongside SFDR, helping groups that market funds in both the EU and the UK. |
| Fund data management | Centralises static and regulatory fund data so every document draws from one source. |
Industries Served
- Asset management
- Management companies (ManCos)
- Fund administration
- Transfer agency
- Private banking
Pros
- Serves around 450 asset managers and 10,000+ funds
- Strong in Luxembourg, Europe's largest fund domicile
- Backed by Deutsche Börse infrastructure
- Combines EU and UK disclosure regimes
Cons
- Not an ESG data provider, so PAI data must come from elsewhere
- Ongoing rebrand from Kneip may cause short-term confusion for buyers
- Better suited to established fund ranges than to small first-time managers
Best For
Luxembourg and cross-border fund managers that want SFDR documents, EETs and filings handled as a managed service.
4. Datia (Connect Earth)
Datia is a Stockholm-headquartered sustainable finance data and reporting platform, acquired by Connect Earth in September 2025. It combines portfolio calculations, PAI indicators, sustainable investment assessments and EET exports, and offers preconfigured Annex IV and V periodic reports. Asset managers and banks in Europe and the US reporting on several Article 8 or 9 funds benefit most.
Key Features
| Periodic Annex templates | Automates data population and assembly of Annex IV and V periodic reports, cutting the manual drafting that peaks every reporting season. |
| PAI calculation | Calculates portfolio and entity-level PAIs from uploaded holdings and sourced data, so fund and entity figures come from the same calculation engine. |
| Fund look-through | Handles underlying exposures in funds of funds, giving a truer PAI picture than top-level fund identifiers. |
| EET export | Produces European ESG Template data from the same calculations, keeping distributor files consistent with disclosures. |
| Mixed data inputs | Combines in-house data, external providers and portfolio snapshots through APIs, so firms are not locked into one data vendor. |
Industries Served
- Asset management
- Banking
- Wealth management
- Fund platforms
- Insurance investment
Pros
- One of few tools whose documentation describes producing periodic Annex reports, not just data
- Flexible data sourcing suits firms that already license ESG data
- Connect Earth ownership extends the offer into an end-to-end platform for banks
Cons
- Pre-contractual Annex II and III generation is less clearly documented than periodic reporting
- Product branding and roadmap may shift as Connect Earth integrates Datia
- Pricing is quote-based and depends on funds, assets and datasets
Best For
European asset managers that want to automate periodic SFDR reports, PAIs and EET data together.
5. Novata
Novata is a public benefit corporation backed by the Ford Foundation, S&P Global, Hamilton Lane and Omidyar Network. It helps private markets investors collect, manage and report ESG data from portfolio companies. Its SFDR tools collect PAI data, calculate fund and entity-level PAIs and support Article 8 and 9 reporting for general partners and their LPs.
Key Features
| PAI Automation Tool | Calculates and aggregates PAIs at fund and entity level from portfolio company data, cutting spreadsheet work at year end. |
| Portfolio company data collection | Sends structured requests to portfolio companies and tracks who has responded, so gaps show up early. |
| Framework builder | Maps one data collection to SFDR, LP questionnaires and other frameworks, so companies are not asked the same question twice. |
| Advisory support | Offers help with fund classification and PAI statement reviews for teams new to SFDR. |
| Bank and lender reach | The October 2025 acquisition of Atlas Metrics extends the platform to banks and lenders in Europe. |
Industries Served
- Private equity
- Private credit
- Venture capital
- Limited partners and fund-of-funds
- Banking and lending
Pros
- Built specifically for private markets workflows
- Supports 400+ clients and 13,000+ companies after the Atlas Metrics deal
- Strong investor backing and a mission-led structure
- Combines software with advisory support
Cons
- Not suited to listed equity or bond portfolios
- Data quality depends on portfolio companies responding accurately
- Full Annex template generation is not clearly documented
Best For
Private equity and private credit managers that need to gather PAI data from portfolio companies and report it to LPs.
6. Position Green
Position Green is a Swedish-founded sustainability reporting software company serving more than 800 clients. In 2025 it acquired Morescope and Greenomy, adding EU Taxonomy and sustainable finance capabilities. Its SFDR reporting software helps investors survey portfolio companies, calculate PAIs automatically and decide on Article 8 or 9 positioning, alongside corporate CSRD reporting.
Key Features
| Portfolio company surveys | Collects PAI data directly from holdings, filling the gaps third-party data providers leave in unlisted portfolios. |
| Automatic PAI calculation | Turns survey answers into fund and entity-level indicators without manual spreadsheet work. |
| EU Taxonomy capability | Greenomy's taxonomy engine supports alignment assessments that feed SFDR disclosures. |
| Article 8 and 9 advisory | Combines software with expert guidance on classification and disclosure choices. |
| CSRD link | Uses the same platform portfolio companies may already use for CSRD, easing data requests. |
Industries Served
- Private equity
- Asset management
- Banking
- Real estate
- Manufacturing and other corporates
Pros
- Serves both investors and their portfolio companies on one platform
- Strong Nordic and European client base
- Software plus advisory model suits teams with limited in-house SFDR expertise
Cons
- Annex template generation is not prominently documented
- Integration of two recent acquisitions is still under way
- Less depth in listed-securities data than the large data providers
Best For
Nordic and European investors, especially private equity firms, that want SFDR and portfolio company CSRD reporting in one tool.
7. Apiday
Apiday is a Paris-based ESG reporting platform founded in 2021 that serves private capital investors and SMEs. It supports SFDR, EU Taxonomy and CSRD compliance through structured data collection from portfolio companies and LP-ready reporting. It raised a €10 million Series A in July 2024 and suits small and mid-sized PE and VC funds.
Key Features
| Portfolio company questionnaires | Sends SFDR-aligned questionnaires to portfolio companies, giving smaller funds a structured way to gather PAI inputs. |
| Data audit | Lets investors review and challenge submitted data before it reaches disclosures, improving reliability. |
| LP reporting | Produces investor-ready ESG reports from the same dataset used for SFDR. |
| Multi-framework coverage | Supports SFDR, EU Taxonomy and CSRD, so the same portfolio company data can meet all three requirements. |
| SME-friendly onboarding | Designed for companies with little sustainability reporting experience, which improves response rates. |
Industries Served
- Venture capital
- Private equity
- Limited partners
- Climate and impact funds
- SMEs and scale-ups
Pros
- Accessible for emerging and mid-sized fund managers
- Covers 3,000+ companies in 23 European countries
- Client case studies cite support for Article 9 classification
Cons
- Europe-focused, with limited reach elsewhere
- Smaller company with a shorter track record than established providers
- Detail on PAI calculation and Annex template output is limited on public pages
Best For
European VC and growth equity funds that need an affordable way to collect portfolio data for SFDR and LP reporting.
8. ESGTree
ESGTree is an ESG data and advisory platform for financial institutions, with roots in Canada's Velocity incubator and a focus on private markets. Its SFDR tools collect sustainability data from portfolio companies, then calculate and aggregate PAI indicators at fund and entity level. It suits private equity, venture capital and development finance investors that need structured portfolio data.
Key Features
| PAI automation | Calculates and aggregates SFDR indicators at fund and entity level, replacing year-end spreadsheet consolidation. |
| Portfolio company collection | Uses a secure, multi-user environment to request and review data from investees, improving completeness. |
| Configurable frameworks | Maps one data collection to SFDR, TCFD, ILPA and PRI requests, so portfolio companies answer fewer questionnaires. |
| Fund-of-funds views | Gives funds of funds, individual funds and portfolio companies their own dashboards and analytics. |
| Implementation support | Offers expert help turning regulatory metrics into questionnaires for teams new to SFDR. |
Industries Served
- Private equity
- Venture capital
- Development finance
- Banking
- Pension funds
- Impact investing
Pros
- Built around private-market data collection, where third-party data is thin
- Collaboration with the ESG Data Convergence Initiative (EDCI) eases data submission for its members
- Lets the same portfolio data support SFDR, climate and LP reporting
Cons
- Public pages do not clearly confirm generation of Annex II to V templates
- Data quality depends on portfolio companies responding accurately
- Smaller vendor with a lower profile in the EU than European competitors
Best For
Private equity, venture capital and development finance investors that need fund-level PAI collection and aggregation.
9. GRESB
GRESB is an ESG benchmark for real assets founded in 2009, used by real estate and infrastructure managers worldwide. Its SFDR Reporting Solution collects asset-level PAI data and turns it into PAI reports that feed product and entity-level disclosures. For managers already taking part in the GRESB Assessment, it lets existing real-asset data feed SFDR reporting.
Key Features
| Asset-level PAI collection | Centralises the data needed for real estate PAIs such as fossil fuel exposure and energy-inefficient assets, which issuer-level providers do not cover. |
| Automatic PAI reports | Generates SFDR PAI reports and data exports after submission, saving drafting time at the 30 June deadline. |
| GRESB Estimation Model | Lets real estate users fill gaps with estimated data, with the method documented. |
| Assessment data reuse | Transfers information between the SFDR and GRESB Assessments, so the data is entered only once. |
| Investor sharing | Shares reports with investors through the GRESB Portal, supporting LP due diligence. |
Industries Served
- Real estate investment management
- Infrastructure funds
- REITs
- Pension funds and institutional investors in real assets
- Real estate developers
Pros
- Purpose-built for real estate and infrastructure PAIs
- Data already familiar to institutional investors through the GRESB benchmark
- Supports year-on-year comparison of PAI data
Cons
- Not suitable for listed equity, bond or private equity funds
- Most efficient for managers already taking part in GRESB Assessments
- Does not produce the full Annex II to V templates, so a separate document tool is still needed
Best For
Real estate and infrastructure fund managers that want to turn GRESB asset data into SFDR PAI disclosures.
10. Confluence Alternative Funds Reporting Platform
Confluence is a regulatory reporting and data technology company founded in 1991. Its Alternative Funds Reporting Platform produces SFDR pre-contractual, periodic and website disclosures, along with EET data, beside filings such as AIFMD Annex IV and Form PF. Private and alternative fund managers can run SFDR through the same platform as the rest of their regulatory calendar.
Key Features
| SFDR document templates | Produces pre-contractual, periodic and website disclosures from managed templates, reducing manual drafting across fund ranges. |
| EET output | Generates European ESG Template data and related ESG templates for distributors from the same platform. |
| Multi-regime reporting | Runs SFDR alongside AIFMD Annex IV, Form PF, PRIIPs KIDs and Luxembourg and Irish regulatory filings, so SFDR deadlines sit in the same calendar as other filings. |
| Private markets focus | Designed for private and alternative funds, whose data and documents differ from UCITS ranges. |
| SFDR data partnership | A 2023 partnership with Manaos added SFDR data and reporting capabilities for Confluence clients. |
Industries Served
- Private equity and private credit funds
- Hedge funds
- Real estate funds
- Fund administration
- Asset servicing
Pros
- Combines SFDR with the wider filing calendar alternative managers already run
- Long track record in fund regulatory reporting
- Covers both document production and EET data
Cons
- PAI calculation is not described on the product page, so ESG data may need to come from elsewhere
- Broad platform may be more than a manager needs if SFDR is its only regulatory gap
- Pricing is not public
Best For
Alternative and private fund managers that want SFDR disclosures produced inside the same platform as their other regulatory filings.
How to Choose the Right SFDR Reporting Software
The right platform depends on where your data comes from, what you invest in and which disclosures take most of your team's time. The most useful demo uses one of your own funds and produces the actual documents you file, not just an ESG dashboard. Use these five tests to narrow the shortlist.
Ask for the Actual Disclosures, Not Just the Data
Ask each vendor to run one sample fund through the full set: the Annex I entity-level PAI statement where it applies, the relevant Annex II or III pre-contractual template, and the Annex IV or V periodic report. Confirm whether website disclosures are covered too. Many providers only supply PAI data or an EET file, which is not a complete disclosure package. If drafting dozens of funds in several languages is your bottleneck, prioritise a document engine; if the numbers are the problem, prioritise data.
Match the Platform to Your Asset Classes
Listed-equity data providers cover tens of thousands of public issuers but little on unlisted companies. Private equity, venture capital and private debt managers need a tool that collects PAI data from portfolio companies, chases missing answers and flags estimates. Real estate and infrastructure managers need energy and fossil fuel data at asset level. If you run a mix, check that one tool can combine these sources into a single fund-level PAI figure.
Trace PAIs Back to Their Sources
In the demo, pick one emissions indicator and one social indicator and ask the vendor to trace each to its source. Check the definitions, denominators, holding dates and treatment of missing values, and whether reported and estimated data are separated. Then ask how the tool keeps the EU Taxonomy, the sustainable investment test, DNSH and good governance checks distinct, since they are related but separate assessments.
Test Audit Trails, Version History and EET Output
Change a holding, correct a PAI input and regenerate last year's report. The system should record who changed what and when, keep the previously published version and show the recalculation. If your funds are sold through platforms or banks, check that the EET comes from the same data as your disclosures and can be sent to distributors without re-keying. The EET is a voluntary industry template, but distributors rely on it to meet their own MiFID II and IDD obligations.
Cost the Full Set-Up and Check SFDR 2.0 Readiness
Ask for a proposal covering software fees, ESG data licences, the number of funds and ISINs, entity reporting, look-through, language versions, EET output and any managed services. Confirm where analytics end and publishing begins, since some vendors sell them separately. Finally, ask how the vendor will handle the proposed SFDR 2.0 categories, 70% threshold and exclusions once the text is final, without changing reports already published.
Which SFDR Reporting Software Is Right for Your Needs?
| Business Type | Recommended Type of Provider | Why |
|---|---|---|
| Boutique or mid-sized asset manager with a few Article 8 or 9 funds | All-in-one reporting software, such as Clarity AI or Datia | A single platform handles PAI data, calculations and documents, so a small team can manage reporting without extra hires |
| Large asset manager with many funds and share classes | Data and reporting platform plus a document and EET production service, such as Clarity AI with FE fundinfo or Clearstream Fund Services | Needs broad issuer coverage, plus template production and distribution at scale across languages and markets |
| Private equity, venture capital or private debt manager | Private-markets data collection platform, such as Novata, ESGTree, Apiday or Position Green | PAI data must come from portfolio companies, so collection workflow and LP-ready reporting matter most |
| Alternative fund manager with wider regulatory filings | Multi-regime regulatory reporting platform, such as Confluence | SFDR documents sit in the same workflow as AIFMD Annex IV, Form PF and other filings |
| Real estate or infrastructure fund manager | Asset-level real-asset platform, such as GRESB | Real asset PAIs depend on building and asset data, not issuer data |
| Management company or fund administrator serving many sponsors | Managed disclosure service, such as Clearstream Fund Services or FE fundinfo | Produces documents for many fund ranges, with approval workflows and filing support |
| Bank, insurer or wealth manager distributing third-party funds | EET data and distribution service, such as FE fundinfo or Clearstream Fund Services | The priority is receiving and checking manufacturers' EET data to meet MiFID II and IDD sustainability preference rules |
Conclusion
Choosing SFDR reporting software starts with the disclosures you actually have to publish, not the size of an ESG database. Weak data or manual templates lead to inconsistencies across pre-contractual documents, periodic reports, website disclosures and EET files, and those inconsistencies now draw regulator and investor attention.
Clarity AI and Datia calculate data and produce reports; FE fundinfo, Clearstream Fund Services and Confluence focus on document production and distribution; Novata, ESGTree, Apiday and Position Green collect and calculate private-market PAI data; and GRESB serves real assets. A single subscription will rarely cover every stage, especially for managers operating across several asset classes or markets.
Start from your own priorities. Prepare a sample fund with difficult holdings, missing data and two reporting periods, and ask two or three shortlisted vendors to produce the exact disclosures you need, show the calculations and export the evidence. Then confirm how each will handle SFDR 2.0 once the rules are final, while keeping today's disclosures accurate.
Sources
This comparison draws on product pages, methodology documents and announcements from the vendors profiled: Clarity AI, FE fundinfo, Clearstream, Datia and Connect Earth, Novata, Position Green, Apiday, ESGTree, GRESB and Confluence. Regulatory details come from the SFDR texts published on EUR-Lex (Regulation (EU) 2019/2088 and Delegated Regulation (EU) 2022/1288), FinDatEx for the European ESG Template, and analysis of the SFDR 2.0 negotiations by Deloitte and Linklaters. Acquisitions and funding were checked against ESG Today, FinTech Global, TechCrunch and Business Wire. All information was reviewed in November 2026; vendor capabilities change often, so confirm details in a demo.
.png%3Falt%3Dmedia%26token%3D79a58d15-a2a6-4f5d-8159-934d176376f5&w=1920&q=90)
.png%3Falt%3Dmedia%26token%3D2151caf5-5e9d-470a-b1dd-a1d5eca8a179&w=1920&q=90)
.png%3Falt%3Dmedia%26token%3D68581a84-bbb5-482d-aee7-fbbc8075a47a&w=1920&q=90)
.png%3Falt%3Dmedia%26token%3Dffd7bd4f-9e9b-4265-9b66-1fbc60eca486&w=1920&q=90)
