Periodic Report - Annex IV & V

Connect Earth aggregates sustainability information of +36,000 publicly traded companies, +210,000 publicly traded funds, and sovereign bonds of +210 nations. Additionally, Connect Earth has the infrastructure to map any ISIN to the underlying issuers, ensuring best-in-class coverage regardless of the instrument you're investing through.

It depends on the companies, funds, and bonds within your portfolio. Our team offers a data coverage check as part of the product demo. If you want to make a coverage check, reach out at www.connect.earth/demo. If your fund invests in non-public companies, Connect Earth can help you fill in the gaps with a Data Request solution. You can request sustainability data input directly from your investees.

Connect Earth combines its own research with multiple third-party data providers. This creates a complete data lake with multiple versions of the same data point. We have an internal quality assurance process to verify the data. Our team, then, selects the indicators with more documented and detailed data sources to select the best available source for any given KPI.

We do. PAI statements, EET files and periodic reports are kept in step with the latest version of each template and regulation, so an amendment doesn't turn into a project for your team. Regulatory upkeep stays with us.

SFDR 2.0 is the proposed overhaul of the current disclosure regime, still working through trilogue negotiations. The proposal introduces three sustainability categories in place of the current Article 8/9 split, alongside minimum exclusions, with reporting expected roughly 18 to 24 months after the rules are agreed. We're preparing for it now: the categories, thresholds and exclusions are proposals rather than settled rules, so we're building the flexibility to adapt as the text firms up rather than committing to today's draft.