ESG Invest Check | Apex Group

The ESG regulatory landscape is rapidly changing the way the financial industry operates.

Since March 10 2021, the EU Sustainable Finance Disclosure Regulation (“SFDR”) has set out the rules for financial market participants and financial advisers with regards to the integration of sustainability risks into their processes as well as the provision of sustainability-related information in ﬁnancial products.

The EU SFDR requires relevant firms to consider sustainability risks across various aspects of their operations including remuneration policies, risk policies, investment processes, product governance and wider internal systems. The EU Taxonomy regulation complements the SFDR by defining whether an economic activity constitutes an environmentally sustainable activity.

Download our latest EU SFDR Ebook

Act today for a sustainable tomorrow.

Register for a free consultation today

Learn how to generate your ESG score.

Invest Check helps you track performance and identify key gaps against an ESG data set based on all of the key regulations and industry standards such as the EU SFDR, ESG Data Convergence Project, TCFD, United Nations Principles for Responsible Investment (“UNPRI”), and the EU Taxonomy

Invest Check’s online questionnaire is easy and intuitive, allowing you to save progress as you enter your key data and return at any point to update your information. We manage the process for you from end-to-end to make it fast, relevant and accurate – alleviating stress and allowing you to focus on what you do best.

SFDR Timeline

Data collection, analysis and verification

Data is assessed by an objective, rules-based scoring system, as defined by global ESG standards and regulations
Invest Check provides you with a benchmark against your sector peers

Reporting

Quantifies alignment to regulations and standards with a rating out of 100
Highlights key gaps
Provides consolidated view of relevant ESG information
Periodic reporting which allows for tracking ESG performance over time
Ability to transfer ESG data seamlessly into SFDR templates to be displayed on your website and included in pre-contractual documentation

Improving performance over time

Comprehensive ESG Gap Analysis
Improve your company’s position to stay ahead of newly introduced legislation
Easily process your UNPRI submission with minimal stress
Identify, understand and act on key gaps in order for your company to work towards ESG best practice and improve your fund-raising efforts

In New Zealand, from 2023 it will be mandatory for all banks, asset managers and insurance companies with AUM greater than NZ$1 billion to disclose climate risks using the Task Force on Climate-related Financial Disclosures (“TCFD”) recommendations