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Streamline EU Sustainable Finance Disclosure Regulation (SFDR) disclosures

The EU Sustainable Finance Disclosure Regulation (SFDR) brings a market requirement for the automation of SFDR annexes. Asset Managers can no longer rely on traditionally manual or legacy processes to support the disclosure process. ArcPro® is purpose-built for the creation and management of high- volume multilingual prospectuses, pre-contractual disclosures (PCD), periodic disclosures (PD) and web disclosures for Article 8 and Article 9 funds.

ArcPro® is purpose-built to support your SFDR disclosure obligations.

Content Sharing

Built-in efficiencies help you share content across disclosures – allowing a single change to be propagated across multiple document instances.

Regulatory Compliance

DFIN uses the latest pre-contractual and periodic disclosure reporting templates as prescribed by the regulation, so you can be confident you’re compliant.

Secure

ArcPro meets critical business continuity, information security and information risk management standards, ensuring your information is protected and safe.

Multilingual

Manage multi-language versions of documents with ease and publish language versions in real-time, while ensuring consistency with the base language version.

DFIN is well-positioned to help you be SFDR compliant

ArcPro enables you to handle both pre-contractual disclosure and periodic disclosures. You can depend on the regulatory knowledge of DFIN’s professional service team to provide guidance and ensure compliance throughout the disclosure process.

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60M PDF pages every year

As a global market leader, DFIN publishes in excess of 60 million PDF pages every year. You can therefore be confident that DFIN can support the heavy workload and high volume of documents that the SFDR regulation demands.

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80% of the world’s largest asset managers

In fact, ArcPro has been providing document automation to investment companies for over a decade. 80% of the world’s largest asset managers choose DFIN software and solutions to support their reporting needs.

Customer Support Customer Support

Stay SFDR compliant and manage your workload and your risk.