S&P Global SFDR Sustainable Investment Framework

The S&P Global SFDR Sustainable Investment Framework dataset is a comprehensive dataset designed to help financial market participants comply with the Markets in Financial Instruments Directive (MiFID II) and the Sustainable Finance Disclosure Regulation (SFDR). It provides a detailed assessment of companies within portfolios or indices, determining their sustainability as per the SFDR definition of Sustainable Investment.

Our Sustainable Investment Framework leverages established S&P Global datasets, including the S&P Global ESG Raw Data, S&P Global Business Involvement Screens, S&P Global EU Sustainable Finance Disclosure Regulations (SFDR), and the S&P Global Trucost Paris Alignment dataset. By aggregating these component screens, the dataset provides a holistic view of sustainability across the entire S&P Global universe.

This dataset enables users to align their products with MiFID II and SFDR regulations, incorporating sustainability considerations into investment decision-making. This empowers investors to make informed choices based on the sustainability profile of the products they invest in.

This dataset includes:

- Good Governance Screening: Evaluates the governance practices of companies to ensure they meet sustainability standards
- Do No Significant Harm (DNSH) Screening: Examines the potential negative impacts of companies on the environment and society
- Positive Contribution Assessment: Identifies companies that actively contribute to environmental or social objectives