UK SDR

The UK Sustainability Disclosure Requirements (SDR) are new regulations aimed at enhancing transparency and trust in sustainable investment products. These rules require asset managers to provide detailed disclosures on the sustainability characteristics of their funds, significantly increasing reporting obligations.

Kneip offers comprehensive solutions to streamline compliance with these requirements, reducing the administrative burden and ensuring accurate, timely reporting. By leveraging Kneip’s expertise, asset managers can focus on their core activities while maintaining full regulatory compliance.

• Expertise and Accuracy – Kneip is specialized in regulatory compliance and have in-depth knowledge of the UK SDR requirements. This ensures that your reports are accurate and meet all regulatory standards, reducing the risk of non-compliance.
• Time and Resource Efficiency – Outsourcing the reporting process, you can save significant time and resources. This allows your internal teams to focus on core business activities rather than getting bogged down by complex reporting requirements.
• Scalability and Flexibility – We can easily scale our services to match your needs, whether you manage a few funds or a large portfolio. We offer flexible solutions that can adapt to changes in regulations or your business operations.
• Access to Advanced Technology – Use Kneip’s cutting-edge technology to streamline the reporting process. This not only enhances the efficiency and accuracy of report generation but also provides valuable insights through advanced data analytics.

• Facilitate data imports via flexible file formats on full and partial data sets
• Flexible data collection, maintenance and usage
• Configuration of UK SDR templates as per client’s visual identity (Consumer Facing Disclosure, Precontractual, On-going report)
• Scalable document production technology (200k docs produced annually)
• Workload management, with task management, notifications and dashboards
• Advanced workflow, to facilitate the collaboration between teams
• Document version management, to handle multiple versions and drafts simultaneously
• Robust controls on data received, missing data and flagging document format issues