SFDR Report
The SFDR report gives you a clear view of sustainability risks and Principal Adverse Impact (PAI) indicators for your real estate portfolio, as required by the EU Sustainable Finance Disclosure Regulation. With this feature, you can easily meet these requirements by aggregating and presenting data on fossil fuel exposure, operational performance, and valuation metrics - both for individual buildings and your entire portfolio.
Access the report
Select ESG reports from the left-side menu.
Select SFDR Dashboard to access the report.
Filters in the report
You can adjust the data displayed in the report using the filters in the top bar of the platform.
1. Portfolio filter
Use this filter to choose which part of your portfolio you want to analyze.
You can select:
Regions, countries, or buildings (based on geography or custom structure)
Building attributes like type, ownership, or status
2. Building dropdown
Use this dropdown to select one or more buildings for detailed analysis.
3. Filter panel
You can use the following filters to adjust the data displayed in the report:
Filter in filter panel | Options | Description |
|---|---|---|
Start date | 2020, 2021, 2022 and other applicable years | Select the starting year for which you want to view the data on the dashboard. |
Starting quarter | Q1-Q4, Q2-Q1, Q3-Q2, Q4-Q3 | SFDR reporting is based on quarterly data aggregation, so you can select specific combinations of quarters to display on the dashboard. This makes it easier to analyze data for funds with varying fiscal year start dates, as the first quarter can differ from one fund to another. |
Year | 1, 2, 3, 4, or 5 | Choose how many years of data to display in the bar chart and table, starting from your selected start date. You can select between 1 and 5 years for comparison. |
Display metric | Gross asset value (GAV), Area, Assets (Buildings) | View results in terms of GAV (in EUR), total area (sum), or building count. Please note that PAI 18-2 (GHG emissions) and PAI 19 (Energy intensity) results are not affected by this display metric filter. |
Visualizations and Insights
1. Top KPIs
Key performance indicators (KPIs)
Total market value: total valuation (e.g. market value, GAV, depending on the available data) of selected building(s).
Total area: total Energy reference area (ERA) for selected building(s).
Buildings: number of buildings selected.
Top KPIs respond to the report filter. If multiple years are selected, they will display the value for the latest year.
2. Bar chart component for each PAI
The chart component of the SFDR dashboard displays each PAI and its historical trend in a bar graph. What you see depends on the display metric you select in the report filter (e.g., GAV, area, or assets).
PAI 18-2 (GHG emissions) and PAI 19 (Energy intensity) results are not affected by this display metric filter.
Key performance indicators (KPIs)
PAI 17: % exposed to fossil fuel versus % not exposed.
PAI 18: % energy-inefficient assets versus % efficient.
PAI 18-2: absolute value of the total GHG emissions in kg CO₂eq.
PAI 19: absolute value of Energy consumption intensity in kWh/m², and missing data.
PAI 22: % non-vegetated land versus % vegetated land.
3. Table component for each PAI
The table component extends the chart component and displays the information in tabular form. What you see depends on the display metric you select (e.g., GAV, area, or assets).
PAI 18-2 (GHG emissions) and PAI 19 (Energy intensity) results are not affected by this display metric filter.
Key performance indicators (KPIs)
PAI 17: exposed to fossil fuel, not exposed to fossil fuel, and missing data.
PAI 18: efficient, inefficient, and not reported.
PAI 18-2: absolute value of the GHG emissions scope 1, scope 2, scope 3, unspecified scope in kg CO₂eq., and missing data.
PAI 19: absolute value of Energy consumption intensity in kWh/m², and missing data.
PAI 22: % vegetated land, % non-vegetated land, and missing data.
Important notes:
Missing data indicates that the building has incomplete information required for the dashboard to calculate KPIs. Common reasons for missing data include (but are not limited to):
PAI 17: no building valuation data available.
PAI 18-2: no resource consumption (e.g., electricity, natural gas) data available.
PAI 19: no Gross internal area (GIA) or resource consumption (e.g., electricity, natural gas) data available.
PAI 22: no Total surface area, vegetated area, or non-vegetated area data available.
Not reported in PAI 18: Indicates assets located in countries without a specific EPC standard.
4. Data coverage component for each PAI
The data coverage widget helps you understand how complete your portfolio data is for each PAI. Every PAI uses its own set of coverage metrics, and these metrics work independently.
This widget does not change based on the display metric you select in the report filter.
Key performance indicators (KPIs)
PAI 17: actual and missing data.
PAI 18: actual, estimated, and missing data.
PAI 18-2: actual, extrapolated, estimated, unspecified, and missing data.
PAI 19: actual, extrapolated, estimated, unspecified, and missing data.
PAI 22: actual and missing data.
5. Detailed breakdown
The Detailed Breakdown table provides all the key KPIs required for PAI reporting. By default, it displays data for the latest year. To view a specific year, select it using the filter options.
The detailed breakdown includes:
Building information
Fossil fuel exposure
EPC data
Energy consumption and intensity data
GHG emission data
Land artificialisation
Additionally, PAI 18-2 GHG-specific local filters are available within the detailed breakdown structure.
Download: You can export the table data to a CSV or Excel file by clicking the download icon above the table and selecting the desired format.