SOF Group is based in London and is comprised of Substance Over Form Ltd. (“SOF”) and SOF Infrastructure Ltd. (“SOFI”). Our niche expertise are the 3 R’s: Risk, Reporting and Regulation. If your business activities involve alternative investments (in particular private equity, private debt, infrastructure, real estate) and regulated institutional investors (insurers, pensions, banks, asset managers and Alternative Investment Fund Managers), we are the right choice for you.
Our integrated approach combining the ongoing operational reporting, the event-driven consulting as well as our exclusive focus on alternative investments are the reason why so many tier 1 clients have been working with us for many years.
your priorities are our priorities
if we say it, we do it
if we do it, we do it right
one team spirit to master various challenges
Private Equity
Private Debt
Real Estate
Infrastructure
Insurers
Pension Funds
Banks
AIFMs and GPs
SOF was founded in 2014 and provides regulatory investor reporting services (Solvency II, VAG, Basel II / MaRisk BA / VaR / CRR / GroMiKV, ESG incl. EET / Art. 8 Taxonomy Reporting) for Alternative Investment Funds (AIF) with a total fund value of over 213 bn EUR. Furthermore, we provide individual management consulting services to our institutional clients and thus contribute to their success with our highly specialised know-how and experience.
SOFI was founded in 2017 and is focused on infrastructure investments (direct / indirect, debt / equity). We support our clients with a broad range of services including independent regulatory validations (“qualifying infrastructure” under Solvency II and CRR II), transaction and rating model audits as well as development of tools and models. SOFI reviewed over 100 infrastructure assets including the underlying financial and rating models with a direct investments value of over 3 bn EUR since its establishment.
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February,2026Press Release: RiskConcile expands pan-European footprint with acquisition of London-based SOF
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September,2025SOF Crystal Clear: Sustainable Finance Update & ESG Reporting 2025 for Institutional Investors
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September,2024SOF Crystal Clear: Risk & Regulatory for Alternative Investments – BAI ESG Template (Taxonomy + CSRD), SFDR / EET, TPT 7.0, VAG/AnlV Update, CRR 3
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August,2024SOF Crystal Clear: Risk & Regulatory for Alternative Investments – CSRD / ESRS, SFDR / PAI, Taxonomy, Solvency 2, CRR 3, VAG
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October,2023SOF Crystal Clear: Regulatory ESG Reporting for EU Investors & Alternative Investments in 2023
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ESG & Sustainable Finance are key drivers of a sustainable world. SOF is an active contributor to the sustainable finance sector through a range of ESG services for alternative investments. SOF ESG Reporting Services cover the ongoing reporting via the European ESG Template (EET) as well as the BAI Art. 8 Taxonomy +CSRD / ESRS Reporting for NFRD / CSRD investors.
SOF ESG Consulting Services are tailored to the individual project needs of the client and include management consultancy with regard to the implementation of processes and products based on the EU ESG regulations incl. SFDR, EU Taxonomy, NFRD, CSRD, ESRS and further EU frameworks.
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