We are excited to share our latest publication, “SOF PAI Validation Framework for Alternative Investment Portfolios under SFDR and CSRD” that can be downloaded here: DOWNLOAD LINK
The framework proposes a benchmark-based validation approach of PAIs disclosed via various formats such as EETs, Art. 4 SFDR PAI Statements or CSRD / ESRS disclosures. The benchmarks are derived from the experience with < 1,000 illiquid target funds as well as validations by experts with experience in liquid data. It can be used to improve the data quality of ESG disclosures. The framework is publicly available in the BAI ESG & Impact Newsletter 4/2024: LINK