SFDR Article 8 Disclosure Support for European Investment Funds

• Developed Article 8-aligned environmental and social characteristics for five funds• Supported annual reporting on progress toward sustainability targets

Longevity Partners supported a European investment manager in meeting Sustainable Finance Disclosure Regulation (SFDR) Article 8 requirements across five investment funds. The project involved defining and documenting the environmental and social characteristics promoted by each fund, ensuring alignment with regulatory expectations and investor transparency standards. Working in close coordination with the client’s sustainability and compliance teams, Longevity Partners developed robust disclosure frameworks that articulated measurable ESG objectives and methodologies. Beyond initial disclosures, the engagement extended to periodic reporting, with annual updates tracking progress against the stated environmental and social targets. This ongoing support helped the client strengthen regulatory compliance, enhance investor confidence, and embed sustainability performance monitoring into long-term fund management practices.

• Real Estate Specialism: Every tool, insight and recommendation is tailored to the built environment’s unique regulatory landscape. • Unrivalled Regulatory Coverage: With comprehensive, real-time updates across the EU, APAC and the soon North America (Autumn 2025), Longevity offers global reach with local relevance.• Proven Track Record: We have delivered over 600 EU Taxonomy assessments and supported SFDR disclosure for 25 investment funds.• Tangible Outcomes: Clients reduce compliance risk, access financial incentives, and build investor trust through credible, confident reporting.