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    Sustainable Finance · EU RegulationSFDR Level 2 RTS · EU Taxonomy (EU 2020/852) · ESMA

    ESG SFDR Article 8/9 & EU Taxonomy Alignment Terminal

    Regulatory fund classification under SFDR Level 2 RTS, EU Taxonomy 3-step screening (SC / DNSH / MSS), Green Asset Ratio (GAR), and Principal Adverse Impacts (PAI) stress testing.

    SFDR KlassifizierungArtikel 6 / 8 / 9
    3-Stufen-TestSC + DNSH + MSS
    Green Asset RatioUmsatz, CapEx & OpEx
    PAI ComplianceTHG, Diversity, Waffen

    Fund & Financial Inputs

    Aligned Turnover
    39.6%
    €47,576,880 Taxonomy-aligned
    Green Asset Ratio (GAR)
    43.6%
    Weighted Green Asset Ratio

    Taxonomy KPIs Overview

    EU 2020/852
    Turnover65% eligible → 39.6% aligned
    €47,576,880
    Capital expenditure (CapEx)80% eligible → 48.8% aligned
    €17,078,880

    Regulatory Standards & ESMA Guidelines

    Article 8 vs Article 9 differences?

    Article 8 funds promote environmental/social characteristics, while Article 9 funds have sustainable investment as their primary objective and require >=85% sustainable asset allocation with audited DNSH compliance.

    How does the EU Taxonomy 3-step test work?

    An activity is taxonomy-aligned if it (1) makes a Substantial Contribution to at least 1 of the 6 environmental objectives, (2) Does No Significant Harm (DNSH) to the other 5, and (3) complies with Minimum Social Safeguards (MSS).

    Looking to audit your fund for SFDR Level 2 RTS compliance and taxonomy alignment?Request ESG Audit