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ESG investing in practice

Keep ESG reporting reliable. For financial institutions, the challenge is keeping ESG classification and reporting reliable while SFDR and CSRD keep changing.

 

Covering instrument-level data, SFDR tooling and preference-aligned reporting, the report includes a maturity model to assess where your institution stands and how to reach the next level. 

 

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Written by

Frank Schooneveldt

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Sustainability is now part of how financial institutions build, classify and report on savings and investment portfolios. At the same time, the rules keep changing: the Omnibus I Directive has reshaped the scope of CSRD, and SFDR is moving towards three new product categories. In our report, “ESG investing in practice: How data, regulation and digital tooling shape sustainable portfolios”, we look at how institutions can make ESG work in day-to-day operations.

Summary

In “ESG investing in practice”, Frank Schooneveldt, Managing Director of Akkuro Savings & Investments, examines how ESG is integrated into savings and investment portfolios, with a focus on regulation, data and technology. The report explains why consistent, instrument-level data and adaptable reporting frameworks are becoming essential for accurate classification, reporting and oversight. Download the report to learn how to make ESG integration credible and repeatable.

By the end of 2025, Article 8 and 9 funds together managed €7.1 trillion, close to 60% of the European fund market by assets. Yet an estimated 90% of wave 2 companies still collect sustainability data in spreadsheets. The proposed SFDR categories make classification more of a data question than a disclosure exercise. Morningstar estimates that a large part of today’s Article 8 assets may not meet the ESG Basics criteria, so institutions will need reliable instrument-level data to test products against the new criteria and reclassify them where needed.

The report shows how financial institutions can:

  • Interpret ESG scores from data providers that each use their own methodology, such as MSCI, Sustainalytics, S&P Global and LSEG

  • Prepare classification and reporting for the move to three SFDR categories: Transition, ESG Basics and Sustainable

  • Replace manual reconciliation with a consolidated, instrument-level data pipeline and a single audit-ready source for reporting

  • Link client sustainability preferences to portfolio metrics and meet the MiFID II requirement to capture and act on them

  • Assess their own position with a five-level ESG integration maturity model

Download the full report and learn how to make ESG integration credible and repeatable as SFDR and CSRD evolve.