SFDR Ready in one Week.
Treety SFDR Academy combines comprehensive training, practical examples and our online annex builder tool, helping you to prepare your SFDR disclosures in over the course of 5 live interactive classes and a few hours of homework!
The Curriculum at a Glance
We tailor all training so that it covers what applies to you.
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Monday: SFDR Overview & Key Concepts
Learn about the fundamentals of SFDR and decide your appoach
This session is FREE*
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Tuesday: Introduction to the Annexes.
Rules for writing Annexes along with practical examples, and an introduction to the Annex Builder tool
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Wednesday: Investment Strategy & Allocations
Work with our faculty on defining your E&S Characteristics / Objectives, and asset allocation as per SFDR
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Thursday: PAIs & Sustainable Investments
Tackle the central SFDR requirements around Principal Adverse Impacts through a dedicated deep dive session
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Friday: Putting it All Together and FAQs
Pending topics including data collection requirements, Q&A, & polishing your finished disclosures!
Schedule your first free SFDR academy session today
We run SFDR Academy every-other week. Expect a tailored learning experience in a small group setting with 2-3 impact-minded VCs.
The first session will give a full overview of your requirements and obligations, helping you decide on next steps around SFDR.
Through the rest of the week, you’ll create all your SFDR disclosures under our guidance. Most of our graduates are SFDR-ready by the end of that week.
To join, simply choose the date in the calendar on the right and share your details.
Don’t just take our word for it
Here’s what our graduates have to say!
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“Treety saved us months of work by guiding us through the maze that is SFDR and hand held us through each step of the process. Five one hour sessions and some follow ups for document editing and we had our complete report that we could take to our compliance officer and shared with confidence! It has also been invaluable in moving conversations forward with our LPs. I recommend to any fund manager, save yourself headache and valuable time.. got through the academy!”
Audrey Alevina, Partner @ Dhow Kimura -
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“We are thrilled to be working together with Treety. Their flexible tools are a solution for SFDR, EU Taxonomy, and Sustainability risk reporting for all investment strategies under our management (SFDR Article 6, 8 & 9)”
Suzanne Rosman
Business Development Manager at Privium Fund Management -
![Roel Van Reenen]()
“Our experience with Treety’s SFDR Academy and following support was very positive. Their flexible approach, responsiveness and expertise were key in navigating the unclear regulatory landscape. Their ongoing guidance ensure that our operations aligned effectively with SFDR rules and regulations.”
Roel Van Reenen, Investor @ No Such Ventures
What You Get
SFDR Training
Report Examples & Resources
SFDR Annex builder
Straightforward, to-the-point training
We've spent half a year building a comprehensive curriculum with subject matter experts. We're tailoring all training so that it covers precisely what applies to you, while ensuring clarity and simplicity.
All packaged in beautiful instructional design.
Practical, Example-based Annex writing and supporting resources
We’ve reviewed dozens of real-world disclosures from relevant funds and keep following latest regulatory guidelines to ensure that you build a pragmatic long term SFDR strategy.
Stay up-to-date with all the requirements and Best Practices, as well as find most relevant examples through our growing library published SFDR disclosures from funds all over the EU.
Output precisely in-line with regulatory expectations
Not only do we reduce the time needed to complete an SFDR annex to a few hours, instead of weeks - but most importantly, the output of the Annex builder is a 100% match with official SFDR annex templates. It’s also continuously updates with any guideline, regulatory or market changes.
We cover:
Pre-Contractual & Web Disclosures for Article 8 & 9
Entity level PAI statements & overview of Article 6 disclosures
Periodic Disclosures for Article 8 & 9* (via Treety SaaS License)
Built alongside the experts
The SFDR Academy was built by the Treety team with the help of dedicated industry experts, who actively assist us in developing internal clarity on practical applications of the regulation and stay on top of the latest developments in this space
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Jeff Gomez
Product Lead & Cofounder at Carbon Equity, Jeff brings in years of hands on experience on formal Environmental Data collection and Footprinting, as well as it’s application from an investment context
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Lex Keukens
Attorney at law & Partner at TeekensKarstens advocaten, Lex is actively involved in developing the legal practise around SFDR within his firm
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Suzanne Rosman
Associate Director & ESG Lead at Privium Fund Management - Suzanne is directly responsible for SFDR Implementation, ESG policy development and ESG monitoring & reporting at Privium
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Liesbeth Rutgers
Liesbeth is an active board member of various foundations & pension funds in the Netherlands, apart from decades of experience with portfolio management with the likes of Robeco
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Tal Ullmann
Tal Ullmann is an independent consultant working extensively with institutional investors on the development of sustainable investment strategies and policies, ESG data, and SFDR
