The "FCA SDR Regulation Agent" is an AI-driven software designed to help companies ensure their disclosures comply with the Financial Conduct Authority's Sustainable Disclosure Requirements (SDR). The software reviews and analyzes company disclosures, identifying potential gaps or non-compliance with regulatory standards. It provides insights to help businesses stay aligned with reporting requirements, minimizing the risk of regulatory penalties. Built for efficiency and accuracy, the tool is intended to support companies in maintaining transparency and meeting the evolving expectations of sustainability reporting.

Available Features:

Real-Time SDR Portfolio Assessment: Instantly evaluate how well your investment portfolio aligns with FCA SDR regulations. The agent uses both publicly available company data and investment-specific metrics, providing a comprehensive compliance snapshot that guides decision-making.

Peer Group Benchmarking: Benchmark your portfolio’s regulatory compliance against custom peer groups, comparing alignment across thousands of global listed companies. This feature delivers key insights on how your investments stack up relative to industry standards, enabling a strategic approach to sustainable investing.

Audit Trail for Traceability: All compliance analyses include a detailed audit trail, linking findings back to original data sources at the paragraph level. This transparency helps portfolio managers verify alignment and ensure accountability in their sustainability reporting.

Custom Alerts and Updates: Stay proactive with real-time alerts as regulatory requirements evolve. This feature helps portfolio managers remain current on regulatory changes and maintain ongoing alignment, avoiding potential compliance challenges.

No-Code Scorecard Builder: Adjust scorecard outputs to align with your chosen scoring methodologies utilising Sevva.

Who is it for?:

Regulatory and Compliance Teams: Leverage the FCA SDR Alignment Agent to monitor portfolio compliance with SDR regulations in real-time, ensuring regulatory obligations are met and minimizing compliance risks across investment portfolios.

Portfolio Managers: Use the FCA SDR Alignment Agent to ensure that investment portfolios are fully aligned with FCA SDR regulations, allowing for informed, compliance-driven investment decisions.

Investment Teams: Monitor regulatory alignment across portfolios to uphold transparency and avoid compliance risks associated with non-financial reporting.

Sustainability and ESG Analysts: Gain insights into how portfolio investments align with evolving sustainability and climate standards, supporting ESG-focused investment strategies.

Benefits:

Streamlined Regulatory Compliance: Automate the assessment of FCA SDR alignment, reducing manual effort and helping portfolio managers stay ahead of complex regulatory demands.

Increased Transparency and Accountability: With a clear audit trail, portfolio managers can confidently demonstrate regulatory alignment, reinforcing trust with stakeholders and meeting the highest standards of accuracy.

Strategic Benchmarking and Insight: Peer comparison provides valuable insights into the sustainability alignment of your investments, highlighting competitive advantages and areas for improvement.

Resource Efficiency: By automating alignment assessments, the FCA SDR Alignment Agent frees up time for portfolio managers and investment teams to focus on higher-value strategic activities.

Proactive Compliance Management: Real-time updates ensure that portfolio managers are prepared for regulatory shifts, minimizing compliance risks and providing peace of mind.