EuroComply360
EU Taxonomy Compliance Guide

EU Taxonomy for Institutional Investors

EU Taxonomy implications for institutional investors with European real estate allocations. SFDR product classification and PAI reporting automation.

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Key Challenges

The Core Problem

Aggregating Taxonomy alignment percentages from diverse real estate holdings and fund structures.

What Makes This Different

Investors report portfolio Taxonomy % for SFDR. Requires look-through to underlying real estate assets.

1

Look-through Taxonomy data

2

SFDR product classification

3

PAI indicator alignment

What You Need

  • Fund Taxonomy disclosures
  • Direct property assessments
  • Article 8/9 requirements

What You Get

  • Portfolio Taxonomy report
  • SFDR periodic disclosure

Frequently Asked Questions

Article 8/9 funds must disclose % Taxonomy-aligned investments.

EU Taxonomy Compliance for Other Roles

EU Taxonomy Alignment for Asset Managers

Investment fund managers with real estate portfolios

EU Taxonomy Reporting for REITs and SOCIMIs

Listed real estate investment trusts

EU Taxonomy Data for Property Managers

Property and facility management companies

EU Taxonomy Alignment for Real Estate Developers

Companies developing new construction projects

Related Regulations

CSRD

EU directive requiring large companies to disclose sustainability information using ESRS standards.

ESRS

Technical standards for CSRD reporting covering environmental, social and governance topics.

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EuroComply360 helps Institutional Investors collect data, generate reports, and track deadlines automatically.

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This guide provides general information only. For official compliance advice, consult qualified professionals.