All large (500+ employees) financial investment firms in the EU needs to comply with Sustainable Finance Disclosure Regulation (SFDR) regulations, fully enforceable as of 2023.
Navigating Sustainability Regulations with Data-Driven Solutions
Helping a European Pension Giant Navigate Sustainability Regulations with Data Automation
Achieving regulatory compliance is hard if your business is not data-driven.
In the face of this challenge, our client partnered with us to automate their data processes and guarantee overall compliance.
But the EU regulator’s deadline was looming, and our client needed a smart solution….fast.
Project Fact Sheet
Country
Netherlands
Primary Service
Data Automation
Project Timeline
Dec '22 - Apr '24
Technology
Alteryx, Microsoft SQL Server, Qlik Sense
Why is SFDR compliance challenging?
The data required for SFDR compliance is often hard to locate, missing 
, or difficult to access .
Problem Overview
Our client was facing a daunting challenge: new sustainability regulations required them to report on the environmental and social impact of their investments. Their key requirements were:
- Solution design thinking
- Expert recommendations for data automation
- Alteryx expertise
- Meeting the EU regulator’s compliance deadline
Their existing solution was too complex and was running well behind schedule.
To address these issues, Decision Crew analyzed their business processes to design a smart, dynamic solution to not only reduce complexity, but to enhance transparency.
Our Process
Dynamic business rule calculation to generate the appropriate SFDR measures.
Sourcing data from 3rd party vendors to collect all SFDR KPIs required for data automation.
Aggregating large investment sums by various entities and levels to ensure the appropriate calculations are in place.
Storing data into a Microsoft SQL database for historic tracking and data auditing.
Solution Overview
Our approach enabled us to deliver a comprehensive solution utilizing data automation and visualization.
Through a clear understanding of the requirements, we could accelerate the delivery of the project with a smart design:
- Data-driven Automation: Extracted and integrated data from various sources and used data-driven automation to calculate SFDR measures
- Automated Compliance Reporting: Enabled accurate and timely reporting through streamlined data collection
- Custom Excel Reports: Supporting data-driven decisions across the organization
- Strategic Consulting: Offered actionable recommendations to enhance compliance processes and operational efficiency
This project enabled our client to meet its compliance obligations, but also left them with an approach they could scale in the future.
Outcome
By implementing our Alteryx-based data automation solution, our finance client streamlined their operations, enabling smarter, data-driven metrics with ease. And they made the deadline!
Key Achievements:
- SFDR Compliance: Compliance was always priority 1 and to avoid financial penalties. We accelerated project delivery and improved the overall result
- A solution fit for the future: With careful design, our data crew designed a solution that can easily be expanded and maintained
- Automated Excel Reports: We created an automated, formatted Excel report that met the SFDR standards and eliminated manual tasks
This strategic shift not only streamlines their processes but also supports smarter, data-driven decision-making across the organization.
15
Unnecessary workflows removed
100
million rows processed