The investment lifecycle
Sustainable investment is a lifecycle, not a checkbox.
Sustainability data informs investment decisions from the first assessment of an investment until exit. Trubient supports each stage of that lifecycle.
One platform from the first assessment to the final report.
Trubient provides the sustainability data that each stage of an investment requires.
Stage 1
Pre-investment
Targets are screened and assessed before capital is committed.
Stage 2
Post-investment
Holdings are monitored, and their improvement is tracked over time.
Stage 3
Reporting and audit
Disclosures are generated with complete supporting documentation.
Know what you are buying before you commit capital.
An investor needs to understand the sustainability profile of a target as well as its expected financial returns. That profile determines the regulatory classification of the investment, the expectations of limited partners and the reputational risk.
Current process
A full assessment takes weeks
The analyst requests sustainability reports from the target. The reports arrive as PDF files, some of them 200 pages long and some without a table of contents. The analyst reads each report to find the required metrics, copies the figures into a spreadsheet, converts units and cross-references the figures with other sources. A full due-diligence assessment takes several weeks.
Consequence. By the time the assessment is complete, the deal timeline has often moved on. Decisions are then taken on incomplete data, or opportunities are lost.
With Trubient
Structured data within hours
The target's documents are uploaded to Trubient, and AI agents process them in parallel. One agent handles the sustainability report, another the annual filing and another the questionnaire responses. Within hours, structured data across all 15 metrics is available, and each value is traced to its source page.
- Faster data extraction
- 96×
- Source attribution
- 100%
- Indicators
- 321
Your holdings keep changing after you invest.
The sustainability profile of a holding continues to evolve after the investment is made. Regulations also change, and limited partners expect ongoing transparency.
Continuous updates
Trubient detects automatically when a holding publishes a new sustainability report and tracks changes in its metrics over time. The holdings therefore do not need to be monitored manually.
Threshold alerts
Alerts can be set for the metrics that are relevant to each fund. Trubient sends a notification when a holding breaches an internal threshold or a regulatory requirement.
Portfolio analytics
Trubient aggregates sustainability data across the entire portfolio. It shows weighted averages, identifies the holdings that lag behind and tracks improvement over time.
SFDR 2.0 will change how your funds are classified.
In November 2025 the European Commission proposed a revision of the Sustainable Finance Disclosure Regulation that would assign financial products to categories with minimum criteria. The proposal has not been adopted and is the subject of negotiations between the Council, the European Parliament and the Commission.
The Council agreed its negotiating mandate on 24 June 2026. The Parliament's Economic and Monetary Affairs Committee adopted its report on 10 September 2026, and the Parliament confirmed the decision to enter negotiations in plenary on 7 October 2026. Negotiations between the three institutions begin in October 2026.
Under the Commission proposal, the rules would apply 18 months after the regulation enters into force. The Council and the Parliament both propose 24 months. Insurance-based investment products and pension products would receive a further 12 months for the category rules. The date of application therefore depends on when the regulation is adopted.
The proposal reuses the Article 8 and Article 9 labels with new meanings. A fund that is classified under Article 8 or Article 9 today would therefore need to be assessed against the criteria of the proposed categories.
| Category | Main criterion | Exclusions and conditions |
|---|---|---|
| Article 7: Transition | At least 70% of investments pursue a clear and measurable transition objective set by the product's binding strategy. The criterion can also be met by at least 15% taxonomy-aligned investments or by tracking an EU Climate Transition Benchmark or Paris-aligned Benchmark. | The Climate Transition Benchmark exclusions apply, together with the exclusion of companies that earn 1% or more of their revenue from coal. Companies that develop new coal, oil or gas projects and coal power companies without a phase-out plan are also excluded. Principal adverse impacts must be identified and disclosed. |
| Article 8: ESG basics | At least 70% of investments integrate sustainability factors beyond the management of sustainability risks, for example through a better ESG score or indicator than the investment universe or benchmark. There is no taxonomy route. | The Climate Transition Benchmark exclusions apply, together with the exclusion of companies that earn 1% or more of their revenue from coal. The exclusion of new fossil-fuel projects and the condition on principal adverse impacts do not apply. |
| Article 9: Sustainable | At least 70% of investments pursue a clear and measurable sustainability objective. The criterion can also be met by at least 15% taxonomy-aligned investments or by tracking a Paris-aligned Benchmark. The Parliament proposes raising the taxonomy route to 20%, and the Council keeps 15%. | The full Paris-aligned Benchmark exclusions apply, together with the exclusion of new fossil-fuel projects and of coal power companies without a phase-out plan. Principal adverse impacts must be identified and disclosed. |
| Article 9a: Funds of funds and combined products | A product that invests in other products may use the Article 7, 8 or 9 category if its holdings meet that category's 70% criterion and it applies that category's exclusions. | The exclusions of the category used apply. A fund of funds without a category discloses its composition and may not use sustainability terms in its name. |
| "Impact" designation | This is an optional addition for Article 7 and Article 9 products only. It requires a pre-defined impact theory and the measurement of impact. | No other product may use the word "impact" in its name. |
| Products outside the categories (Articles 6 and 6a) | All products continue to disclose how they integrate sustainability risks (Article 6). A product may mention sustainability factors only if they are not a central element, the information is kept out of the key information document, and it takes up less than 10% of the description of the investment strategy. | The product may not make sustainability-related claims in its name or in its marketing communications. |
Proposal under negotiation. The table follows the article numbering of the Commission proposal. The thresholds may change during the negotiations, and a delegated act will specify the indicators.
Trubient tracks a portfolio against the proposed criteria and shows whether each product would meet the criteria of its intended category. When the allocation of a fund changes, the effect on its category is visible before the next regulatory filing.
Give your auditors data they can verify.
Regulatory disclosures require data that auditors can verify. Trubient provides the documentation trail that supports each reported figure.
Regulatory reports
Trubient generates SFDR pre-contractual and periodic disclosures. It exports the data in the formats that regulators and depositaries require.
Complete audit trail
Every data point is timestamped and linked to its source. Auditors can verify any metric by opening the source page from which it was taken.
LP reporting
Trubient creates custom reports for investors. The reports show how their capital aligns with their sustainability mandates.
See how your portfolio would be classified under the proposed SFDR categories
In a demonstration, we will review your current holdings and show where each product stands against the criteria of the proposed categories.