COMPLY/Portfolios
COMPLY
Portfolio dashboard
Portfolio-level SFDR classification, taxonomy alignment, PAI summary, climate risk aggregate — with deadline countdown and report queue.
Funds under coverage
3
Article 6 / 8 / 9 mix
Total AUM
1.7B EUR
Avg compliance score
88.0%+1.40%
Next deadline
47d
SFDR periodic · Article 9
Art.9Northflow Nordic Equity Article 9
480M EUR · NO · UCITS
Taxonomy aligned
78.0%
Compliance
94.0%
Physical risk
0.28
FV delta
-2.4%
Art.8Northflow Sustainable Multi-Asset Article 8
920M EUR · LU · UCITS
Taxonomy aligned
46.0%
Compliance
88.0%
Physical risk
0.36
FV delta
-3.1%
Art.6Northflow Diversified Article 6
320M EUR · NO · UCITS
Taxonomy aligned
18.0%
Compliance
82.0%
Physical risk
0.46
FV delta
-4.2%
Compliance pipeline · next 90d
- SFDR periodic disclosure · Article 947d
- PAI statement vintage refresh62d
- CSRD set-2 sector consultation response73d
- Annex II · Article 8 funds81d
Reg changes affecting you
- SFDR Q3 amendmentThreshold 85% for Article 9 — your Art.9 fund at 78%.
- ESMA PAI marketing Q&AUse latest vintage — refresh needed.
- CSRD sector-specific draftComment period open · review by 73d.