More data. Greater precision. Faster results. Same regulatory standards.
ATOZ ESG Solutions supports investment funds in meeting both their ESG obligations and ambitions through a methodology that combines experienced ESG experts with artificial intelligence. The result: reliable analysis, auditable data, and reporting that meets the expectations of both investors and regulators.
Why choose the ATOZ ESG
Solutions approach?
A methodology designed around the operational realities of investment funds,
minimising internal workload while maximising strategic value.
Human at the
core
AI is our tool, not our product. You work alongside experienced ESG professionals who understand your business.
Superior
quality
Automated benchmarking and in-depth data analysis ensure a high level of precision and consistently strong standards.
Reduced
workload
Save valuable time. We build the groundwork upfront, allowing you to focus on strategic control.
Confidentiality
Secure, sovereign data. Our infrastructure is ISO 27001-certified, giving you complete peace of mind.
AI-supported double materiality
assessment for private market funds
You share your portfolio data
You provide fund documentation (PPM, ESG policy; pre-contractual and - periodic SFDR disclosures) and basic portfolio company information. We complete a regulatory gap analysis within a short timeframe.
We implement and monitor your
compliance
Our experts review and improve current disclosure gaps, establish data collection protocols for portfolio companies, design fund-specific sustainability indicators, and design a transition roadmap for SFDR 2.0.
We bridge your SFDR compliance gaps
We map your current SFDR disclosures against regulatory requirements and identify gaps in: environmental and social characteristics, sustainability and PAI indicators, sustainable investment assessment methodology, and binding pre-contractual commitments.
Based on the disclosure gaps identified in your SFDR report, we leverage our AI-supported expertise to guide your portfolio companies in providing the necessary data and information to ensure compliance.
AI-supported double materiality
assessment for private market funds
You share your portfolio data
You provide fund documentation (PPM, ESG policy; pre-contractual and - periodic SFDR disclosures) and basic portfolio company information. We complete a regulatory gap analysis within a short timeframe.
We bridge your SFDR compliance gaps
We map your current SFDR disclosures against regulatory requirements and identify gaps in: environmental and social characteristics, sustainability and PAI indicators, sustainable investment assessment methodology, and binding pre-contractual commitments.
Based on the disclosure gaps identified in your SFDR report, we leverage our AI-supported expertise to guide your portfolio companies in providing the necessary data and information to ensure compliance.
We implement and monitor your
compliance
Our experts review and improve current disclosure gaps, establish data collection protocols for portfolio companies, design fund-specific sustainability indicators, and design a transition roadmap for SFDR 2.0.
Your data
remains yours
Data confidentiality is non-negotiable. Before you even need to ask, here is our answer.
ISO 27001 certification
Your portfolio company data remains confidential. We operate under the international information security standard and Luxembourg data protection requirements for financial market participants.
Protected AI usage
Your data is never used to train third-party LLMs. Our AI-supported analysis processes portfolio company information in a dedicated, controlled environment.
Secure, private cloud
All portfolio company data is uploaded through encrypted channels to our Luxembourg-hosted secure environment.
Expertise & credibility
ATOZ Group — 20 years of excellence
ATOZ ESG Solutions has established itself as a specialised consulting boutique with a strong focus on sustainability and is part of ATOZ Tax Advisers, a large tax advisory firm with 20 years of experience in Luxembourg fund regulation and structuring.
Fit4Sustainability accredited
Recognised by the Luxembourg's Ministry of Economics and Finance for corporate sustainability advisory expertise.
Multilingual advisory —
EN / FR / DE / LU
We advise Luxembourg AIFMs in their working language. SFDR disclosures and investor communications delivered in the language of your LP base.
Double Materiality for SFDR Compliance
We apply an Impact-Risk-Opportunity (IRO) assessment methodology to your portfolio companies to generate SFDR-required outputs:
• Material positive impacts -> positive contribution evidence (Art. 2(17))
• Material negative impacts-> PAI indicator consideration
• Financial risk assessment -> sustainability risk integration (Art. 6)
This CSRD-SFDR bridge is our core differentiator.
Why Luxembourgish AIFMs choose ATOZ ESG Solutions
The SFDR compliance landscape has fundamentally shifted. SFDR 2.0's product categories (Transition, ESG Basics, Sustainable) will impose 70% investment thresholds, mandatory exclusions, and ongoing monitoring by 2028-2029.
Our clients engage us when they recognize three realities:
1. Their current SFDR disclosures present compliance gaps
2. Portfolio company ESG data is unavailable or very difficult to collect
3. LPs due diligence increasingly scrutinize ESG commitments and processes
We help AIFMs prepare now — not react in 2028.
SFDR Regulatory Compliance
SFDR 2.0 transforms disclosure labels into binding product categories. Your Article 8 fund's pre-contractual commitments (minimum sustainable investments, exclusions, sustainability indicators) will become investment constraints subject to depositary monitoring. We verify your current disclosures comply with CSSF expectations and prepare you for SFDR 2.0's 70% investment thresholds.
LP Due Diligence & ESG Documentation Institutional investors (LPs) now demand documented evidence of SFDR compliance: sustainability indicator methodologies, PAI consideration processes, and proof that portfolio investments meet disclosed thresholds. We prepare comprehensive due diligence responses backed by:
• Auditable portfolio company ESG data collection processes
• Sustainable investment assessment methodology documentation (positive contribution, DNSH, good governance)
• Real-time tracking of binding pre-contractual commitments
Portfolio Company Data Collection
The CSRD Omnibus package removed most private equity portfolio companies from mandatory sustainability reporting. This means AIFMs must collect ESG data directly from investee companies. We apply an Impact-Risk-Opportunity assessment framework to your portfolio companies to generate the data points the SFDR requires you to report on.
Sustainable Investment Evidence Generation
SFDR 2.0's 70% investment thresholds require documented evidence that portfolio investments contribute to environmental or social objectives. We help AIFMs structure their investment processes to generate this evidence:
• Portfolio company IRO assessments that demonstrate positive contribution
• KPI design for sustainability indicator tracking (pre-investment and ongoing)
• Financial risk integration showing sustainability factors affect valuations
SFDR 2.0 Early Mover Advantages
Most Luxembourg AIFMs are (still) focused on SFDR 1.0 compliance. We prepare clients for SFDR 2.0's product category framework by:
• defining their Product category strategy (which funds qualify for Transition/ESG Basics/Sustainable?)
• establishing their Data infrastructure for 70% investment threshold monitoring
• implementing and monitoring the exclusion list Position your fund as SFDR 2.0-ready. The window to prepare is open.
Why Luxembourg AIFMs choose ATOZ ESG Solutions
The SFDR compliance landscape has fundamentally shifted. SFDR 2.0's product categories (Transition, ESG Basics, Sustainable) will impose 70% investment thresholds, mandatory exclusions, and ongoing monitoring by 2028-2029.
Our clients engage us when they recognize three realities:
1. Their current SFDR disclosures present compliance gaps
2. Portfolio company ESG data is unavailable or very difficult to collect
3. LPs due diligence increasingly scrutinize ESG commitments and processes
We help AIFMs prepare now — not react in 2028.
SFDR Regulatory Compliance
SFDR 2.0 transforms disclosure labels into binding product categories. Your Article 8 fund's pre-contractual commitments (minimum sustainable investments, exclusions, sustainability indicators) will become investment constraints subject to depositary monitoring. We verify your current disclosures comply with CSSF expectations and prepare you for SFDR 2.0's 70% investment thresholds.
LP Due Diligence & ESG Documentation Institutional investors (LPs) now demand documented evidence of SFDR compliance: sustainability indicator methodologies, PAI consideration processes, and proof that portfolio investments meet disclosed thresholds. We prepare comprehensive due diligence responses backed by:
- Auditable portfolio company ESG data collection processes
- Sustainable investment assessment methodology documentation (positive contribution, DNSH, good governance)
- Real-time tracking of binding pre-contractual commitments
Portfolio Company Data Collection
The CSRD Omnibus package removed most private equity portfolio companies from mandatory sustainability reporting. This means AIFMs must collect ESG data directly from investee companies. We apply an Impact-Risk-Opportunity assessment framework to your portfolio companies to generate the data points the SFDR requires you to report on.
Sustainable Investment Evidence Generation
SFDR 2.0's 70% investment thresholds require documented evidence that portfolio investments contribute to environmental or social objectives. We help AIFMs structure their investment processes to generate this evidence:
- Portfolio company IRO assessments that demonstrate positive contribution
- KPI design for sustainability indicator tracking (pre-investment and ongoing)
- Financial risk integration showing sustainability factors affect valuations
SFDR 2.0 Early Mover Advantage
Most Luxembourg AIFMs are (still) focused on SFDR 1.0 compliance. We prepare clients for SFDR 2.0's product category framework by:
- defining their Product category strategy (which funds qualify for Transition/ESG Basics/Sustainable?)
- establishing their Data infrastructure for 70% investment threshold monitoring
- implementing and monitoring the exclusion list
Position your fund as SFDR 2.0-ready. The window to prepare is open.
Ready to adopt our methodology?
A 30-minute discussion is enough for our team to assess your needs and how we can help you.
No strings attached. Free of charge.
