SFDR PAI Statement Workbook
14 Mandatory Indicators (Annex I Table 1)
Compute all 14 mandatory SFDR principal adverse impact indicators for investee companies, in the Annex I Table 1 format.
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Financial market participants that consider principal adverse impacts must publish a PAI statement every year by 30 June, in the Table 1 format of Annex I to Delegated Regulation (EU) 2022/1288. This workbook computes the 14 mandatory indicators for investee companies from a holdings register.
- Holdings register for up to 100 investees: current value of investment, enterprise value (Annex I definition), Scope 1, 2 and 3, revenue, and the flags and metrics behind indicators 4 to 14.
- PAI Statement sheet in the Table 1 layout: indicator, metric, Impact [year n] computed, Impact [year n-1] for your prior figure, Explanation and Actions columns for the narrative the regulation expects.
- Formulae verified against the regulation itself: GHG emissions attributed by current value over enterprise value; carbon footprint per EUR million invested; GHG intensity weighted by portfolio share over revenue. Every share-of-investments and weighted-average indicator built the same way and documented.
- Definitions sheet states the method for every indicator so an assurance provider can follow the working.
Pairs with the Bindler PCAF calculator, which uses the same enterprise value definition. Covers investee company indicators; sovereign and real estate tables are not included. Live formulas, no macros, no locked cells. Excel and Google Sheets.
What is inside
1 Excel workbook (.xlsx), sheets: Guide, PAI Statement, Holdings, Definitions and sources
Use it if
You are a financial market participant publishing the annual PAI statement by 30 June.
Not for
You need the sovereign or real estate indicator tables; this covers investee companies.
Sheet previews
How buying works
- Choose a licenceSingle user for one person, team for up to 10, consultancy to use with clients. The buttons above go to the Gumroad page.
- Pay on GumroadCard or PayPal; Gumroad is the merchant of record and handles VAT and the receipt.
- Download the fileThe .xlsx arrives on the receipt page and by email. It opens in Excel and Google Sheets; nothing to install.
- Use itYellow cells are inputs, blue cells are formulas, every figure names its source. Questions: reply to the receipt; every reply is read and answered, usually the same day.
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