Professional ESG Fund Prospectus Documentation Made Simple

Building trust with investors requires clear, comprehensive disclosure of your fund's environmental, social, and governance criteria. This ESG Fund Prospectus Supplement template helps asset managers, fund administrators, and investment firms document sustainability objectives, exclusion policies, and impact measurement frameworks in a structured, professional format.

Whether you're launching a new sustainable fund, updating existing ESG disclosures, or responding to regulatory requirements, this template streamlines the collection and organization of critical ESG information. It covers everything from investment universe definitions and exclusion criteria to impact metrics and reporting methodologies.

Designed for Asset Management Professionals

This template is purpose-built for:

• Asset Managers documenting ESG strategies for fund prospectuses and regulatory filings
• Fund Administrators gathering standardized ESG information from portfolio managers
• Investment Firms establishing consistent ESG reporting across multiple fund offerings
• Compliance Teams ensuring ESG disclosures meet regulatory and industry standards
• IR Teams communicating sustainability commitments to investors and stakeholders

Comprehensive ESG Framework Coverage

The form captures all essential elements of ESG fund documentation, including sustainability objectives aligned with UN SDGs or other frameworks, detailed exclusion criteria across environmental and social dimensions, positive screening methodologies, impact measurement approaches, and engagement strategies. This ensures your prospectus supplement provides the transparency today's conscious investors demand.

Streamline Your ESG Disclosure Process

Rather than managing scattered Word documents and email threads, collect all ESG fund information in one structured form. The built-in conditional logic adapts questions based on your fund's specific approach—whether you're using negative screening, positive screening, thematic investing, or impact-first strategies.

Once submitted, you can easily integrate this data into your broader fund documentation workflow. Need to route submissions for compliance review or automatically generate draft prospectus language? Connect this form to Stepper (stepper.io) to build automated workflows that move ESG disclosures through your approval process, update documentation systems, and keep stakeholders informed—all without manual handoffs.

Trusted by Financial Services Teams

Paperform is SOC 2 Type II compliant with enterprise-grade security features including data encryption, access controls, and audit trails—essential for handling sensitive fund information. With flexible deployment options, custom domains, and white-label capabilities, you can present this form as a seamless extension of your fund management platform.

Start documenting your ESG fund strategy with clarity and confidence, and show investors you're serious about sustainable investing.