German independent model portfolio provider
EUR 30 million in AuM
Building Sustainable Portfolios with Seamless Access to Market-leading ESG and SDG Data
Soehnholz ESG GmbH is a German pioneer of science-based sustainability-first ETF and equity portfolios. They have been working with ESG data since its creation in 2016, utilizing large established data vendors as well as smaller, newer approaches/vendors.
Soehnholz ESG was looking for an ESG-ratings provider with very broad company coverage, up-to-date data, and best-in-universe scores for their sustainable model portfolios and ETF selection. The company was especially attracted to Clarity AI’s broad coverage, best-in-universe scores, and granular data.
Only with Clarity AI's ESG Analysis Solution
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01
Market-leading coverage across metrics in one single place
2-13x the coverage of other providers. All required E, S, G, and SDG-data as well as controversies from a single platform
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02
Custom evaluation schemes
Best-in-universe scores and customization capabilities based on the client’s internal methodology, e.g. how to handle missing data
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03
Data Transparency
All data is fully granular, which allows for a better understanding of each E, S and G-scoring down to information about data sources
Clarity AI allows us to create small- and midcap SDG-focused portfolios which significantly differ from portfolios based on data from other sustainability data providers. Also, with Clarity AI data we can select sustainable ETFs based on provider-independent best-in-universe scores.”
The results
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Reliable, high-quality data
AI reliability algorithms are implemented for high-quality data, complemented with direct data from companies
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Seamless integration into workflow
1-click portfolio upload to receive immediate evaluation
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Superior customer service
Support from Clarity AI’s Success team to ensure a clear understanding of the methodologies and data in a timely manner
Research and Insights
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May 7, 2024 · 4 min readRegulatory Compliance
A New Era in ESG Oversight: Clarity AI and Next Gate Tech Integration for...
The Sustainable Finance Disclosure Regulation (SFDR) mandates asset managers to report on the sustainability impacts of their investments, focusing on Principal Adverse Impacts (PAIs). June 2024 marks the deadline for th...
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May 1, 2024 · 4 min readRegulatory Compliance
Simplifying Article 29 LEC: A Practical Overview for Financial Institutions in France
Since its implementation three years ago, Article 29 of France’s Energy and Climate Law (Article 29 LEC) has been essential in promoting transparency and accountability in the disclosure of climate-related and environm...
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April 16, 2024 · 2 min readMini podcast
Regulatory Update: Trend of Rules for Female Representation on Boards
Transcript: Aligned with the broader goal of advancing social sustainability, there is a growing trend of regulations seeking to improve gender equality within the corporate world. One key initiative is the EU’s Ge...
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