The synergy will bring enhanced portfolio insights and personalized client experiences for conscious investors
Zurich, July 18, 2024 – Clarity AI, the leading sustainability tech company, has onboarded Avalor Investment AG, a Swiss wealth manager specializing in portfolio management for private and family clients. This new partnership combines Clarity AI’s innovative technology and sustainability data analytics capabilities with Avalor’s expertise in portfolio management and client reporting.
This collaboration will allow Avalor’s clients to invest more sustainably, through access to broader and more granular data, and to heighten their understanding of sustainability frameworks with easy and automatic reporting capabilities. This will enhance the overall investment experience of Avalor’s clients and provide Avalor with a technological edge in managing their clients’ wealth.
“We are excited to amplify the impact of sustainability assessment in the wealth management landscape in Switzerland. By combining Avalor’s unique wealth management expertise with our cutting-edge technology, we foster sustainable portfolio management and a unique client experience around sustainable investing”, said Andri Stocker, Sales Director for the DACH region at Clarity AI.
A key factor in Avalor’s decision to partner with Clarity AI is the platform’s customizable reporting functionality. Recognizing the need for tailored solutions, Clarity AI empowers Avalor to create reports that align with their clients’ unique needs. This flexibility enables Avalor to deliver more advanced and personalized reporting.
“We are very much looking forward to this collaboration in order to reach the next level on our sustainable journey,” commented Gregor Perrot (CIO) and Carole Müller-Wildi (Partner and CSO) at Avalor.
About Clarity AI
Clarity AI is the leading sustainability tech company, leveraging advanced technology and AI to provide data-driven environmental and social insights to investors, corporates, governments, and consumers. AI has been at the core of Clarity AI’s offering from the start, supporting a fully flexible set of data solutions, insights, analytics capabilities, and tools used for portfolio management, corporate research and engagement, benchmarking, regulatory reporting, online banking, and e-commerce.
Within the investment sector, Clarity AI serves a direct network of clients managing over $60 trillion in assets and includes firms like Invesco, Nordea, Lazard Asset Management, and Santander. Our strategic partnerships with financial institutions such as BlackRock, the London Stock Exchange Group (LSEG), BNP Paribas, Caceis, or SimCorp, allow thousands of users to access Clarity AI advanced data analytics capabilities through their usual investment platforms, ensuring a seamless workflow experience. Additionally, our partnerships with platforms like Diligent, boasting one million users, or Klarna, currently reaching over 150 million online buyers, benefit corporates and consumers alike. Clarity AI has offices in North America, Europe, and the Middle East. For more information visit www.clarity.ai
About Avalor
Avalor Investment AG is one of the leading independent wealth managers in Switzerland. They offer to their private and family clients a comprehensive range of services in the areas of wealth management, investment advice, reporting and consolidation. Since their founding in 2005, clients have entrusted them with the care of CHF 2.5 billion in assets.
Contact Information:
For any related inquiries, please contact:
Media contact Clarity AI
Aspectus Group
ClarityAI@aspectusgroup.com
Media contact Avalor
Dr. Anja Römer, Partner
