Copernicus Wealth Management Inks Deal to Provide Best-in-Class Sustainability Analytics Capabilities from Clarity AI
With demand for sustainable investments growing at 109%, the need to offer Swiss clients robust solutions is clear
October 13, 2022 – Zurich. Copernicus Wealth Management, a Swiss leading wealth manager with offices in Lugano and Zurich, today announces they are entering a three-year agreement with Clarity AI, a global sustainability and data science technology platform.
Through the partnership, Copernicus wealth management will include Clarity AI‘s sustainability insights into their investment decisions. Relying on big data and machine learning, Clarity AI assesses the sustainability and impact of a portfolio’s investments. Its database covers more than 50’000 companies, 300’000+ funds, 198 countries and 188 local governments. Copernicus will be able to better understand the true impact of companies and build portfolios that better reflect ESG preferences and concerns, whilst reporting on them in a simple and intuitive way.
Marco Boldrin, CEO at Copernicus Wealth Management:
“In Switzerland alone, over the past few years, sustainable investments have been growing at around 30% per year. Remarkably, only last year, sustainable investments mandates showed the highest growth rate of 109%. At Copernicus, we wanted to invest in a market leader, reliable and easy-to-use solution that could fulfill our investment needs but also with what regulators are asking in terms of monitoring and reporting. We are all very excited to work with Clarity AI going forward.”
Quentin Dehem, Head of Strategic Clients for Europe at Clarity AI:
“Our solutions combine advanced technology with a deep expertise in sustainability measurement frameworks and regulations to ensure the highest accuracy and breadth of coverage in the market. We are thrilled to work with Copernicus to help them with their reporting needs and their ESG analysis and portfolio construction. This is a step forward in our mission of bringing societal impact to markets.”
About Copernicus Wealth Management
Copernicus Wealth Management is one of the top 50 Swiss wealth managers. Founded in 2016, Copernicus offers Asset Management, Risk Management, Family Office and Wealth Planning services. Part of the Copernicus Group, together with Thalia Capital Advisors and the recently acquired Finpartners SA, Copernicus Wealth Management is a FINMA approved and regulated financial service company with offices in Lugano and Zurich.
About Clarity AI
Clarity AI is a sustainability technology platform that uses machine learning and big data to deliver environmental and social insights to investors, organizations, and consumers. As of August 2022, Clarity AI’s platform analyzes more than 50,000 companies, 300,000 funds, 198 countries and 188 local governments – 2-13 times more than any other player in the market – and delivers data and analytics for investing, corporate research, benchmarking, consumer ecommerce and reporting. Clarity AI has offices in North America, Europe, and the Middle East, and its investor client network is currently managing more than USD 30 trillion in assets, representing around 25% of the assets under management globally. clarity.ai. Media Contact: Edelman (clarityAI@edelmansmithfield.com)