AI, Webinars March 21, 2024 Ben Macdonald (CMSI Group), Greg Van Droogenbroeck (Lazard AM), Patricia Pina (Clarity AI)

Webinar: The Future of Sustainability Data in an AI-driven Market

Explore the dynamic data landscape in the sustainability industry and gain insight into the evolving needs and expectations of investors and their stakeholders as we navigate through key topics such as the demand for transparency in the sustainability industry, the evolution of data availability and accuracy over time, and where the marke...

AI, Webinars February 15, 2024 Gregory Van Droogenbroeck (Lazard Asset Management), Marsal Gavaldà (Clarity AI)

Webinar: AI-Powered Sustainability: Seizing Investment Opportunities for 2024

The Artificial Intelligence revolution is already having transformative effects across many sectors of the economy. AI is expected to contribute an astounding $15.7 trillion to the global economy by 2030, according to PwC. Embracing AI techniques empowers investors to easily integrate sustainability considerations into their investment pr...

Mini podcast, Regulatory Compliance January 26, 2024

Regulatory Update: 2024 sustainability Reporting: Alignment to the EU Taxonomy and Preparation for CSRD

Transcript 2024 is already proving to be a very busy year for sustainable finance regulation. One of the biggest developments relates to the first reporting period for companies subject to the Corporate Sustainability Reporting Directive -or CSRD-. Organizations currently subject to the NFRD will need to report for the first time under CS...

ESG Risk January 19, 2024 Luis Sanguineti, Ceila Falcón, Mouna Essakouti, Pablo Díaz-Varela

Unveiling the Trends: A Snapshot of Armament Manufacturing Investments in the Past Year

Over the past year, there has been an 11% increase in the count of funds investing in armament manufacturing companies In 2023, we have continued to witness crises and wars throughout the globe. Given this global context, Clarity AI performed an analysis to better understand potential consequences on the armament industry, and more specif...

Regulatory Compliance December 11, 2023 Anya Pineau, Thomas Willman, Alicia León Molina, Andrés Olivares, Ignacio Tamarit

Breaking the Perception of ESG Data Estimations

Estimations can help address ESG data challenges to unlock value for the private markets In recent years ESG has been a fixture in the headlines, with heightened interest from investors and growing concerns about the potential for greenwashing. The need for reliable data has become increasingly paramount. Nevertheless, a notable obstacle ...

EU Taxonomy, Regulatory Compliance, Whitepapers December 5, 2023 CDP and Clarity AI

Stronger together: Exploring the EU Taxonomy as a Tool for Transition Planning

CDP and Clarity AI analyze how the EU Taxonomy KPIs relate to the real economy transition In 2023, the full disclosure of EU Taxonomy metrics in annual reports became mandatory for companies subject to the EU’s Non-Financial Reporting Directive (NFRD). Europe was the first region to make taxonomy disclosures mandatory for over 2,000 com...

Regulatory Compliance December 1, 2023 Mónica Ramirez, Tom Willman, Pablo Díaz-Varela

3 Lessons Learned Using AI about the SFDR’s First Wave of Entity-Level PAI Reporting

Addressing the main challenges of SFDR entity-level PAI reporting On June 30th, the Sustainable Finance Disclosure Regulation (SFDR) entity reporting period concluded, marking the first deadline for applicable Financial Market Participants (FMPs) (1) to release their Principal Adverse Impact (PAI) statements, so-called entity-level PAI re...

Biodiversity, Webinars November 23, 2023 TNFD, WHEB Asset Management and Clarity AI

Webinar: Bridging the Gap: Integrating TNFD Recommendations into Decision-Making

The recently launched TNFD (Taskforce on Nature-related Financial Disclosures) final recommendations are set to be a pivotal framework for financial institutions, providing a foundation for addressing impacts and risks associated with nature and biodiversity. Get ready to take a practical approach to the TNFD framework with this webinar. ...

EU Taxonomy, Regulatory Compliance November 10, 2023 Gabriele Rossi

Singapore vs EU: Color-Coded Alignment Adds Complexity to the Interoperability of Global Sustainability Taxonomies

A sustainable taxonomy is a framework used to identify and classify economic activities based on their sustainability attributes Often recognized as a gold standard in this domain, the European Taxonomy is considered an example of taxonomy development. Its prominence has not only piqued the interest of investors keen on understanding thei...

Climate September 15, 2023 Andres Olivares, Berenice Altobello

1 in 5 companies have disparities between CDP GHG emissions reporting and their Sustainability Reports

Roughly 20% of instances showed significant variations of over a 50% difference in their values As the world transitions to a low-carbon economy, investors are recognizing the need to incorporate environmental, social, and governance (ESG) factors into their investment decisions. One of the most pressing ESG issues is climate change, and ...

Climate August 16, 2023 Pablo Diaz-Varela Pena, Luis Sanguineti

Only 1.5% of Global Investment Funds Are Aligned with a 1.5ºC Scenario and None Are Aligned when Scope 3 is Considered

There is a transition to a lower temperature but assets are still not aligned with Paris Agreement The Paris Agreement, adopted in 2015, is an international treaty under the UNFCCC to combat climate change. It aims to limit global temperature rise to below 2º C and strives for 1.5º C. The agreement outlines actions for […]

SDG Framework
Data Quality July 6, 2023 Ángel Agudo, Patricia Pina, Juan Diego Martin, Ron Potok, Chris Ciompi

Spotlight: Data Quality – Dimension 7, Point in Time

An Interview Series with Clarity AI Executive Team on the 8 Dimensions of Data Quality How does Clarity AI ensure its data is of the highest quality? Clarity AI uses an 8-dimension framework to ensure data is of the highest quality. Those dimensions are coverage, freshness / timeliness, accuracy, data updates, explainability, consistency,...

Data Quality June 22, 2023 Ángel Agudo, Patricia Pina, Juan Diego Martin, Ron Potok, Chris Ciompi

Spotlight: Data Quality – Dimension 6, Consistency

An Interview Series with Clarity AI Executive Team on the 8 Dimensions of Data Quality How does Clarity AI ensure its data is of the highest quality? Clarity AI uses an 8-dimension framework to ensure data is of the highest quality. Those dimensions are coverage, freshness / timeliness, accuracy, data updates, explainability, consistency,...

Data Quality June 8, 2023 Ángel Agudo, Patricia Pina, Juan Diego Martin, Ron Potok, Chris Ciompi

Spotlight: Data Quality – Dimension 5, Explainability

An Interview Series with Clarity AI Executive Team on the 8 Dimensions of Data Quality How does Clarity AI ensure its data is of the highest quality? Clarity AI uses an 8-dimension framework to ensure data is of the highest quality. Those dimensions are coverage, freshness / timeliness, accuracy, data updates, explainability, consistency,...

Regulatory Compliance June 5, 2023 Tom Willman, Claudia Goetz

Global Sustainability Regulatory Round-up: Updates for Asset Managers, Asset Owners and Wealth Managers

From SFDR developments to delays at the SEC to biodiversity in Japan – it’s been a busy month for sustainability regulations Last month witnessed significant sustainability regulatory developments across the globe, especially in relation to the EU Sustainable Finance Disclosure Regulation (SFDR), where the European Commission responde...

Data Quality June 1, 2023 Ángel Agudo, Patricia Pina, Juan Diego Martin, Ron Potok, Chris Ciompi

Spotlight: Data Quality – Dimension 4, Data Updates

An Interview Series with Clarity AI Executive Team on the 8 Dimensions of Data Quality How does Clarity AI ensure its data is of the highest quality? Clarity AI uses an 8-dimension framework to ensure data is of the highest quality. Those dimensions are coverage, freshness / timeliness, accuracy, data updates, explainability, consistency,...

Sustainable Investing
EU Taxonomy, Regulatory Compliance May 19, 2023 Oscar Gomez Fontana

EU Taxonomy Reporting: First look at the 2022 reported alignment of 400 European companies

The numbers are in! Companies are taking the EU Taxonomy regulation seriously and are actively working to align with it. As the world becomes increasingly aware of the impact of climate change, companies in the European Union are under more pressure than ever to align their practices with the EU Taxonomy regulation. This regulation aims [...

Regulatory Compliance, Webinars May 17, 2023 Tom Willman, Renato Coelho

WEBINAR – Overcoming Regulatory Confusion: Understanding Sustainable Investment Fund Frameworks

Regulators have been busy designing their respective regulatory regimes to ensure that capital can flow efficiently to sustainable companies. That objective is extremely complex even more difficult when we take into account that many investors have global interests and therefore will be impacted by multiple regimes. In practice, we see t...

Regulatory Compliance May 16, 2023 Renato Coelho

Analysis of Funds uses PAIs to Reveal Significant Differences Across Product Categories and Geographies

Performance and Strategy Across 27,000 Article 6, 8, and 9 Funds For socially responsible investors seeking to invest in companies that align with specific environmental and social goals, Article 9 funds (commonly referred to as dark green) have been a popular choice in the past. However, these funds have become increasingly scarce as we ...

Data Quality April 27, 2023 Ángel Agudo, Patricia Pina, Juan Diego Martin, Ron Potok, Chris Ciompi

Spotlight: Data Quality – Dimension 1, Coverage

An Interview Series with Clarity AI Executive Team on the 8 Dimensions of Data Quality How does Clarity AI ensure its data is of the highest quality? Clarity AI uses an 8-dimension framework to ensure data is of the highest quality.  Those dimensions are coverage, accuracy, freshness / timeliness, data updates, explainability, consistenc...

Climate, EU Taxonomy, Regulatory Compliance April 18, 2023 Luis Angolotti

The Fossil Gas Debate Turns to the Courts: Alignment under the EU Taxonomy

The Step Towards Banning EU labelling of fossil gas as ‘sustainable’ in the EU Taxonomy. In January of this year, fossil gas electricity generation was included in the EU Taxonomy as one of many activities that could potentially be considered green if they met certain technical criteria. As we anticipated, utility companies are facing...

AI, Climate, Webinars February 24, 2023 Jean Charles Prabonneau, Grace Brennan, Stephan Freelink (Finner)

Webinar: How Can Advanced Technology Help Source Scope 3 Data

Because Scope 3 emissions happen outside of a company's direct control, it is harder to access exhaustive and reliable data. However accounting for these carbon emissions is paramount to fighting climate change. In this webinar, experts from Clarity AI and Finner look at the gaps and questions that still persist on how to measure Scope 3 ...

EU Taxonomy, Regulatory Compliance January 30, 2023 Renato Coelho, Ani Widham

Only 14% of Article 9 Funds with an EU Taxonomy objective report on EU Taxonomy alignment

Clarity AI reviewed EETs from 356 Article 9 funds that have provided periodic reporting data in their EETs since October 2022. Out of those funds, 57 report having an EU Taxonomy Alignment objective that is greater than 0, but only 14%, are actually reporting what their EU Taxonomy Alignment value is. Therefore 86% of funds […]

Regulatory Compliance, Webinars January 19, 2023 James Alexander (UKSIF), Chris Dodwell (Impax AM), Thomas Willman and Johanna Conil-Lacoste (Clarity AI)

SDR: How Can the UK Build an Effective Regulatory Framework?

The UK has a unique opportunity to build a robust regulatory framework, in light of the SFDR already implemented in the EU. Experts from UKSIF, Impax AM and Clarity AI discuss the market expectations on the Sustainability Disclosure Requirements (SDR), and how it compares to the current sustainable finance regulations in place.

Regulatory Compliance December 12, 2022 Tom Willman

The European Supervisory Authority further clarifies SFDR and Taxonomy regulation – but key questions still remain

The ESA releases “Questions and answers (Q&A) on the SFDR Delegated Regulation” The European Supervisory Authority (ESAs) released their response to the European Commission’s questions on SFDR. The questions and answers (Q&A) on the SFDR Delegated Regulation are relevant for any investor who wants to remain at the front of t...

Regulatory Compliance December 7, 2022 Thomas Willman

Expanding beyond the Non-financial Reporting Directive (NFRD) and introducing the Corporate Sustainability Reporting Directive (CSRD)

Decoding the impact of the Corporate Sustainability Reporting Directive (CSRD) The European Parliament adopted the Corporate Sustainability Reporting Directive (CSRD) on 10 November. The CSRD is Europe’s disclosure regime for  non-financial corporations and the directive will extend both the reporting requirements and entities in scope...

Regulatory Compliance December 1, 2022 Thomas Willman

Explaining the FCA’s Consultation Paper on the UK’s Sustainable Disclosure Requirements (SDR)

What’s new from the FCA’s consultation paper, and how does SDR compare to the EU’s SFDR? The FCA published its delayed Sustainable Disclosure Requirements (SDR) consultation paper (CP). SDR will mandate the disclosures that different sustainable funds need to make in the UK, and outlines three labels to represent different types of ...

Data Coverage, Whitepapers November 18, 2022 Patricia Pina, Ron Potok, Ignacio Tamarit, Bruna Correa

How Advanced Technology Can Increase Data Reliability

Only about 17% of those publicly listed companies report their direct emissions. But those 6,500 companies emit about 74% of the Scope 1 emissions of the full universe of public companies. So while we donʼt have all the data weʼd like to, the good news is that we have a good chunk of the data that matters in this case. But, how reliable...

EU Taxonomy, Regulatory Compliance October 19, 2022 Oscar Gomez Fontana, Luis Angolotti, Patricia Pina

EU Taxonomy Reporting: The Leaders and the Laggards

On January 1st, 2022, the EU Taxonomy entered into force, requiring companies under the Non-Financial Reporting Directive (NFRD) to disclose, over the course of 2022, the percentage of their activities that are eligible for the EU Taxonomy under the objectives of Climate Change Mitigation or Climate Change Adaptation. The regulation envis...

Exclusive
Regulatory Compliance October 19, 2022 Oscar Gomez Fontana, Luis Angolotti, Patricia Pina

EU Taxonomy Reporting: The Leaders and the Laggards

On January 1st, 2022, the EU Taxonomy entered into force, requiring companies under the Non-Financial Reporting Directive (NFRD) to disclose, over the course of 2022, the percentage of their activities that are eligible for the EU Taxonomy under the objectives of Climate Change Mitigation or Climate Change Adaptation. The regulation envis...

Climate, Consumers September 19, 2022 Rebeca Minguela, CEO and Founder, Clarity AI

Patagonia Can’t Save the Planet. Fast-fashion – and You – Could

This week, Yvon Chouinard – the Chairman of Patagonia – announced that he will be donating the entire company, worth $3 billion, to fight climate change. Social networks were on fire sharing the news and supporting Chouinard – CEOs, fashion models, and millions of consumers. Simply put, the story went viral. Another viral story from...

Limited Data
Regulatory Compliance August 5, 2022 Luis Angolotti and Serhat Öngen

The EU Taxonomy’s Data Hierarchy: Decoding Reported, Equivalent and Estimated Data

How Clarity AI’s EU Taxonomy solution can help you distinguish data types Together, the EU Taxonomy and SFDR regulations create rules for how financial market participants (mainly asset managers) have to disclose sustainability-related information. For example, asset managers offering financial products that promote environmental ch...

AI, Data Coverage, Technology August 3, 2022

La falta de transparencia en las calificaciones ASG ya no convence a inversores, reguladores ni grandes empresarios

Consultora independiente publica informe sobre soluciones de calificaciones ASG En su informe “The Forrester New Wave™: ESG Ratings, Data, And Analytics, Q3 2022”, la consultora independiente Forrester destaca que “la falta de transparencia en las calificaciones ASG ya no convence a inversores, reguladores ni grandes empresari...

Product Updates July 26, 2022 Carlos Pérez, Carmen Boulet, Dominik Freidorfer

Data Transparency: Companies Can Understand ESG Scores and Easily Track and Benchmark ESG Metrics with Tech

Leveraging technology for corporate sustainability reporting and company ESG scores Companies are facing an increasing need to highlight and measure their environmental and social activities. Investors, lenders, and regulators are increasing pressure and demanding disclosure of structured and fully transparent non-financial information. M...

Gender Equality, Governance June 7, 2022 Andrés Olivares, Henry (Chun-Yu) Lin

Boards of Directors Worldwide Are Still Heavily Skewed Towards Having a High Percentage of Male Members

Data from ESG reporting tool shows severe lack of gender diversity on corporate boards In the corporate world of publicly traded companies, Boards of Directors have traditionally had a much higher percentage of male members vs. female members.  There has been increased focus on ensuring better gender diversity on Boards over the past few...

Climate June 7, 2022 Andrés Olivares, Henry (Chun-Yu) Lin

Direct Air Capture (DAC) Programs Are Only a (Small) Part of the Carbon Emissions Solution

Carbon capture technology will not fulfill US environmental objective Direct air capture (DAC) technologies extract CO2 directly from the atmosphere. The CO2 can be permanently stored in deep geological formations (thereby achieving negative emissions or carbon removal) or it can be used, for example in food processing or combined with hy...

Exclusive
Gender Equality, Governance June 7, 2022 Andrés Olivares, Henry (Chun-Yu) Lin

Boards of Directors Worldwide Are Still Heavily Skewed Towards Having a High Percentage of Male Members

Data from ESG reporting tool shows severe lack of gender diversity on corporate boards In the corporate world of publicly traded companies, Boards of Directors have traditionally had a much higher percentage of male members vs. female members.  There has been increased focus on ensuring better gender diversity on Boards over the past few...

Exclusive
Regulatory Compliance April 11, 2022 Rodolphe Bocquet, Mikel Alvarez

Three Reasons Why MiFID II Opens A New Paradigm For Sustainable Investment

EU Regulation: The latest extension to the MiFID II directive explained An extension to MiFID II is one of the key components of the comprehensive European Commission’s sustainable finance regulatory agenda, alongside SFDR, EU Taxonomy and CSRD. Among a host of new MiFID II requirements is one major change – distributors and financial...

Regulatory Compliance April 7, 2022 Andres Olivares, Henry Lin, and Camila Mateo Volkart

Particulate Matter Emissions Is An Issue Companies of All Sizes Must Address

Small and mid cap companies have an important part to play in meeting EU Taxonomy objectives The World Health Organization (WHO) is using World Health Day to place an emphasis on clean air. Businesses have a crucial role to play in reducing air pollution. Understandably, it is often large companies that are singled out as […]

Green Funds
Regulatory Compliance March 17, 2022 Patricia Pina, Rodolphe Bocquet, Carmen Boulet, Luis Angolotti, Javier Rodriguez

EU Taxonomy: Using Tech to Analyze “Green” Fund Performance

Overcoming EU Taxonomy reporting challenges with a data science approach In today’s sustainable investment markets, a growing cadre of emerging finance taxonomies aim to clarify what it means to be sustainable. As a common classification system for sustainable economic activities, the EU taxonomy is a pioneer in the field and will be in...

Exclusive Green Funds
Regulatory Compliance, Whitepapers March 17, 2022 Patricia Pina, Rodolphe Bocquet, Carmen Boulet, Luis Angolotti, Javier Rodriguez

EU Taxonomy: Using Tech to Analyze “Green” Fund Performance

Overcoming EU Taxonomy reporting challenges with a data science approach In today’s sustainable investment markets, a growing cadre of emerging finance taxonomies aim to clarify what it means to be sustainable. As a common classification system for sustainable economic activities, the EU taxonomy is a pioneer in the field and will be in...