Investing in the Age of AI

Build Sustainable Funds That Win Trust and Capital

Clarity to Design, Market, and Defend Your SFDR Strategy

Strengthen your fund’s sustainability story with clear, regulation-aligned classifications, including full Article 8 & 9 support and sustainable bonds.

Trusted by Leading Financial Institutions

SFDR Offers Flexibility. Execution Requires Precision.

SFDR requires firms to determine which products qualify as sustainable but it leaves the definition wide open. Article 2(17) gives market participants room to decide what “sustainable investment” means, but without clear guidance, firms face inconsistent interpretations, regulatory risk, and confusion. Add spotty ESG data and evolving RTS requirements, and credibility becomes hard to prove. Let alone scale.

Our Solution at a Glance

Stronger Fund Analysis. Easier SFDR Reporting.

Tell Your Sustainability Story Your Way

A flexible approach to Sustainable Investment that reflects your goals and the regulation:

  • Portfolio-level overview of Sustainable Investment alignment
  • Clear detection of potential breaches or misalignment
  • Tools for regulatory reporting and internal oversight

Capture the Full Value of Your Bonds

Sustainable bonds are integrated for stronger, more complete profiles:


  • Increased alignment potential to support fund sustainability claims
  • Aligned with ICMA’s Principles
  • Revenue- and proceeds-based assessments for issuers and instruments

Stay on Top of Risk and Compliance

A built-in dashboard makes it easy to track performance and flag problems early:

  • Custom thresholds, contribution criteria, and Do No Significant Harm rules
  • Alignment with SFDR Article 9 and Article 8
  • Transparent methodologies for all datasets, including SDGs and climate-related targets

What We Stand For

AI You Can Rely On. Data You Can Defend.

AI That Simplifies, Validates, and Delivers

From sourcing and validating sustainability data to surfacing key insights, Clarity AI’s technology does the heavy lifting. Large language models and automated workflows reduce manual work, help you stay on top of evolving requirements, and deliver investor-ready outputs in seconds. So, when it’s time to explain why a product qualifies, the answers are already there.

Data That Holds Up to Questions, Audits, and the Market

Classifying a Sustainable Investment starts with the right data. Ours is transparent, traceable, and built for accountability. Whether you're answering to regulators, stakeholders, or internal reviewers, every metric is sourced, verified, and documented. So, your decisions are based on more than assumptions, they’re based on facts.

Beyond Sustainable Investment

Other EU Regulations We Support

SFDR Principal Adverse Impacts (PAIs)

Easily generate both entity-level and product-level SFDR reports with our automated solution.

EU Taxonomy

Auto-populate official EU Taxonomy Article 8 reports in seconds with complete, explainable data.

MiFID II / IDD Sustainability Preferences

Engage with clients and match their sustainability preferences with your product offerings

One Solution for Every Use Case

SFDR Compliance and Transparency Across the Investment Chain

Simplify Classification and Strengthen Regulatory Reporting

Apply a consistent methodology across all products and customize definitions to match your strategy. Automate SFDR reporting with audit-ready outputs.

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Gain Portfolio Clarity and Report With Confidence

Get full transparency into SFDR alignment, assess sustainability exposure across managers, and meet reporting requirements with standardized, verifiable data.

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Align Portfolios With Client Preferences and Regulation

Offer Article 8 & 9 products that reflect client values, demonstrate alignment with sustainability goals, and meet disclosure requirements with ease.

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FAQs

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Contact us
  • Does Clarity AI offer a default Sustainable Investment methodology?

    Yes. We provide a default methodology aligned with Article 2(17) to support clients without a custom approach. For those with internal guidelines, our platform offers full flexibility to adjust contribution, DNSH, and governance criteria.

  • Can Clarity AI adapt to regulatory changes quickly?

    Absolutely. Our in-house regulation team tracks evolving requirements and updates methodologies in real time. As a digital-native company, we roll out changes fast. No manual work, no delays.

  • How does Clarity AI integrate with existing systems?

    Our modular platform is designed for seamless integration. Whether you use our web application, access data through APIs, or embed widgets into your internal systems, Clarity AI fits into your workflow without disruption. We ensure fast onboarding, intuitive adoption, and enterprise-grade security from day one.

  • What data does Clarity AI use for SFDR assessments?

    Clarity AI provides coverage of 65,000+ companies across fixed income, equities, funds, and sustainable bonds. Every reported data point is fully traceable to its original source, while estimated values come with clear documentation and methodology. This ensures the transparency, consistency, and audit-readiness required for Article 8 and 9 product classifications.

  • Does your SFDR solution include EET data?

    Clarity AI provides EET data for clients who prefer it for oversight, fund comparisons, or internal monitoring. However, we recommend using it only for those purposes not for regulatory disclosures. For formal SFDR reporting, we offer a traceable, methodology-driven dataset that meets audit and compliance standards.

Research and Insights

Latest news and articles

ESG Impact

Are We Investing for the World We Have, or the One We Wish We Had?

Alex Rayón breaks down the hidden economic, social, and data risks of AI, explaining how unseen costs in today’s models could reshape investor decisions.

Climate, ESG Risk

The Water Cost of the Energy Transition: Where Corporate Disclosure Falls Short

Water risks are emerging as a major constraint on low-carbon technologies. Explore global disclosure gaps and what they mean for investors in our latest report.

Regulatory Compliance

Beyond the Rewrite: Implications of the SFDR 2.0 Proposal for Investors

As SFDR 2.0 takes shape, financial market participants face important decisions that go beyond interpreting updated definitions. This 45-minute session will focus on helping teams understand what truly matters for implementation, product strategy, and the sustainability data they need today and throughout the transition to the new SFDR. Join us on Wednesday, 3 December to…