Sustainable Investment, aligned with SFDR Article 2(17)
Determine the percentage of sustainable investment of your funds with our customizable tool
- Assess the level of sustainable investment in SFDR Article 8 and Article 9 funds in line with regulators’ expectations: Clarity AI’s flexible solution allows the user to consider multiple contribution to and DNSH methods and thresholds
- See, in just one step, how the revenues of your investee companies are aligned with the SDGs or the EU Taxonomy, if they perform well on Principal Adverse Impact indicators, or if they have SBTi targets in place
- Avoid reputational risk and ensure consistency with other required disclosures such as SFDR PAIs and EU Taxonomy, and other impact frameworks such as the UN SDGs
SFDR Principal Adverse Impacts (PAIs)
Leverage Clarity AI’s cloud-based, customizable ESG Risk, Sustainability & Impact reporting tool to comply with SFDR requirements
- Access the broadest coverage across 16 mandatory and 29 optional Principal Adverse Impact indicators for more than 50,000 companies (2-3x more than alternatives)
- Leverage portfolio aggregation for multi-asset and look-through capabilities with market-leading coverage of more than 320,000 funds
- Simplify reporting by generating and accessing a compliance-ready report in one click
EU Taxonomy
Assess activities against three criteria: Make substantial contribution to one environmental objective, Do No Significant Harm (DNSH) to the other objectives, and meet minimum Social Safeguards
- Access market-leading coverage with a database with more than 40,000 companies that maps company revenues to more than 1,500 economic activities
- Leverage a ready-to-use, one-stop-shop technology platform for taxonomy alignment that integrates and automatically processes and combines multiple, disparate sources of information, such as ESG data and company news
- Map DNSH and Social Safeguards requirements with reported company data, expanded by Clarity AI’s proprietary Natural-Language-Processing-powered Controversies module, which scans and analyzes more than 100,000 news articles from more than 30,000 sources per day
ESMA Guidelines on Fund Names
Get assurance on funds’ names with granular, transparent data
- Ensure your investments meet the 80% threshold for environmental or social characteristics, or sustainability objectives, with our dedicated solution for Sustainable Investment
- Screen your funds with one-click Paris-aligned and Climate Transition Benchmarks (PaB/CTB) tools, including all metrics plus the aggregated exclusion indicator
- Get a detailed view of the percentage of revenues exposed to each of the PaB / CTB criteria, including a granular and comprehensive breakdown of criteria G at revenue level
- Minimize unnecessary exclusions by breaking down oil and gas revenues separately, aligned with the ESMA
- Clarity AI offers the ability to provide coal revenue threshold granularity greater than 1% for criteria d), ensuring that the correct investments are excluded while preventing others from being unnecessarily divested
MiFID II / IDD
Leverage market-leading SFDR and EU Taxonomy data to match your product offerings with your clients’ sustainability preferences
- Sustainability expertise: Ask for recommendations to build your sustainability assessment and the thresholds to classify your securities
- Classify your whole securities universe, including funds, equities and fixed income securities
- End-to-end solution seamlessly integrated into your workflow
Pillar 3 Disclosures on ESG Risks for Banks
Leverage Clarity AI’s comprehensive sustainability metrics to fulfill the European Banking Authority’s mandatory Pillar 3 templates
- Use our top-tier data on greenhouse gas (GHG) emissions and advanced scenario analysis capabilities to disclose climate change transition and physical risks
- Access our Paris-aligned benchmark solution, that combines data from OECD and UNGC breaches, exposures to negative activities, GHG intensity and EU Taxonomy
- Leverage our EU Taxonomy solution to accurately compute your GAR (Green Asset Ratio) and BTAR (Banking Book Taxonomy Alignment Ratio), with reported data also from private companies
- Strengthen your qualitative disclosures and inform your ESG strategies with actionable insights
TCFD Reporting: Comply with TCFD-aligned disclosures
Quickly develop TCFD-aligned disclosures with Clarity AI’s TCFD solution
- Full breadth of quantitative data, required to report in line with TCFD, including physical and transition risks
- Coverage of 30k+ companies, including main indexes
- Fully automated: all climate-related metrics in one single solution, cutting out manual work
