Ensure Your Fund Names Match the Assets Behind Them
Confidently Align With ESMA’s ESG Naming Rules
Avoid costly exclusions and compliance doubts with data that’s clear, precise, and built to stand up to scrutiny.
Trusted by Leading Financial Institutions
Investments Are Being Cut for the Wrong Reasons
Our Solution at a Glance
Granular Screening for Confident Fund Naming
Screen With Benchmark-Level Precision
A one-stop toolkit for applying the Paris-Aligned Benchmark/Climate Transition Benchmark exclusions:
- Full coverage of Paris-Aligned and Climate Transition Benchmark criteria
- Aggregated exclusion indicators for simplified decision-making
- Criterion-level revenue breakdowns, including detailed coverage of revenues from high GHG intensity electricity generation (criterion g)
Avoid Unnecessary Exclusions in Your Portfolio
A more accurate view of what's in your portfolio—and what can stay:
- Separate revenue mapping for oil, gas, and coal
- Revenue granularity below 1% to support excluding for thermal coal criteria
- Screening logic that prevents compliant holdings from being wrongly divested
Meet the 80% Threshold With Confidence
See exactly how much of your fund meets the environmental bar:
- Transparent metrics to support alignment with SFDR Articles 8 and 9
- Clear view of which assets meet sustainable or ESG criteria
- Flexible approach to the definition of Sustainable Investment to reflect your goals
What We Stand For
AI You Can Rely On. Data You Can Defend.
AI Intelligence for High-Stakes Screening
Data That Defends Your Fund Line by Line
Beyond ESMA Naming Rules
Other EU Regulations We Support
SFDR PAIs
Sustainable Investment
MiFID II / IDD Sustainability Preferences
One Solution for Every Use Case
Regulatory Compliance for All Financial Institutions
Protect Fund Credibility While Staying Invested
Avoid unnecessary exclusions and protect AUM with the granularity needed to comply with ESMA rules.
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Ensure External Managers Meet Your Standards
Get transparency into fund composition, exclusion logic, and data traceability to support oversight and accountability.
Learn moreOffer ESG and Sustainable Funds Without the Risk
Provide your clients with ESG-labeled funds that are backed by regulatory-compliant data, ensuring fund names match their holdings.
Learn moreFAQs
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Contact usDoes your dataset distinguish between oil and gas exposures?
Yes. We separate oil and gas revenues to help you meet ESMA requirements without overcutting. You can screen exposures by fuel type and ensure alignment with exclusion criteria while preserving compliant investments.
How detailed is Clarity AI’s coal revenue data?
We provide revenue granularity below the 1% threshold required by ESMA, enabling accurate application of criterion (d) for PaB and CTB exclusions. That means you avoid blunt exclusions and only remove companies that truly exceed regulatory limits.
How transparent is the data used for ESMA screening?
Every metric comes with full traceability. We indicate whether it’s reported or estimated, link back to the original source, and provide the methodology used for any imputations. So when you’re asked how decisions were made, you’ve got the answers.
Can the solution be integrated into our screening processes?
Yes. Whether you need a plug-and-play interface, data feeds, or full API integration, we adapt to your existing workflow. You can apply exclusions, run scenario screens, or align funds to regulatory thresholds with minimal lift from your team.
Do you support similar fund labeling regimes?
Absolutely. Our dataset is designed to support multiple labeling frameworks, including the SRI Label (France), Towards Sustainability (Belgium), FNG Siegel (Germany), and the UK SDR. Each regime comes with its own criteria, and we provide the granularity needed to meet them all from one place.
Research and Insights
Latest news and articles
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Lorenzo Saa and Neil Brown explore how the use of artificial intelligence in finance is helping investors unlock 40% productivity gains.
[Sustainability Wired] Biodiversity and Investment: There’s an $8.1 Trillion Need. But Is It An Opportunity?
Lorenzo Saa and Rose Easton explore why biodiversity is rising on investor agendas—and what’s still holding capital back from flowing into nature.
The Real Business Case for Diversity: Data, Decision-Making, and Competitive Advantage
Discover why real diversity goes beyond demographics and how companies can leverage it as a competitive advantage in this discussion with Clarity AI’s leaders.
