Turn ESG Preferences Into MiFID II-Compliant Advice

EET is the standard format for ESG product data under MiFID II, and Clarity AI fully supports it. But not all manufacturers provide complete or consistent EET files. When data is missing or unclear, we enhance coverage with our proprietary, transparent estimates, clearly flagged and fully documented. This ensures preference matching remains accurate, consistent, and defensible, no matter the data quality received.

Clarity AI combines proprietary data and EETs to deliver comprehensive coverage across funds, equities and fixed-income. Every data point is traceable to its original source or estimation method, so you can make decisions backed by transparency, not guesswork.

EU Regulations for sustainable finance are still evolving, and interpreting it correctly can be tricky. Clarity AI provides clear, structured methodologies aligned with the regulation, and we continuously update our models as regulatory guidance shifts. You get clarity, consistency, and confidence in your suitability processes, even as expectations change.

Every ESG preference match comes with full justification clearly showing how each financial product meets the client’s expressed preferences across SFDR, EU Taxonomy, and PAI considerations. You get transparent logic, documented sources, and regulatory references to support both internal checks and external compliance reviews.

Clarity AI is designed to integrate seamlessly with your existing MIFID II suitability assessment process. Our API-first solution enables easy connectivity with your current suitability engines and portfolio management tools. By sourcing high-quality ESG preference data directly through our API, financial institutions can eliminate manual data handling and streamline the entire ESG preference assessment process without disrupting existing compliance workflows.