Simplify SFDR Reporting Across Your Entire Portfolio
Automate Compliance and Stay Ahead of Regulatory Changes
Easily generate both entity-level and product-level SFDR reports, including Principal Adverse Impact (PAI) statements. Our automated solution delivers complete, auditable data and adapts to evolving regulations, helping you meet your SFDR requirements quickly and with confidence.

Trusted by Leading Financial Institutions





SFDR Reporting is Resource-Heavy and Prone to Errors

Our Solution at a Glance
The Easiest Way to Handle SFDR PAI Reporting
Stay Accurate in a Shifting Regulatory Landscape
A complete view of SFDR PAIs, aligned with evolving requirements:
- Full coverage of PAI indicators at entity and product level
- Methodologies fully aligned with regulatory requirements
- Continuous regulatory monitoring to keep you up to date

Publish Disclosures You Can Defend
Transparent, verifiable data built for confident, clear reporting:
- Raw data and links to the original source for reported data
- Data explainability on PAI performance driven by our GenAI assistant
- Full explainability for UNGC/OECD breaches (PAI 10)

Remove the Heavy Lifting from SFDR Reporting
Pre-filled, ready-to-submit reports available in 7 languages:
- SFDR Annex I entity-level report
- SFDR Annexes II-V product-level disclosures for Articles 8 & 9 funds
- European ESG Template (EET) generated for fund distributors

“Successfully complying with SFDR and the EU Taxonomy Regulation is absolutely essential to us – as is having the best range of data available for our internal ESG analysis. Hence, ensuring that our SFDR disclosures and Principal Adverse Impact approach leverage the most reliable data in the market, and that our EU Taxonomy reporting offers the highest granularity and accuracy, is paramount for a sustainability leader.”
What We Stand For
AI You Can Rely On. Data You Can Defend.
AI Drives Our Technology—and Your SFDR Reporting

Proven Data Quality for Credible Compliance

Beyond SFDR
Other EU Regulations We Support
EU Taxonomy

Sustainable Investment

MiFID II / IDD Sustainability Preferences

One Solution for Every Use Case
SFDR Compliance for All Financial Institutions
Audit-Ready SFDR Reports for Asset Managers
Clarity AI automates entity and product-level reporting for asset managers, like SFDR Periodic Article 8 templates with transparent, audit-ready data for easier compliance.
Learn moreReliable SFDR Reporting for Asset Owners
Clarity AI simplifies entity and product-level SFDR disclosures for asset owners, providing transparent data and audit-ready outputs—like Article 8 periodic reports—to meet compliance requirements with ease.
Learn moreAutomated MiFID Reporting for Wealth Managers
Clarity AI helps wealth managers navigate MIFID II sustainability requirements with enhanced SFDR PAIs, automated, high-quality data, reducing manual effort and improving accuracy.
Learn moreSeamless SFDR PAI Compliance for Investment Products
Streamline SFDR compliance for your investment products with automated PAI reporting. Ensure accurate, up-to-date disclosures while minimizing operational burden.
Learn moreFAQs
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Contact usHow fast can Clarity AI adapt SFDR reporting changes?
As a digital-native company, Clarity AI adapts quickly to regulatory changes thanks to our agile structure and in-house experts. Our dedicated regulations team continuously monitors evolving standards, engaging with policymakers and industry associations to ensure full market alignment. Our technology evolves in real-time, ensuring you stay ahead of regulatory updates—without delays or manual work.
How does Clarity AI ensure accurate SFDR Reporting?
Data quality is at the core of everything we do. Our proprietary process blends human expertise with advanced machine learning to deliver multiple layers of quality control. Automated checks ensure data follows the correct formats and measurement standards, while statistical validations catch anomalies. Real-time AI models flag suspicious data, and post-collection reliability checks provide an extra safeguard. Users get full transparency into data sources, so you never have to trust blindly—you can see exactly where the data comes from and how it was validated.
How does Clarity AI integrate with existing systems?
We make integration seamless and scalable. Beyond our off-the-shelf web application, our cloud-based SaaS platform offers flexible deployment options, including API access, widget customization, and end-to-end system integration. The intuitive user interface ensures fast adoption, while state-of-the-art cybersecurity safeguards your data. Visit our Trust Center for more details on our security standards.
How can I automate SFDR reporting with Clarity AI?
Clarity AI enables seamless SFDR reporting by automating entity-level and product-level disclosures. Our platform supports reporting on all 4 annexes of the SFDR product-level reports, with complete portfolio look-through analysis. Reports are pre-filled in official EU templates, support six languages for regulatory submissions, and provide granular, audit-ready transparency with source-linked metrics. Our adaptive technology evolves with regulatory updates, so your reporting remains accurate, efficient, and always up to date.
What dataset does Clarity AI use for SFDR PAIs?
Clarity AI data covers 65,000+ companies, including fixed income, equities, sustainable bonds, and funds. Every reported data point is traceable to its original source, enabling full transparency. Clarity AI ensures high-quality, audit-ready data by leveraging a structured methodology to maintain consistency and accuracy across its dataset.
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