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.
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
Data That Holds Up to Questions, Audits, and the Market
Beyond Sustainable Investment
Other EU Regulations We Support
SFDR Principal Adverse Impacts (PAIs)
EU Taxonomy
MiFID II / IDD Sustainability Preferences
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.
Learn moreAlign 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.
Learn moreFAQs
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Contact usDoes 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
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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.
