Product Updates
2024 in Review: Driving Action with Smarter Solutions for Sustainability Analysis and Compliance
This year has brought increased attention to regulatory complexity, heightened awareness of climate risks, and growing interest in sustainability products aligned with investors’ mandates. To help institutional investors, asset managers, and banks navigate these challenges, we focused our efforts on three critical dimensions—data, insights and analytics, and integration. In this article, we highlight key product…
Why Data Granularity is Crucial for Investing in the UN SDGs
Companies that contribute to Sustainable Development Goals (SDGs) are seen by many investors as strategic sustainable investments. However, without knowing the details of how these companies contribute to the goals, it is difficult to make investment decisions. Without understanding the specific revenue alignment to sustainable business activities it would be easy to group companies such…
Easy SFDR Compliance: Generate Your Entity-Level Report in 2 Minutes
The entity-level report reflects how portfolios performed in 2022 against the Principal Adverse Impact indicators (PAIs). In an effort to streamline SFDR compliance, Clarity AI allows users to automatically pre-fill and download the official template in just 3 steps.
Beyond Good Intentions: The Role of SDG Misalignment Analysis
Investors need to perform a dual-lens analysis to ensure true alignment of their investments to the UN Sustainable Development Goals (UN SDGs) Just as investors do not invest in companies where they know only the assets, and not the liabilities, analysis of solely a company's SDG assets - the ways in which it is compelling…
ESG Product Round-up: 2023 Highlights to Advance Sustainable Finance
Recap of some of Clarity AI’s new features and solutions launched in 2023 This year, we launched new products and enhanced existing ones to support market participants in aligning with the ever-changing demands of global markets in sustainability and ESG. Here’s a compilation of some of the main highlights of the year - a strong…
Granularity on SDG Alignment is Needed to Find an Edge in Sustainable Investment
A deeper analysis of companies' contribution to SDGs can better inform engagement strategies and improve stakeholders' communication So long as achieving the UN Sustainable Development Goals (SDGs) still requires an estimated annual investment of $5.4 to $6.4 trillion investors will continue to place money with companies that align with the goals. Pursuing these goals presents…
Beyond SFDR Reporting: Analyze and Benchmark Your ESG Performance
Clarity AI helps firms expand their business intelligence with reliable and comparable SFDR data A recent survey conducted by EY around SFDR and EU Taxonomy shows that 77% of firms are looking to become market leaders in ESG to accommodate the shift in client preferences and avoid lagging behind. The survey reflects the views of…
What Does the NFRD Mean for Professional Investors?
EU Taxonomy requires financial market participants to identify and exclude NFRD companies in their reporting. The “Non-Financial Reporting Directive (NFRD)” was created to bring more transparency into the social and environmental performance of large companies.
Data Transparency: Companies Can Understand ESG Scores and Easily Track and Benchmark ESG Metrics with Tech
Leveraging technology for corporate sustainability reporting and company ESG scores Companies are facing an increasing need to highlight and measure their environmental and social activities. Investors, lenders, and regulators are increasing pressure and demanding disclosure of structured and fully transparent non-financial information. McKinsey notes: “As evidence mounts that the financial performance of companies corresponds to…
Deep dive into SFDR: View calculations at security-level, including equity, fixed income and funds
Portfolio reporting through Principal Adverse Impacts analysis Having access to a portfolio report by Principal Adverse Impacts (PAIs) and a company-level PAI analysis are very useful features to comply with the current SFDR reporting requirements. This gives you access to either the performance of the portfolio as a whole (“By PAI” table) or to a…
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