Overview of the solution
Clarity AI’s solution for “Green MiFID” addresses the regulatory changes, applicable since August 2022, in which financial advisors, banks and other product distributors must take their clients’ sustainability preferences into consideration when recommending products. The solution synthesizes all reported data and solves for the gaps in reporting for wealth managers to align the largest number of financial instruments with the regulation to best serve their clients.
Market-leading dataset for SFDR (Sustainable Investment and PAIs) and EU Taxonomy, aligned with the regulation. Coverage includes all asset classes used by financial advisors for more than 390,000 funds, as well as equities and fixed income (more than 60,000 companies). Data is sourced from data reported by fund managers (EETs) and our own data.
Transparency in data sources (whether it is reported or estimated) and methodologies for estimating missing data points.
Ready-to-use classification system to match products with client preferences, to solve for time and resources constraints.
The dataset includes:
Clarity AI proprietary datasets or data reported through EETs for:
EU Taxonomy alignment
Sustainable Investment (SFDR), including a breakdown of the 3 screens mentioned in Article 2(17)
SFDR funds classification (Article 6, 8 or 9)
Main use cases
Comply with MiFID II
Match client sustainability preferences to financial products
Connect new MiFID II requirements with a value-based investment approach
Delivery available through
API into third-party platforms