Overview of the solution

Report and analyze SFDR Principal Adverse Impacts (PAIs) at the portfolio and organization level, with Clarity AI data, metrics and analytics, through our end-to-end solution that streamlines the reporting process.

Market-leading coverage: Fill in the gaps for key metrics and PAI indicators to ensure a rigorous and accurate analysis

Most sophisticated methodology, built from the ground up: Be confident with your reporting; our methodology for each PAI uses the regulator’s exact definitions. We don’t recycle other metrics or retrofit the data

Automatic report generation: Streamline reporting with a 3-click process to generate the official EU template with data for 100% of mandatory PAIs applicable to companies and sovereigns, and additional PAIs of your choice. Fund managers can also generate an EET file, ready to be shared with fund distributors

Advanced analytic capabilities: Go beyond the regulatory checkbox and strengthen your decision making with our multi-asset and look-through capabilities on 390,000+ funds and ETFs, including access to underlying calculations and peer percentiles for all PAIs

The capabilities of the web app allow users to generate the entity-level report in 3 clicks, in the exact format requested by the European Commission.

The dataset includes:

60,000+ companies, including subsidiaries

390,000+ funds

400 governments (e.g. >98% of the MSCI ACWI)

Comprehensive coverage for 46 PAIs (all mandatory applicable to companies and sovereigns and 30 additional PAIs)

70+ metrics

Data dictionary

Contact us to know more about the metrics available

Main use cases

Report at entity- and product-level

Generate EET for funds distributors

Incorporate PAIs to ESG strategy

Analyze portfolios and benchmark against industry peers

Delivery available through

Web app

Custom API

API into third-party platforms


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