Overview of the solution
Clarity AI has developed a solution to help investors or investment advisors align their clients’ assets with the values that matter most to them. The solution can be used for portfolio management, asset screening or reporting. Financial advisors are able to deliver a personalized customer experience by connecting their clients’ values and beliefs with their investments.
Curated set of values based on universality, actionability and impact.
Full level of customization: thanks to Different levels of importance (Contribution, Do no harm, Drive change).
Comparative assessment of how funds and securities contribute to different values.
Complements other investment processes such as the suitability test required under MiFID II, which now includes sustainability preferences.
Main use cases
Build a client’s values profile
Integrate values into investment strategies
Manage and monitor portfolio
Create client reports
Build thematic funds
Report fund alignment across values
Delivery available through
API into third-party platforms