German independent model portfolio provider
EUR 30 million in AuM
Building Sustainable Portfolios with Seamless Access to Market-leading ESG and SDG Data
Soehnholz ESG GmbH is a German pioneer of science-based sustainability-first ETF and equity portfolios. They have been working with ESG data since its creation in 2016, utilizing large established data vendors as well as smaller, newer approaches/vendors.
Soehnholz ESG was looking for an ESG-ratings provider with very broad company coverage, up-to-date data, and best-in-universe scores for their sustainable model portfolios and ETF selection. The company was especially attracted to Clarity AI’s broad coverage, best-in-universe scores, and granular data.
Only with Clarity AI's ESG Analysis Solution
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01
Market-leading coverage across metrics in one single place
2-13x the coverage of other providers. All required E, S, G, and SDG-data as well as controversies from a single platform
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02
Custom evaluation schemes
Best-in-universe scores and customization capabilities based on the client’s internal methodology, e.g. how to handle missing data
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03
Data Transparency
All data is fully granular, which allows for a better understanding of each E, S and G-scoring down to information about data sources
Clarity AI allows us to create small- and midcap SDG-focused portfolios which significantly differ from portfolios based on data from other sustainability data providers. Also, with Clarity AI data we can select sustainable ETFs based on provider-independent best-in-universe scores.”
The results
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Reliable, high-quality data
AI reliability algorithms are implemented for high-quality data, complemented with direct data from companies
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Seamless integration into workflow
1-click portfolio upload to receive immediate evaluation
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Superior customer service
Support from Clarity AI’s Success team to ensure a clear understanding of the methodologies and data in a timely manner
Research and Insights
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November 18, 2024 · 7 min readRegulatory Compliance
Navigating ESMA's ESG Scrutiny: A Practical Guide for MiFID II
Due to amendments to the MiFID II regulation effective since August 2022, distributors of financial instruments in the EU have been required to collect clients’ sustainability preferences to ensure any financial produc...
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November 16, 2024 · 10 min readBiodiversity
COP16 Review: Progress, Challenges, and the Role of Investors in Nature Conservation
Key Insights High-level outcomes of the conference were mixed. There was some encouraging progress, for example, the creation of a new body to embed Indigenous Peoples in future biodiversity decisions. However, only 44 o...
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November 13, 2024 · 15 min readAI
The Essentials of AI and ESG: Opportunities, Risks, and Governance Insights for Institutional Investors
Discover how AI and ESG intersect, empowering investors to drive sustainable progress while managing environmental, social, and governance risks responsibly.
Learn more