Wealth Management Firm with offices in California & New York
15+ billion USD in AUM
ESG Reporting to Help Clients Meet Their Environmental Objectives
With offices in California and New York, this bi-coastal firm is an investment advisory offering investment management and financial advice to a distinct community of entrepreneurs, innovators, families, and institutions, all of which have made extraordinary contributions to society via philanthropy, business investing, and regulatory advocacy.
The firm’s clients’ wealth can have an extraordinary and positive impact and can be a deliberate and effective expression of those clients’ own values and ambitions.
To support clients in executing this vision for their wealth and the future, access to the best sustainability information and tools was required.
Only with Our ESG Portfolio Analysis and Customizable Reports
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01
Portfolio Aggregation
Coverage of 360,000+ funds, with multi-asset portfolio aggregation across equities, fixed income, and funds of funds
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02
Customizable Reports
Automated & fully customizable reports to help differentiate the advice and personalize the client experience
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03
One-stop-shop
SaaS tool with proprietary science-based Impact, Risk, Climate and Regulatory Compliance modules covering all use cases
Clarity AI equips our advisors with powerful tools that help our clients invest based on their own beliefs and values. With Clarity AI we can communicate to clients the impact of their portfolios in an understandable way.”
The results
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Seamless integration into workflows
Sustainability insights within all workflows: portfolio analysis, construction, screening, benchmarking, exclusion and reporting
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Client retention
Actionable tools to deepen customer relationships, which resulted in higher client satisfaction and retention rates
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Increased advisor sustainability expertise
Fund and company level information on ESG Risk and UN SDGs Impact, translated into customized customizable client reports
Questions about our platform?
Request a DemoResearch and Insights
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November 18, 2024 · 7 min readRegulatory ComplianceNavigating 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.
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