Wealth Management Firm with offices in California & New York
15+ billion USD in AUM
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
Portfolio Aggregation
Coverage of 360,000+ funds, with multi-asset portfolio aggregation across equities, fixed income, and funds of funds
Customizable Reports
Automated & fully customizable reports to help differentiate the advice and personalize the client experience
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
Seamless integration into workflows
Sustainability insights within all workflows: portfolio analysis, construction, screening, benchmarking, exclusion and reporting
Client retention
Actionable tools to deepen customer relationships, which resulted in higher client satisfaction and retention rates
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?
Research and Insights
-
Mini podcast
Regulatory Update: Trend of Rules for Female Representation on Boards
Transcript: Aligned with the broader goal of advancing social sustainability, there is a growing trend of regulations seeking to improve gender equality within the corporate world. One key initiative is the EU’s Ge...
Learn more -
Regulatory Compliance
The US SEC Climate Disclosure Rules: Stay Pending Review
On April 4, 2024, the US Securities and Exchange Commission (SEC) announced a delay in the implementation of its finalized rules on climate-related disclosures. This delay stems from legal challenges filed by several...
Learn more -
Gender Equality
Nasdaq Companies Subject to a “Comply or Explain” Basis with Board Diversity Rule
Nasdaq's board diversity rule mandates that most Nasdaq-listed companies have at least one woman on their board of directors or explain why they do not meet this requirement as of the end of 2023. By 2025 most Nasdaq com...
Learn more
