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 Clarity AI
Portfolio Aggregation
Coverage of >180,000 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?
request a demoResearch and Insights
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Climate
Using ESG Scores to Evaluate Sustainability-related Political Promises
Clarity AI’s ESG Impact Score measures how a company’s operations affect our environment and society. A company’s score is calculated by aggregating its impact on the environmental, social and governance challenges...
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Climate
An Estimated 80% of Emissions Globally Are Classified as Scope 3
Scope 3 emissions have proven much more difficult for companies to account for than Scopes 1 or 2, both of which are under their direct control. The lack of standardized methodology and the need to rely on modeling have ...
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Climate
Why Scope 3 Emissions Data Has Become Essential
As the shift towards low carbon development pathways becomes an even stronger imperative, Scope 3 emissions can no longer be ignored. Investors can look to technology for accurate data.
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