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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March 21, 2025 · 27 min readBiodiversity[Sustainability Wired] Biodiversity and Investment: There’s an $8.1 Trillion Need. But Is It An...
Lorenzo Saa and Rose Easton explore why biodiversity is rising on investor agendas—and what’s still holding capital back from flowing into nature.
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March 12, 2025 · 5 min readGender Equality
The Real Business Case for Diversity: Data, Decision-Making, and Competitive Advantage
Discover why real diversity goes beyond demographics and how companies can leverage it as a competitive advantage in this discussion with Clarity AI’s leaders.
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March 10, 2025 · 9 min readRegulatory Compliance
EU Omnibus Regulation Proposal: A Step Towards Simplification or Deregulation?
The EU Omnibus Regulation Proposal scales back sustainability reporting—raising concerns about transparency, investor confidence, and long-term competitiveness.
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