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
Coverage of 360,000+ funds, with multi-asset portfolio aggregation across equities, fixed income, and funds of funds
Automated & fully customizable reports to help differentiate the advice and personalize the client experience
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.”
Seamless integration into workflows
Sustainability insights within all workflows: portfolio analysis, construction, screening, benchmarking, exclusion and reporting
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
Research and Insights
Your Last Minute Guide to Finalizing the SFDR Entity Level Reports
Still finalizing your SFDR report? Don’t miss these common mistakes As the June 30th, 2023 deadline for submitting entity level principal adverse impact (PAI) reports approaches, Financial Market Participants (FMPs) mu...Learn more
Spotlight: Data Quality - Dimension 3, Accuracy
Series of interviews with Clarity AI executives, to explore and explain each of the 8 dimensions used to ensure sustainability data is of the highest quality.Learn more
EU Taxonomy Reporting: First look at the 2022 reported alignment of 400 European companies
The numbers are in! Companies are taking the EU Taxonomy regulation seriously and are actively working to align with it. As the world becomes increasingly aware of the impact of climate change, companies in the European ...Learn more