German advisory and asset management firm
Ca. EUR 100 million in AuM
Elevating Ethical Investment with Superior ESG data Expertise
Founded in 1999, Murphy&Spitz offers private and institutional investors individual and independent advice on ethical-ecological investments and the management of their assets. They thrive to have a positive impact on the environment, society and capital markets through sustainable investments and engagement primarily with small and mid caps.
This German firm was looking to partner with a sustainability data analytics provider that could support the execution of their vision, and keep them aligned with the highest standards in sustainability. As an EU investment firm, Murphy&Spitz was also looking for a provider who could support their reporting obligations under the SFDR and the EU Taxonomy.
Only with Clarity AI
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01
Broadest coverage
Market-leading ESG data coverage, including 70,000 companies and 400 national and local governments.
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02
Highest data quality
AI-powered reliability algorithms, including more than 10+ independent quality checks to ensure the reliability of the data, at scale, by identifying and mitigating human errors and reporting mistakes.
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03
Sustainability and regulatory expertise
Global sustainability and data science teams working to develop scientific and evidence-based methodologies, and keep them up to date with the latest developments in the industry.
“At Murphy&Spitz, we hold ourselves to the highest standards to ensure we stay aligned with our values and beliefs. We found in Clarity AI a like-minded partner, that not only delivers in data quality and coverage, but that also provides our research team with the capabilities to confidently make sustainable investment decisions, and to stay up to date in regulatory reporting”
The results
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Enhanced reporting capabilities
Automatic generation of ESG and regulatory reports ready to submit to their management companies – ManCos (AM One, Monega and Von der Heydt) as well as regulators in Germany and Luxembourg.
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Sustainable investment analysis
Access to a comprehensive universe of ESG metrics for portfolio management and construction, to ensure their Article 8 and 9 funds stay fully compliant with their mandates as well as the SFDR guidelines.
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Flexibility & Speed of integration
Implementation in 2 weeks time through a ready-to-use web app, and quick turnaround to increase data coverage.
Research and Insights
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September 23, 2024 · 2 min readRegulatory Compliance
MiFID II and IDD Sustainability Preferences Checklist: An Essential Tool for Financial Product Distributors...
Distributors of financial products within the EU need to prepare for increase in regulatory attention for MiFID II and IDD sustainability requirements
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September 23, 2024 · 9 min readClimate
Carbon Reporting Trends: Has Global Progress Stalled?
Despite Progress, Gaps in Scope 3 Emissions Disclosure and Data Quality Persist, Especially in Emerging Markets Key Takeaways Almost 80% of companies in the MSCI ACWI have recently disclosed their Scope 1+2 data, but onl...
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September 18, 2024 · 3 min readRegulatory Compliance
Usability Challenges in Reported EU Taxonomy Data from Financial Institutions
A case study on insurance The European Taxonomy has been in force since January 2022, guiding investors towards more sustainable investments. In January 2024, the regulatory requirements expanded, introducing additional ...
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