Clarity AI

Coming Soon

Clarity AI utilizes artificial intelligence and domain expertise to collect, analyze, and distribute extra-financial data on issuers of investment securities for efficient portfolio analysis, creation and monitoring (with 99% coverage of MSCI ACWI).

The ESG Risk module offers comparative extra-financial risk analysis of investment performance based on environmental, social and governance factors (carbon emissions, governance policies, social controversies, and more).

Clients can then upload their own portfolios into the Clarity AI SaaS platform to analyze the drivers behind ESG Risk assessments, such as raw data sources, peer comparison, or insights from the GenAI Assistant. They can also benchmark their portfolios against industry standards or custom benchmarks, and explore alignment with other sustainability frameworks, including Net Zero targets, SFDR metrics, Revenue Exposures, and more.

Key Benefits 

• Transparency: Vast database of underlying data (source, date collected, historical performance) for over 1 million ESG metrics (collected from over 100 data sources and vendors).          
• Cost-Efficiency and Streamlined Workflows: Leverage automated reporting, efficient portfolio management tools, and AI-powered capabilities like Generative AI to instantly access up-to-date company reports and streamline company research. 
• Fast, Agile, and Tailored Solutions: Customize materiality by adjusting the weight of specific metrics used to assess overall ESG performance. Swiftly respond to market changes and emerging opportunities.
• Integrated Analysis: View financial and extra-financial performance of securities side-by-side within the EZE platform.
• User-friendly Web App: Research, rebalance, and report utilizing Clarity AI’s easy-to-use web interface.

Key Features 

• Monitor investment mandates, including thresholds on revenue exposure to specific metrics.
• Compare portfolio performance against industry or customized benchmarks.
• Rebalance portfolios with access to granular raw data metrics and customizable materiality scoring.
• Assess multi-asset class portfolios with issuer, fund, and portfolio level views.
• One-click reporting on extra financial factors for external stakeholders.     
• Leverage the GenAI Assistant as a sustainability co-pilot, generating unique insights and accelerating company research based on our extensive sustainability database and sophisticated algorithms.