SFDR: Quant and AI-based solutions

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Presented by

Rodolphe Bocquet, VP of Partnerships and Regulation, Clarity AI & Ron Potok, Head of Data Science, Clarity AI

About this talk

The Sustainable Finance Disclosure Regulation is already revolutionising institutional investment. However, despite the regulation bringing forward an incredible shift in the industry, it comes with practical challenges. The role of AI and machine learning is to help investors navigate the complexity of this sweeping initiative, as Investors expect to rely on estimates to comply with SFDR due to a lack of data. There is also a general lack of understanding when it comes to the methodologies surrounding reporting the Principal Adverse Impacts of portfolios. As well as addressing the hidden challenges investment and wealth managers are experiencing, this session will explain how AI fits into the big picture, and what solutions it offers in order to help navigate investors through regulatory uncertainty. Key topics include: - How to Close the Reporting Gap: SFDR requires investors to disclose the sustainable impact of their investments. We explain where to start. - Understand Estimations: The only solution to expand the coverage and comply successfully. What is the process and how reliable is AI? - Cut Through the Data Noise: Building sustainable portfolios requires high-quality metrics. How do investors find the right information to make better decisions?
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Clarity AI is the leading sustainability tech company, leveraging advanced technology and AI to provide data-driven environmental and social insights to investors, corporates, governments, and consumers. AI has been at the core of Clarity AI's offering from the start, supporting a fully flexible set of data solutions, insights, analytics capabilities, and tools used for portfolio management, corporate research and engagement, benchmarking, regulatory reporting, online banking, and e-commerce customer experience. Within the investment sector, Clarity AI serves a direct network of clients managing over $50 trillion in assets and includes firms like Invesco, Nordea, Lazard Asset Management, and Santander. Our strategic partnerships with financial institutions such as BlackRock, the London Stock Exchange Group (LSEG), BNP Paribas, Caceis, or SimCorp, allow thousands of users to access Clarity AI advanced data analytics capabilities through their usual investment platforms, ensuring a seamless workflow experience. Additionally, our partnerships with platforms like Diligent, boasting one million users, or Klarna, currently reaching over 150 million online buyers, benefit corporates and consumers alike. Clarity AI has offices in North America, Europe, and the Middle East. For more information visit www.clarity.ai