vestr adds ESG reporting feature from Clarity AI

Rick Steves

“While ESG metrics are not part of the mandatory financial reporting, companies are increasingly making disclosures in their annual reports or in a standalone sustainability report. And we want to support this development.”

New York-headquartered Clarity AI, a provider of ESG and sustainability capabilities, has made its data available to all vestr clients and their users through vestr’s DELTA platform for product reporting, including individual and joint ESG impact ratings.

vestr is a fully automated portfolio management tool for issuers and managers of active investment products. The cloud-based solution for structured products issuing houses is adding the ESG reporting feature to allow thousands of asset managers and hundreds of thousands of individual investors to integrate ESG rating capabilities into their client reports.

Data covers over 50,000 public companies and 280,000 funds

Clarity AI uses artificial intelligence to gather, assess, organize, clean and quality-check raw data, which is then used to align to industry consensus ESG risk analysis. The data covers more than 50’000 public companies, 280’000+ funds from 198 countries and 188 governments.

Daniel Gonzalez, Head of Distribution Platforms at Clarity AI, said: “We are very excited to see our capabilities live in vestr’s DELTA platform and to be able to bring societal impact to markets to an even broader base of clients. We have the most comprehensive sustainability tech kit available on the market, and we are thrilled that vestr clients will have the ability to access our Industry Consensus ESG Risk, Exposures, ESG Impact, Impact Highlights, UN SDGs, and Climate analytics and assessment capabilities.”

Rico Blaser, Co-Founder and CEO of vestr, commented: “We anticipate our clients’ journey. Investors are increasingly applying these non-financial factors as part of their analysis process to identify material risks and growth opportunities. While ESG metrics are not part of the mandatory financial reporting, companies are increasingly making disclosures in their annual reports or in a standalone sustainability report. And we want to support this development.”

vestr’s APIs connects with issuers’ downstream systems and brokers

In May, Luzerner Kantonalbank (LUKB) partnered with vestr to enhance its structured products business with Actively Managed Certificates (AMCs) as part of a new digital offering.

Actively Managed Certificates (AMCs) are securitized portfolios that are dynamically adjusted at the discretion of an investment manager. They can be issued as on- or off-balance sheet certificates and are either privately placed or exchange-listed.

AMCs are fast to market, flexible, and low-cost, and allow investment managers to turn their investment ideas into an exchange-listed product on the same day.

Issuers must create the legal setup for the certificate, while investment managers need to continuously monitor and manage its compositions.

The vestr platform facilitates these workflows and allows investment managers to perform rebalancings and download reports directly on the platform. vestr’s APIs can be connected with the issuers’ downstream systems and brokers to ensure a seamless experience.

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