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.

Read this next

Industry News

Horizon Software rebrands to Horizon Trading Solutions

“Horizon Trading Solutions has seen accelerated global growth over the past year to meet the rising demand for our trading solutions and built-for-purpose technology offering. The choice to rebrand represents a key part of this development, while maintaining our heritage and history in the industry.”

Market News

USDJPY has surged to levels last witnessed in 2022. Should we consider opening a short position?

The recent resurgence of the US dollar has propelled USD/JPY to new heights, touching levels not seen since 2022. This surge comes against the backdrop of stable short-term yields and ongoing economic data that fails to signal a significant slowdown, prompting questions about the extent of current monetary easing measures.

Digital Assets

DED Trends on Twitter After Memecoin Snapshot Announcement

Polkadot-backed community coin #DED, made it to the trending charts on X, demonstrating community’s engagement and interest behind the memecoin. 

Digital Assets

BlockDAG Presale Nears $10 Million Amid Toncoin’s Momentum, Green Bitcoin’s Presale, and the Rise of Other Top Cryptos

This article will examine three top trending topics: Toncoin’s potential, Green Bitcoin’s innovative presale, and BlockDAG’s sustainable mining approach. These cryptocurrencies take centre stage for their uniqueness and innovation.

Digital Assets

Coinbase scores minor victory vs SEC, but lawsuit to proceed

A federal judge in Manhattan, U.S. District Judge Katherine Polk Failla, ruled on Wednesday that the U.S. Securities and Exchange Commission’s (SEC) lawsuit against Coinbase can largely proceed.

Web3

COTI Teams Up with Civic for Enhanced Digital Identity Control

СOTI and Civic are teaming up to enhance digital identity security in Web3, aiming to provide users with more control over their digital selves through innovative technology.

Digital Assets

BlockDAG Takes on Chainlink (LINK) Crypto, and RON With DeFi Card and 5000x Profit Potential

Explore BlockDAG’s innovative DeFi card, which transforms cryptocurrency into spendable cash, alongside Chainlink (LINK) crypto and Ronin’s advancements.

Digital Assets

Court finally decides on Sam Bankman-Fried sentence, experts predict 20 years

Sam Bankman-Fried, the former CEO of the now-defunct cryptocurrency exchange FTX, is set to face sentencing on Thursday in a pivotal moment that could see the entrepreneur beginning a lengthy period in federal prison.

Crypto Insider

DeFi Winter Thaws: A Look at the Emerging Landscape

The past year has seen a significant shift in the Decentralized Finance (DeFi) market, transitioning from a period of decline (“DeFi winter”) to a potential season of growth.

<