Sustainability tech company Clarity AI has onboarded Avalor Investment, a swiss wealth manager that focuses on portfolio management for private and family clients.

This collaboration combines Clarity AI and its technology with Avalor expertise in portfolio management and client reporting.

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In addition, the teamwork will let Avalor clients invest more sustainably, through access to broader and more granular data, and to boost understanding of sustainability frameworks.

Also, this will bolster the overall investment experience of Avalor’s clients and provide the firm with a technological edge in managing their clients’ wealth.

“We are excited to amplify the impact of sustainability assessment in the wealth management landscape in Switzerland. By combining Avalor’s unique wealth management expertise with our cutting-edge technology, we foster sustainable portfolio management and a unique client experience around sustainable investing,” said Andri Stocker, sales director for the DACH region at Clarity AI.

Avalor decided to partner with Clarity AI thanks to the platform’s customisable reporting functionality. Recognising the need for tailored solutions, Clarity AI empowers Avalor to create reports that align with their clients’ unique needs. This flexibility enables Avalor to deliver more advanced and personalised reporting.

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“We are very much looking forward to this collaboration in order to reach the next level on our sustainable journey,” commented Gregor Perrot (CIO) and Carole Müller-Wildi (Partner and CSO) at Avalor.

In June 2024, Clarity AI and the Swiss asset management company, Syz Asset Management, partnered to improve climate-related disclosures for Swiss pension funds.

The goal of this partnership is to assist portfolio managers at Syz Asset Management in providing ASIP metrics to their pension fund clients by utilising Clarity AI’s modern ASIP technology.

Through the agreement, Syz Asset Management will be able to take advantage of Clarity AI’s broad data coverage and profound knowledge of sustainability methodology to precisely report essential ASIP metrics, guaranteeing transparency and compliance with Swiss Climate Disclosure regulations. For pension fund transparency, the ASIP solution makes it easier to report in-depth GHG intensity (Scope 1+2), carbon footprint, and exposure to coal and fossil fuels.