Clarity AI

The Principles for Responsible Investment turns 20 this year. Our CSO, Lorenzo Saa, left the anniversary events in London and Paris reflecting on what it will take for responsible investment to stay relevant and impactful in a rapidly changing world: In this monthly digest, explore: ➡️ Why an almost perfectly split on #AI as opportunity vs. risk may be the most telling signal of where we stand today; ➡️ The cheetah and the owl: the case for using new tools to invest smarter, not just faster; ➡️ Two concrete calls to action for the investor community. Read the full edition below 👇

On #Mythos: The Fed and the Office of the Comptroller of the Currency are pausing cyber examinations of the largest US banks to give them time to assess the threat exposed by Anthropic's latest model. J.P. Morgan, Goldman Sachs, and Morgan Stanley have formed dedicated teams to work with the model. As JPMorgan CEO Jamie Dimon put it: "It's serious work. We have hundreds of people doing it full-time now." This is exactly what our own Austin Ritzel describes in this clip: the air gap between capability and deployment is being compressed, and when it is, defenders don't just have less time to patch. They have less time to understand what they're patching against. Anthropic's decision to limit Mythos access bought the industry some runway. The question now is how fast firms can use it. Get all the insights in this interview with Austin and Lillian Freiberg: https://lnkd.in/eKH_dqbi

Clarity AI is partnering with Climcycle to embed AI-native extra-financial intelligence directly into banking risk and compliance systems across the DACH region and broader Europe. Through the integration, banks can access audit-ready sustainability #data — including Scope 1-3 emissions and targets, EU Taxonomy KPIs, social and governance KPIs, adverse media screenings, and information on production sites and suppliers — directly within the systems and workflows they already use. The result: reduced manual compliance workloads, improved auditability, and more intelligent risk assessments. 👉 Read more: https://lnkd.in/etEE8vbm Benjamin Krusche, PhD |  Richard Branco #AI #Banking #ClimateRisk #Compliance 

AI meets sustainable investing: from hype to responsible practice At the Sustainable Investor Summit 2026 in Frankfurt, Clarity AI's Strategy Director Benjamin Krusche, PhD joined Romain Leroy-Castillo (Swiss Sustainable Finance) for a candid conversation on where AI in sustainable finance actually stands today. ➡️ No matter how sophisticated the model, data infrastructure, curation, and human review remain non-negotiable: new AI capabilities are ultimately just a new interface on top of data. That foundation doesn't go away. ➡️ What does need to change is accountability. Every team is eager to launch an AI use case. Far fewer are willing to own what happens when it goes wrong. As adoption accelerates, closing that gap is becoming one of the industry's most pressing governance challenges. ➡️ Auditability is a big part of that answer. With more and more applications going live, regulators and auditors need to keep pace, upskilling on AI risks and governance is now essential, not a nice-to-have. ➡️ And when it comes to delivering real value, no single technique does it alone. The power lies in combining approaches: semantic extraction, geospatial analysis, unstructured data feeding proven ML models, each one amplifying the others. 📗 Want to go deeper on how modern AI systems actually work under the hood? Our latest article breaks down the four architectural layers (LLM, MCP, skills, and agents) and why understanding them matters before buying or building any AI tool. Link in comments. Thank you to the ICF Institutional Capital Forum and Mario Weiss for the organisation. Laura Knirsch #SISDACH #SustainableFinance #AIGovernance #ResponsibleAI #SustainableInvesting #AIinFinance #ClarityAI

Geopolitical risk is rewriting the investment playbook. The challenge isn’t just tracking shifting alliances, it’s reconciling top-down macro views with bottom-up portfolio decisions in a way that is data-driven, auditable, and transparent. Join us on May 26 with NordSIP to tackle exactly that. Our Chief Research Officer, Patricia Pina (Clarity AI) will join Kristofer Dreiman (Länsförsäkringar), Marcus Svedberg (Folksam), and moderator Aline Reichenberg Gustafsson, CFA (NordSIP) for a practitioner-led discussion. Together, they’ll dig into how trade fragmentation and the new macro regime are reshaping investment policy, why data accuracy is now non-negotiable for regulatory scrutiny, and how asset owners integrate geopolitical signals without overreacting to short-term noise. 📆 May 26 | 10:00 CEST 🔗 Reserve your spot: https://lnkd.in/dqHNTgY9 #ClarityAI #GeopoliticalRisk #AssetManagement #InvestmentStrategy

Geopolitical tensions are reshaping energy markets, and changing how investors think about risk, resilience, and long-term value. Energy security, supply chain resilience, and regional exposure are becoming increasingly important considerations in portfolio strategy.

Providers offering ESG ratings in the EU will need authorization from July 2, 2026. The regulation targets three problems that have long undermined confidence in the market: ➡️ Lack of methodology transparency ➡️ Weak governance and internal controls ➡️ Conflicts of interest between rating and commercial activities For investors, the practical question is simple: does your provider meet this bar? We've published our full approach to authorization: what's required, and how we're meeting it. Read about it here: https://lnkd.in/eNxZfq7B #ESGRAR #EURegulation #ESGRatings

How can investors actually assess AI use across their portfolios and drive meaningful change? Those were some of the big questions on the table at the AI Governance panel at #UKSIFSpring2026 Serhat Öngen, Product Director at Clarity AI, joined Peter Flynn (Scottish Widows), Robyn Lockyer (Impax Asset Management), Stuart Riddick (Aberdeen) and Sally Kramers (UKSIF) for a conversation that cut to the heart of what responsible AI oversight really looks like in practice. AI is everywhere in corporate operations today. The question isn't whether your portfolio companies are using it, they are. The question is whether you have the tools and frameworks to analyse it. Thank you UKSIF for the organization! Alex McKeeman Lorenzo Saa Quentin Dehem #ResponsibleInvestment #AIGovernance #UKSIF #SustainableFinance #ClarityAI

“Simplification” has become the defining word of the EU regulatory agenda. But in practice, the direction of travel is becoming harder, not easier, for companies and investors to interpret. In the latest edition of The Signal, Tom Willman explores what recent developments across AI regulation, SFDR reform and sustainability reporting reveal about the EU’s broader regulatory approach. This edition covers: 🇪🇺 The stalled push to simplify the EU AI Act 📘 Why SFDR 2.0 may still become more demanding 🏦 The shift in EU banking ESG reporting from alignment metrics to broader risk exposure ⚖️ The growing debate around the ESRS–ISSB alignment 🔔 Read the latest edition of The Signal for a closer look at the regulatory shifts shaping markets, reporting and sustainability in Europe. #SFDR #AIRegulation #ESGReporting

AI can speed up analysis, but it also changes how we approach our work.