Clarity AI

• New Clarity AI portfolioRuns when a portfolio is added to your Clarity AI account, however it was made.
• Clarity AI portfolio processedRuns when Clarity AI finishes processing a new or changed portfolio, so its data can be read (or when it rejects one). Optionally for one portfolio.
• Portfolio ESG risk score changedRuns when a portfolio's ESG Risk score, or one of its pillar scores, changes in Clarity AI. Optionally only for a move of some size.
• Top holding's ESG risk score changedRuns when the ESG Risk score of one of a portfolio's ten largest companies changes in Clarity AI. Runs once per company.
• Portfolio carbon footprint changedRuns when a portfolio's financed emissions or carbon intensity changes in Clarity AI. Optionally only for a move of some size.
• Fund ESG risk score changedRuns when the ESG Risk score, or a pillar score, of one of the funds you list changes in Clarity AI. Runs once per fund.
• Fund carbon footprint changedRuns when the carbon intensity or financed emissions of one of the funds you list changes in Clarity AI. Runs once per fund.
• Company ESG risk score changedRuns when the ESG Risk score of one of the companies you list changes in Clarity AI. Checks every three hours; runs once per company.
• UN Global Compact status changedRuns when Clarity AI's record of a UN Global Compact breach or watchlist entry changes for one of the companies you list, such as a new controversy. Checks every three hours; runs once per company.

• List portfoliosList the portfolios in your Clarity AI account, with their ids.
• Get portfolioGet a portfolio's holdings and status. Turn on 'Wait until ready' after creating or updating one, so later steps can read its data.
• Create portfolioCreate a portfolio from holdings. Clarity AI takes a few seconds to process it: use 'Get portfolio' with 'Wait until ready' before reading its data.
• Update portfolioReplace a portfolio's holdings, and rename it if you like. Clarity AI processes the change in a few seconds.
• Delete portfolioDelete a portfolio from your Clarity AI account.
• Get portfolio ESG risk scoresGet a portfolio's ESG Risk score, its Environmental, Social and Governance scores and coverage, or particular scores by id.
• Get top holdings' ESG risk scoresGet the ten largest companies in a portfolio by weight, with each one's ESG Risk and pillar scores.
• Get portfolio carbon footprintGet a portfolio's financed emissions and weighted average carbon intensity (scope 1 and 2), with how much of it is covered.
• Get portfolio climate scoresGet a portfolio's emissions (scope 1, 2 and 3, and the total) and its companies' emission reduction commitments.
• Get top emitting sectorsGet the five industry sectors that contribute most to a portfolio's financed emissions (scope 1 and 2).
• Get portfolio SFDR indicatorsGet a portfolio's SFDR principal adverse impact (PAI) indicators, such as carbon footprint and GHG intensity, with coverage.
• Get portfolio EU Taxonomy alignmentGet how much of a portfolio is EU Taxonomy eligible and aligned, for one environmental objective, by turnover, CapEx or OpEx.
• Get portfolio exposuresCheck whether a portfolio is exposed to business activities such as coal mining or tobacco, and how much of it is.
• Get portfolio impact highlightsGet a portfolio's environmental and social impact, such as water withdrawn or emissions, also put in everyday terms. Needs at least 5 companies Clarity AI covers.
• Get fund ESG risk scoresGet a fund's ESG Risk score, its Environmental, Social and Governance scores, coverage and peer group, or particular scores by id.
• Get fund carbon footprintGet a fund's weighted average carbon intensity and the emissions financed by an amount invested in it, with peer percentiles.
• Get fund climate scoresGet a fund's emissions (scope 1, 2 and 3, and the total), its companies' reduction commitments, and percentiles against peer funds.
• Get fund exposuresCheck whether a fund is exposed to business activities such as coal mining or tobacco, and how much of it is.
• Get fund holdingsGet the companies a fund holds, through any funds inside it, largest first, with their PermIDs for 'Request company data download'. Each account can read 500 different funds a quarter.
• Get fund EU Taxonomy alignmentGet how much of a fund is EU Taxonomy eligible and aligned, for one environmental objective, by turnover, CapEx or OpEx.
• Get company EU Taxonomy alignmentGet how much of a company's business is EU Taxonomy eligible and aligned, for one environmental objective, by its ISIN.
• Request security data downloadAsk Clarity AI for one data set (ESG risk, UN Global Compact, carbon footprint, SFDR and more) for a list of shares, bonds or funds. Read the rows with 'Get data download'.
• Request company data downloadAsk Clarity AI for one data set (ESG risk, controversies, carbon footprint, net zero, SFDR and more) for a list of companies by PermID. Read the rows with 'Get data download'.
• Look up company IDsAsk Clarity AI which companies issue a list of securities (ISINs or CUSIPs), or match LEIs to PermIDs. Read the matches with 'Get data download'.
• Get data downloadRead the rows of a download Clarity AI has prepared, waiting until it is ready if you like. Each row is a security or company with a column per score or metric.

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