Sustainable Investment - Portfolio Securities SI totals

Summary (What?)

Clarity AI is releasing a new Sustainable Investment (SI) API endpoint that will deliver SI values at security-level for a predefined portfolio ID, along with the SI totals.

Business impact (Why?)

This endpoint will enable API consumers to obtain data points:

• SI total
• Criteria 1 - Contribution to a Sustainable Objective
• Criteria 2 - Do Not Significant Harm
• Criteria 3 - Good Governance.
• Split between contribution to an Environmental and Social objective.

The new endpoint will help customer to obtain these values both at portfolio-level as well as security-level.

Modules and Endpoints impacted (Where?)

List of endpoints by module impacted by this release:

New Features (How?)

1. New synchronous API for Sustainable Investment - portfolio-level endpoint

Go-live date (When?)

15/Nov/2024