Clarity AI connects an agent to fund-level sustainability classification under the EU's proposed SFDR 2.0 framework, a regulatory area many teams are only starting to prepare for. A fund can be looked up by name, ISIN, or CUSIP, and the integration returns a simulated Article classification along with the regulatory disclosure data and modelling behind that classification, not just a bare label with no explanation attached. Because SFDR 2.0 is still a proposed framework rather than finalized law, the classification returned is explicitly simulated, giving analysts and compliance teams a way to see how a fund would likely be treated once the rules take effect, and to review the underlying data driving that estimate before relying on it in a client conversation or an internal report. Through Neotask, an agent can check funds one at a time or work through a whole list, surfacing the disclosure detail behind each result so a person doesn't have to separately track down the modelling assumptions themselves from some other source. That combination of a classification plus the reasoning behind it is what separates this from a simple lookup table, since a compliance or advisory team can see exactly what data point pushed a fund toward one Article category over another.
| Search fund by name | Finds a fund's SFDR 2.0 simulated classification using its name. |
| Search fund by ISIN | Looks up classification data using a fund's ISIN identifier. |
| Search fund by CUSIP | Looks up classification data using a fund's CUSIP identifier. |
| Retrieve disclosure data | Returns the regulatory disclosure data behind a specific classification. |
| Review classification modelling | Surfaces the modelling logic used to arrive at a simulated Article classification. |
| Batch-check a fund list | Runs simulated classification lookups across several funds in one pass. |
A compliance analyst has a list of forty funds to review before the proposed SFDR 2.0 rules take effect later in the year, and reviewing each one manually would take days. Their agent looks up each fund by ISIN, returns a simulated Article classification for every one, and flags the funds where the underlying modelling suggests a different classification than the fund currently claims publicly in its own materials. Six funds out of the forty come back flagged with a mismatch worth a closer look. The analyst focuses manual review time on that shorter flagged list instead of working through all forty funds individually from scratch, cutting the review down to a fraction of the original time.
A client asks why a specific fund they hold might be reclassified under the new sustainable finance rules currently being proposed in Brussels. The agent searches the fund by name, pulls the simulated Article classification along with the regulatory disclosure data behind it, and summarizes the modelling in plain, non-technical terms the client can actually follow. The explanation covers which specific disclosure items drove the simulated result and what might change if the underlying data shifted. The advisor uses that summary directly in the client conversation instead of digging through the underlying regulatory filings and disclosure documents alone beforehand.
It's a simulated classification based on the proposed SFDR 2.0 framework, since that framework hasn't taken effect yet and could still change before it's finalized into law.
Yes, funds can be searched by name, ISIN, or CUSIP, whichever identifier happens to be easiest to reference at the time of the search.
It returns the regulatory disclosure data and modelling behind each simulated classification, not just the classification label itself with no supporting detail attached to it.
Because the classification is explicitly simulated against a proposed framework, results reflect the current proposal and would need to be checked again if the underlying rules change before finalization.
Analysts, advisors, or anyone needing to understand a fund's likely sustainability classification and the reasoning behind it can use the same lookup for their own purposes, not just formal compliance work.
An agent can look up funds individually or work through a longer list one after another, surfacing the disclosure detail behind each result as it moves down the list.
The framework being simulated is the EU's proposed SFDR 2.0 rules, so the classification is most directly relevant to funds that would fall under that regulatory scope.
The regulatory disclosure data returned is tied to the fund's own record, which is what the simulated classification and its supporting modelling are built from in the first place.