MDOTM Ltd and Clarity AI have entered into a strategic partnership to help wealth managers deliver large-scale, truly personalized portfolios that integrate sustainability preferences and meet growing client expectations.
The collaboration combines Clarity AI’s market-leading ESG intelligence with Sphere, MDOTM's AI-driven investment platform used by portfolio and investment teams to design, customize, and manage portfolios at scale.
Addressing the Demand for Personalization
Wealth clients increasingly expect portfolios that reflect both investment strategy and personal values. For advisory teams, this means managing hundreds of portfolios while ensuring that each one:
- Aligns with investment committee views
- Respects client-specific ESG values, exclusions, or sustainability themes
- Meets individual risk profiles
- Delivers clear and consistent reporting
Doing this manually is resource-intensive and introduces operational risk. The MDOTM–Clarity AI partnership addresses this challenge directly.
A Joint Solution for Scalable, ESG-Integrated Portfolio Management
The integration enables investment and advisory teams to:
- Incorporate sustainability insights directly into portfolio construction
- Adapt model portfolios to client-specific ESG requirements
- Automatically generate personalized reporting and narratives for each portfolio
The result is a streamlined workflow that brings consistency, transparency, and scale across the entire portfolio-management lifecycle.
Clarity AI’s Contribution
Clarity AI provides:
- ESG insights derived from 100+ data sources
- Industry-consensus ESG scores aligned with SASB standards
- Explainable and customizable sustainability metrics
These capabilities help wealth managers meet regulatory expectations while offering clients a clear and differentiated sustainability experience.
MDOTM Sphere’s Role
Sphere, MDOTM’s AI investment platform, enables:
- Scalable creation, customization, and rebalancing of portfolios
- Automatic application of client constraints (exclusions, ESG filters, asset limits, preferences)
- Consistent, tailored portfolio commentaries powered by analytical and generative AI
By combining automation with investment intelligence, Sphere ensures that sustainability preferences and investment strategy remain aligned across all client portfolios.
A More Scalable and Sustainable Advisory Model
Through this integration, wealth managers can deliver sustainable portfolios at scale, align investment strategies with client values, while empowering advisors with clear and personalized insights. As Daniel Gonzalez, Director of Global Partnerships at Clarity AI, notes:
Through our partnership with MDOTM, we are powering automated portfolio construction to easily integrate and manage ESG risks. This collaboration equips investors with robust and dynamic tools to identify and mitigate risks early, enabling smarter, more resilient portfolios that align with client values.
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