Align with regulatory requirements and drive the long-term interests of shareholders and their owned companies using Inrate’s comprehensive proxy voting solutions. Experience seamless proxy voting services with solutions that cover the whole voting process, available to you real-time on an agile and secure online platform.
Transparent and Collaborative Proxy Voting Experience
Today’s clients face a complex ESG landscape, with legislative requirements for active and transparent proxy voting in owned companies. Inrate’s Proxy Voting Services support active owners in exercising their shareholder rights through a transparent and collaborative proxy voting process, with tools that make tracking and reporting a breeze.
Features of Proxy Voting Services
Collaborate with Top Corporate Governance Specialists
through consistent communication throughout the proxy voting process.
Easily Track and Report on Your Voting Activities
using Inrate’s proprietary proxy voting tool and customizable voting reports.
Ensure Objectivity and No Conflicts of Interests
harnessing Inrate’s commitment to service only institutional investors and keeping away from managing assets.
Inrate’s Proxy Voting Strategy
Comprehensive Corporate Governance Rating
Development of zRatings that evaluate the Corporate Governance of Swiss-listed companies using over 65+ material indicators. All ratings are developed using a published Catalogue of Criteria.
Transparent Proxy Voting Recommendations
Issue voting recommendations based on publicly available voting guidelines. All clients can adjust the voting recommendations based on their objectives.
Integrated Online Tool
Client-centric tool provides all historic and current proxy voting data, along with features to incorporate client inputs on all voting decisions.
Continuous Client Engagement
Corporate governance experts are available throughout the voting process to support clients via email, phone, or in-person.
Customized Voting Reports
Every proxy voting cycle culminates with customized reports that comply with relevant regulations for institutional investors.
Swiss Focus with International Coverage
Inrate has partnered with Minerva Analytics to provide wider coverage for its Swiss clients with voting services for Swiss and international equities.
Inrate’s Proxy Voting Tool: Your destination for all current and historic proxy voting data
Access current and historic voting recommendations
Explore our corporate governance ratings
See company-level results at each AGM
Access all relevant company documents (annual reports, articles of association, etc.)
Why Inrate
Impact Lens
Inrate has balanced financial materiality with impact well before 'double materiality' gained prominance in European Capital Markets. The impact of a company's business activities has stood at the core of Inrate's assessments, overcoming the biases created by disclosures.
Flexible Data Models
Inrate’s research can be customized to develop comprehensive datasets based on the client’s investment objectives and evolving regulatory requirements. This unmatched customization utilizes meticulous research on the impact of business activities, corporate sustainability disclosures, and ESG controversies.
Dedicated Client Support
Inrate operates as a ‘glass box’ with an unparalleled commitment to transparency and communication. We deliver unequivocal support from our long-standing team of research analysts, providing insights from our extensive research and subject matter expertise.
Regulatory Alignments
Inrate’s datalake evolves in tandem with new regulatory frameworks, consistently empowering clients to uncover their portfolio’s regulatory conformity. Our datasets promise relevance and materiality with the evolving sustainability market.