Active Ownership

Inrate provides ESG Active Ownership services. We support responsible institutional investors as a one-stop-shop by supporting them in setting up their responsible portfolio, exercising their voting rights, entering into dialogue with listed companies, and finally reporting on ESG aspects.
inrate esg active ownership

Transparent Proxy Voting & ESG Engagement for Sustainable Governance

Through our Proxy Voting Services, shareholders’ rights are exercised in accordance with transparent guidelines and based on sound corporate governance research (zRating). We also engage on Environmental, Social, and Governance (ESG) issues with corporate managers and the board of directors of listed companies in Switzerland on behalf of the Responsible Shareholder Group (RSG), a group of dedicated investors, to have long-term positive effects on engaged companies.

Proxy Voting

We support active owners with transparent and comprehensible voting recommendations and detailed corporate governance research.

Engagement

ESG Engagement helps active owners to leverage their influence on companies through dialog on environmental, social, and governance issues.

esg active ownership package

Why Inrate?

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 operations, and ESG controversies.

Impact Lens

Inrate uses a forward-looking assessment of impact that helps clients uncover short and long-term ESG risks across their portfolio. Our unique assessment of social environmental impact incorporates robust research that transcends the limitation of varying corporate disclosures.

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.

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 insight into our extensive research and subject matter expertise.

LATEST NEWS

New Engagement Report

New Engagement Report

In this year's annual meeting of the Responsible Shareholder Group (RSG; Inrate's national...