Objective flexibility with the guardrails built in
Operationalise AMAS Self-Regulation 2.2 with a solution designed to reflect how funds actually work and how they are audited.
AMAS 2.2: Flexibility With Proof
AMAS 2.2 is deliberately approach-based. Asset managers are free to define their own sustainability objective — provided it is substantiated, holding by holding, under a recognised approach.
Multiple objectives allowed
AMAS does not prescribe one. You define what sustainability means for your fund.
70% minimum qualifying share
Each claim must meet the Article 3 threshold — no exceptions.
At least one qualifying approach
Best-in-class, Thematic, Climate Alignment, or another recognised approach.
Evidence per holding, continuously
Substantiation is not a one-off exercise. It must hold at every review.
The Asset Manager Challenge
Defining sustainability under AMAS creates a structural tension:
Too rigid
A fixed framework cannot reflect what a fund actually does. You under-claim or reshape the strategy to fit the tool.
Too loose
Unconstrained configuration may pass internally but fails under audit. The risk is not theoretical. It is greenwashing.
The impact is material
The same fund can show a qualifying share ranging from 0 – 100%, depending on configuration.
The Inrate Approach
Asset managers should be able to express their own objective but never one they cannot defend. The Inrate AMAS Compliance Engine delivers both.
Express your own objective never one you cannot defend
The Inrate AMAS Compliance Engine delivers both.
Flexibility
Define your objective
- Combine 6 AMAS approaches to reflect your strategy
- Select from 29 sub-objectives
- Set thresholds and composition aligned to how the fund is managed
- Test an existing portfolio or design a compliant fund from a universe
No predefined labels. No forced standardisation.
Guardrails
Built in and enforced
- Qualifying approach required No qualifying approach, no run.
- 70% floor enforced Alignment with Article 3 visible in every run.
- Per-issuer audit trail Every pass/fail is attributed and documented.
- One defensible configuration Calibration resolves ambiguity into an audit-proof setup. Alternative configurations are recorded and rejected transparently.
The result: flexibility that holds under scrutiny.
Audit-Ready By Design
Why Inrate
Data that reflects real-world impact
Double materiality based on company activities — not disclosure alone.
Swiss and independent
FINMA-literate, conflict-free, with deep coverage of Swiss and small-cap issuers.
More than data
Inrate does not only provide ESG metrics. It provides the engine that turns them into a defensible AMAS outcome.
Built For Teams Accountable Under AMAS 2.2
Request a demo to see how your strategy performs against the AMAS framework.
Live walkthrough with your fund's actual configuration — no commitment.