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Engagement Focus and Report 2022

Dec 27, 2022

The 2022 engagement season was all about change and further development. An important step was the reorganization of Inrate’s engagement team. The increased interest from the market and the internal commitment to further develop this area are reflected in the creation of the position Head of Engagement, which Tilman Jundt took over in January 2022.

Since 2006, dialogues with Swiss companies have been conducted in the name of the Corporate Governance Agency Switzerland which was acquired by Inrate in 2018. Since 2019, Inrate has been leading new-style engagements on behalf of the engagement pool called Responsible Shareholder Group (RSG) on key topics (see Engagement topics).

In 2022, we have been in exchange with 115 companies (149 since 2019). For the first time, we reported on the effect of our efforts. Out of 150 KPIs which were assessed, we could observe a positive development on 30 KPIs and even the reaching of 20 milestones. To increase transparency, Inrate published an Engagement Policy where the approach, process and engagement definitions, such as the explanation on milestones and KPIs, are openly accessible.

For further insights and information please refer to the Engagement Report and Policy.

Financial market infrastructure provider SIX announced today the launch of a new climate data offering, aimed at supporting investors in reporting and monitoring of climate factors, and in climate-related investment and risk decision making.

The climate data sets, from various data providers in a range of industries, will provide clients with modelled and reported emissions data, covering over 33,000 companies globally, and bringing together multiple data sets on regulatory, historical and forward-looking climate impacts from providers including MSCI and Inrate. SIX also announced that it has recently entered into an agreement with environmental disclosure platform CDP to offer access to its global Greenhouse Gas (GHG) Emissions Dataset across various industries.

According to SIX, the new data sets come as investors increasingly require ESG and climate data to monitor investment decisions and to meet growing regulatory disclosure requirements, including the EU’s SFDR and the U.S.’ upcoming SEC Climate Disclosure Rules.

Martina Macpherson, Head ESG Product Strategy and Management, Financial Information, SIX, said:

“Understanding, measuring and managing climate risk and opportunities, as well as the impact that these can have on investment decisions, is a critical area of focus for market participants and policy makers alike. As more climate risk monitoring and reporting is required globally, the cost of compliance is increasing – both in operations and in terms of specialist ESG resources. SIX works with established providers of basic and specific ESG and climate data in the market.”