Demonstrate a robust and holistic approach to ESG Stewardship and drive long-term value creation in portfolio companies using Inrate’s Active Ownership services. Our services combine proactive ESG engagement with portfolio companies and end-to-end proxy voting solutions, enabling clients to fulfill regulatory requirements and propel positive ESG impact.
Inrate’s Stewardship Services
Active ownership allows institutional investors to be active stewards of their investments, influencing positive environmental, social, and governance (ESG) practices at portfolio companies. Inrate’s comprehensive ESG Stewardship Services provides proxy-voting and ESG engagement services via one online platform, so that institutional investors can seamlessly drive, track, and report on the progress of portfolio companies.
Features of ESG Active Ownership
Align with Regulatory Frameworks and the Swiss Stewardship Code
through goal-oriented ESG engagement services and end-to-end proxy voting services
Seamlessly Track Your ESG Performance
with Inrate’s proprietary tool, updated real-time to reflect the entire ESG progress
Effortlessly Demonstrate Responsible Ownership
through customizable reports at the end of every engagement and proxy voting cycle
Gain Insights from Top ESG Specialists
to select material ESG topics for active engagement and collaborate on proxy voting decisions
Our Offerings
ESG Engagement
Address unmanaged material ESG issues and align with responsible investment expectations set by increasing regulatory and market pressure. Inrate’s ESG engagement process takes on the work and delivers you the results by engaging with target companies on material ESG issues, tracking the progress, and enabling you to easily report on your ESG engagement progress.
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.