Empowering investors, driving sustainable transition
Inrate’s engagement services empower institutional investors to be active owners of their assets. We conduct structured dialogues with companies and fund managers on material environmental, social, and governance (ESG) issues, track progress and encourage transparency. Through these efforts, we help drive meaningful improvements in sustainability impact, creating long-term value for investors and other stakeholders.
Features
Comprehensive engagement services since 2006 with over 800 dialogues conducted since 2015:
Goal-oriented dialogue
Targeted, continuous, and result-oriented dialogues with companies and fund managers on material ESG topics.
Double Materiality Approach
Rooted in financial and impact materiality, leveraging proprietary ESG data and sector expertise to drive informed decisions.
Independence
No advisory services to companies or management of financial assets, with all ESG data collection and analyses conducted exclusively in-house.
Transparency and Reliable Reporting
Tracking of progress via defined KPIs on our proprietary platform, with key outcomes shared in our annual Engagement Report.
Inrate’s ESG Engagement Strategy
Responsible Shareholder Group (RSG)
The Responsible Shareholder Group (RSG) is Inrate’s national engagement pool of long-term institutional investors with CHF 100+ bn in AuM. The engagement pool allows members to increase their influence on target companies, address material ESG issues, and benefit from ESG expertise while optimizing internal resources.
Engagement with Swiss Real Estate Funds
Inrate’s Real Estate Engagement services empower institutional investors to drive sustainability across Swiss real estate funds. On behalf of clients, Inrate engages with fund managers to foster transparency, support measurable progress, and promote sustainable growth in a key asset class.
Customized Engagement
Services
Leveraging our experienced team, proprietary data, and direct company access, we deliver ESG engagement solutions tailored to each client’s specific goals and priorities.
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 data lake 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.
