Home > Portfolio Analysis & Reporting

Portfolio Analysis & Reporting

Home > Portfolio Analysis & Reporting

Inrate’s comprehensive ESG reporting suite provides unparalleled transparency into the sustainability performance of your portfolios and total assets. Encompassing insights from the full spectrum of Inrate’s ESG Ratings and Data, our reporting suite integrates various sustainability considerations, empowering you to make informed decisions.

Unifying Data and Insights

Our reports leverage the full spectrum of Inrate’s ESG Ratings and Data, encompassing

Overall Impact Rating

Gain a holistic view of your portfolio's sustainability strengths and weaknesses

Climate Exposure

Identify the climate impact of your portfolio using Inrate’s climate data and climate-specific indicators

Single Indicators

Deep dive into specific ESG issues such as child labor or banned weapons to align your investments with your values

Thematic Screening

Screen your portfolio for alignment with specific sustainability themes or industry best practices

Features of Portfolio Analysis & Reporting

Benchmarking for Enhanced Understanding

We go beyond basic reporting by providing insightful comparisons to relevant benchmarks. Gauge your portfolio's sustainability contributions and performance relative to your peers, and track progress over time.

Consistent and Versatile

Inrate's reporting framework ensures consistent analysis across all asset classes, from equities to real estate. This uniformity simplifies portfolio comparisons and facilitates holistic decision-making.

Client-centric Design

We tailor reports to your specific needs and preferences. Whether you require detailed breakdowns or concise summaries, Inrate delivers the information you need in a clear and actionable format.

Aligned with Leading Standards

Our reports are designed to adhere to industry best practices, including the upcoming Swiss Climate Score and the ASIP Stewardship Reporting framework.

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.