ESG Consulting
Inrate’s comprehensive database (including ESG Impact Ratings, screening, climate, SDG, and compliance data) allows portfolio reporting along various dimensions. For instance, an assessment based on the overall sustainability of the companies in the portfolio, critical business practices (controversies), and critical products, and also compliance
with regulatory requirements (e.g., SFDR). The assessment is carried out based on both equal and capital weightings and is always presented in relation to a comparative index. An attribution analysis is also included in our ESG Reporting service.
Consulting
We advise banks, asset managers, insurance companies, pension funds, and other institutional investors in the consideration of sustainability in the investment sectors ESG Integration and Thematic Investments.
Our consulting services, among others, include:
ESG Integration
Creation of a customer-specific investment regulation
Specification of sustainable investment products
Workshop for internal decision-makers
Definition of a sustainable investment strategy
Sustainable investment reporting
In order to avoid conflicts of interest, we do not advise rated companies in areas that can influence the rating result and we do not act as asset managers.
Universes
At Inrate, investors choose from a wide range of sustainable investment universes – from traditional best-in-class universes to specific theme universes, such as climate change, mobility, and water. The universes can be used by portfolio managers as a direct default. Based on this, portfolios can be created. The criteria that apply to a specific universe are evaluated in coordination with the customer.
