Exclusion criteria enable investors to align portfolios with norms and values. These criteria can be the values of the owners on the one hand, and global guidelines such as the ten principles of the UN Global Compact on the other. Within the various sustainable investment approaches, exclusion strategies continue to be the most frequently used. Screening provides the information necessary to exclude investors and thus minimise image and reputation risks for investors.
Inrate provides investors with detailed exclusion information in the following areas:
- Product level (e. g. armaments, tobacco, alcohol, nuclear energy, gambling, etc.)
- Activity level (e. g. coal production, oil production, etc.)
- Standards (e. g. international treaties, embargos, sanctions, etc.)
- Behavioural level (e. g. violation of human rights, corruption, etc.)
At the product and activity level, it is possible to define percentage-exact sales shares from which a company is to be excluded. At the behavioural level, our controversial indicator can be used to determine how serious a controversy must be in order to rule out a company. In the field of standards, investors can define which international treaties a country must have ratified in order to be eligible for investment.