Inrate AG


ESG Investment Universes

A sustainable investment universe offers investors the assurance of the criteria and values you have defined. 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 cooperation with the customer. The implementation can then be carried out in annual, quarterly or monthly updates. The process includes an annu-al reporting session in which we present the evolution of the universe compared to the previous year and the benchmark. Universes can be downloaded directly from an online database.

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