Inhalt
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.
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.
