Proxy Voting Services
A fresh perspective on voting with our latest proxy solution
Inrate’s proxy voting recommendations are based on the long-term interests of the corporation and the interest of (minority) shareholders. We have defined clear principles, and our guidelines are aligned with the most recent best practices and regulations. Based on our Catalogue of Criteria, we assess the Corporate Governance of a Swiss-listed company.
Next, we create a voting recommendation based on our Voting Guideline. Both these documents are publicly available and ensure high quality and comparability between rated companies.
- Basis for assessing the corporate governance of companies (zRating score)
- Based on analysis of the articles of incorporation and the annual report (among others)
- zRating identifies potential corporate risks from a corporate governance perspective that may have an impact on the value of the company and therefore have a negative effect on minority shareholders
- Revised annually
- Decision-making basis for «acceptance» or «rejection» of AGM agenda items
- Analysis of the invitation to general meetings
- Recommendations based on the long-term interests of the corporation and the shareholders
- Revised annually
Proxy Voting Service Packages
Standard
Access to platform and proxy voting recommendations
Pro
Ability to record voting behavior and to create a Proxy Voting Report
Voting
Full process (incl. exercising voting rights) delegated to Inrate
Strategic Partnership With Minerva Analytics for Global Proxy Voting
AGM Results and Voting Recommendations by Inrate
During the Proxy Voting Season 2022, we issued proxy voting recommendations for 208 AGM of companies headquartered in Switzerland (incl. 12 EGM). Of over 4’000 agenda items, we rejected 21 %. The highest percentage of «against» recommendations were reached for remuneration reports, which was, in turn, also the agenda item category with the highest percentage of «against»-votes at general meetings.
zRating – Methodology for Assessing Corporate Governance
Since 2009, the Corporate Governance of Swiss-listed companies has been assessed under zRating. As a Corporate Governance expert, Inrate has developed a methodology to assess the Corporate Governance of Swiss-listed companies based on 68 quantitative and qualitative criteria with a maximum score of 100 points. Thereby, Inrate assesses the composition of the board of directors and the management, the remuneration and participation models, the shareholders and capital structure, the participation rights of shareholders, and the company’s sustainability and information policy.
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