Inrate

Company mission

Inrate AG is an independent sustainability rating agency in German-and French-speaking Switzerland. It was formed in 2010 from the merger of INrate and CentreInfo. Inrate has 20 years of experience in linking profound sustainability knowledge to innovative research solutions for financial markets. Therefore, we are among the largest and most respected agencies in Europe.

We provide sustainability knowledge to redirect invested capital in the direction of a sustainable economy. This makes us an integral part of the global financial infrastructure.

Legal form

Aktiengesellschaft according to swiss law similar to PLC

Ownership

NEST Sammelstiftung, INFRAS, Fondation Pier-Luigi Giovanni-ni, employees of Inrate

Foundation

1990

Executive Board

P. Spicher (CEO), V. Ardenti (Head of Production), T. Jung (Research), S. Gilardi (Market Relations); Administrative Board: C. Müller (Präsident), Dr. P. Beriger, Dr. R. Iten, J. Giovannini, T. Pellet

Number/qualification of employees

22 employees; degrees in Economics, Geography and Environmental Engineering, graduate diplomas in business management and environmental economics

Advisory Board/Council

The sustainability assessment by Inrate is closely accompanied by an independent advisory board. This body takes care that the results of the sustainability research meet the set objectives. To ensure this, the approach and method is essentially determined by the advisory board.

The advisory board is composed of competent and experienced specialists within their respective areas of  sustainability, such as Water- and energy economy.

Cooperations/Memberships

EUROSIF, Forum Nachhaltige Geldanlagen (FNG), öbu (Netzwerk für nachhaltiges Wirtschaften), Sustainable Finance Ge-neva, UN Principles for Responsible Investments, The Sustainability Forum Zürich (TSF)

Background

2010: The merger of INrate and CentreInfo combines over 20 years experience under one roof, which ensures faster product launches in the ESG Research.

2009: The first methodology for sustainability assessment of Private-equity investments.

2008: INrate and CentreInfo agree on a strategic co-operation and expand their services. The two companies together form an inter-national research pool.

2007: CentreInfo is the first vendor with a complete research to companies in emerging markets.

2006: INrate launches first products to important issues of sustainability trends – i.e. water, climate change, consumption and mobility.

2005: Centre Info launched envIMPACT, the first quantitative model to assess the impact of climate change across the entire value chain of companies.

2003: Due to the successful development of the SiRi group SiRi members found an independent, profit orientated firm, in which CentreInfo is acting as a principal shareholder and managing partner.

2001: Official founding of INrate and implementation of a new social-rating methodology. An independent advisory board is formed to oversee the entire rating process.

1998: INrate developed the unique best-in-service approach, which set formal new incentives for the necessary structural change to a more sustainable economic.

1995: The Swiss pension fund NEST and the sustainability consulting institute-INFRAS establish a foundation for sustainable investment products (hereinafter INrate) and evaluate invest-ments according to environmental criteria.

1994: Based on the Brundtland report CentreInfo creates, the first methodology for sustainability assessment of companies.

1990: CentreInfo is founded as a think-tank of the Foundation Duchemain, which is aimed at promoting sustainable develop-ment.

Research

Our research approach was steadily developed and regularly updated over the past 20 years. Not only our own experience and know-how flow into the approach, but also the knowledge of our international partners. Our ESG parameters are checked regularly for correctness and validity. Moreover, the research process is closely accompanied by a independent advisory board. It ensures that the final product meets the highest industry and neutrality standards.

We have integrated environmental, social and governance aspects in our research process. We focus on company policies, management, and published facts and focus our attention on the specific design of processes, products & services. We know that each sector and each company faces specific risks and opportunities. Therefore, we evaluate how a company manages sustainability risks from a sector-specific perspective and whether it uses the SRI opportunities.

Main features of our expertise:

  • development of our research for over 20 years, taking into account the internal and external know-how
  • On-going monitoring by an advisory board guarantees an independent quality control
  • Sector-specific approach
  • Always the latest know-how on sustainability opportunities and risks of international businesses

Criteria

The overall assessment is made up of a product evaluation and an assessment of management systems and processes of the company. Overall, the criteria are combined into seven overarching themes.

The product evaluation looks at the activities of a company. There are approximately 500 activities, depending on the activity associated fields. These activities result in a rating in our impact matrix depending on the environmental and social effects. There are also sector based criteria for the assessment of product-optimisation. This innovative process allows us to make a more sophisticated assessment compared with conventional methods.

Within the assessment of management systems and processes, six themes are distinguished:

  • Reporting: Is the company reporting on their CSR activities, is the report guided by the Global Reporting Initiative (GRI) and is there an independent audit?
  • Ethics: Evaluated are inter alia, business ethics, competition policy and the responsibility to customers.
  • Working conditions: safety, equality, freedom of association and various other sub-themes are used to evaluate both the company and for the suppliers .
  • Environment: The evaluation of environmental performance is done along the entire life cycle.
  • Society: Evaluation of the handling of the society, especially with regard to all common-recognized human rights.
  • Governance: Analyses will include the composition of the Board, the remuneration report and the management of shareholders.

Ranking-/Rating-System

With our sustainability assessment, we identify sustainability pioneers, followers and so-called stragglers who do not consider the issue of sustainability in its totality. We investigate how companies integrate sustainability into their product and services, and in its strategy and work processes.

Quality Management

Quality and integrity rank first at Inrate - this way we managed to take a leadership position in our industry. In the future quality and integrity will be the central elements of our company.

Everybody assesses quality and integrity in a different way. We live it within our team, in cooperation with our customers and our partners and in our work.

Measurable quality

Our team of analysts:

  • Experience - multi-disciplinary backgrounds, years of experience in the sustainability analysis
  • Capacity - about 40 analysts (including partners), only 60 companies per analyst

Our Network:

  • International partners - local know-how in North America, Asia-Pacific and Europe
  • knowledge partner - for example INFRAS in Zurich, Carnegie Mellon University in Pittsburgh for specific projects

Our Research:

  • Process - an innovative, unified, access to local know-how (geographical proximity, language and experience)
  • Transparency - to users and rated enterprises.

Measurable integrity

  • No work for rated companies
  • No Investments in companies rated
  • Our customers have grown with us
  • Project partner of the CSRR-quality standard for sustainability research

Products & services

Solutions for:

Services:

Clients

Inrate's customers range from financial analysts (sell side, buy-side, established team of sustainability analysts) to asset managers (institutional, retail, private banks). For 20 years Inrate enables their customers, to build SRI know-how and keep it up to date using ESG Research. Among the customers of Inrate are recognized European companies which were recognized for their sustainability services:

Raiffeisen Switzerland, a recognized provider of investment products for retail customers, has won four times in the renowned Lipper Fund Award for the best performance over five years in Swiss equities. Together with Raiffeisen Inrate developed the Futura approach, which is among the strictest in the sustainability industry.

Société Générale, a leading sell-side research firm, has integrated Inrate's opinions on climate change in its reports. Société Générale has always occupied the front rankings at Thompson Reuters Extel Survey for sustainability research.

Ethos, the Swiss Foundation for Sustainable Development, and a large institutional investors in Switzerland, has received the highest ratings from the UNPRI initiative for the implementation of UNPRI principles.

Pictet Asset Management, a leading institutional asset manager is the first provider that has been awarded the “SRI Provider of the Year” three years in a row.

Newsletter

Please enter your email address to get the latest news:

 Security code