Inrate
Portfolio Analysis
FromInrate
Many investors want to monitor how their investments stand from a sustainability and climate change perspective. Portfolio managers need to know if there are risks involved; large pension plans require sustainable investment strategies and private shareholders wish to be informed.Most popular related searches
Our portfolio analysis often acts as an entry point for investors into sustainable investment. This service can be adapted to suit many needs including the implementation of the Principles of Responsible Investment as developed by the United Nations.
Innovative solutions
- Used for both assessing and monitoring investments
- Suitable for enhanced reporting and benchmarking
- Facilitates special topics, e.g. UN-PRI, UN-Global Compact, human rights and environmental issues
Suitable for a diverse range of needs
- Non-SRI fund managers
- Shows sustainability awareness
- SRI fund managers
- Proves sustainability credentials versus competition
- Shows adherence to mandate guidelines
- Pension plans
- Provides consolidated view of overall sustainability status of assets
- Stimulates direct engagement with companies and asset managers
- Private shareholders
- Encourages SRI information and education