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How Portfolio Analysis & Reporting Drives Sustainable Investments
How Portfolio Analysis & Reporting Drives Sustainable Investments

September 2, 2024

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In the dynamic world of investing, Portfolio Analysis & Reporting has become a cornerstone for investors seeking to optimize their strategies and ensure sustainable growth. But what exactly does this entail, and how can it revolutionize your investment approach?

What is Portfolio Analysis & Reporting?

Portfolio Analysis & Reporting involves a detailed examination of an investment portfolio’s performance, sustainability impact, and alignment with regulatory standards. Inrate offers a comprehensive ESG reporting suite that provides unparalleled transparency into the sustainability performance of your portfolios and total assets.

Why is Portfolio Analysis & Reporting Important?

  1. Enhanced Transparency: By leveraging the full spectrum of Inrate’s ESG Ratings and Data, investors gain deep insights into the sustainability performance of their portfolios. This transparency is crucial for making informed investment decisions.
  2. Benchmarking: Inrate’s reporting framework goes beyond basic reporting by providing insightful comparisons to relevant benchmarks. This allows investors to gauge their portfolio’s sustainability contributions and performance relative to peers.
  3. Customization: Inrate tailors its reports to meet specific needs and preferences, whether you require detailed breakdowns or concise summaries. This client-centric approach ensures that you receive actionable information in a clear format.

How Does It Work?

Unified Data and Insights: Inrate’s reports integrate various sustainability considerations, empowering investors to make informed decisions. The reporting suite encompasses insights from the full spectrum of Inrate’s ESG Ratings and Data, including Overall Impact Rating, Climate Exposure, Single Indicators, and Thematic Screening.

Consistent and Versatile: The reporting framework ensures consistent analysis across all asset classes, from equities to real estate. This uniformity simplifies portfolio comparisons and facilitates holistic decision-making.

Regulatory Alignment: Inrate’s reports are designed to adhere to industry best practices, including the upcoming Swiss Climate Score and the ASIP Stewardship Reporting framework. This alignment helps investors stay ahead of regulatory requirements and maintain compliance.

Conclusion

Portfolio Analysis & Reporting is not just a tool; it’s a transformative approach that enables investors to align their financial goals with sustainable practices.


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Inrate, a Sustainability Data and ESG Ratings company, helps financial institutions view sustainable finance from an “impact” lens. The contemporary responsible investor needs data that supports a variety of use cases and stands up to scrutiny. Inrate scales the highest quality and standards and deep granularity to a universe of 10,000 issuers, allowing portfolio/fund managers, research, and structured product teams to make confident decisions.

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