| Research provider | INrate |
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| Background | INrate was founded in 2001 by NEST and INFRAS. NEST is an independent pension fund for small and mid-sized companies. NEST has been administering all members pension funds according to ecological and ethical criteria since 1983. INFRAS has been a research and consulting agency with a broad range of issues for 25 years. The jointly developed system for sustainability ratings has been used for years for NEST pension funds. This experience shall be made available to the broader public through the foundation of INrate and the cooperation with the Swiss Raiffeisenbanks. | ||||||||||||||||||||||
| Research | INrate uses a self-contained method to evaluated ecological and ethical sustainability of companies. It is characterized by INrate as follows: innovative the most progressive companies are identified across all industries by "best in Service" approach consistent the evaluation is comprehensive and end-to-end based on quantifiable information strict companies generating parts of their turnover through principally non tolerable activities are excluded via negative-criteria transparent Inrating is standardized, comprehensively documented and accountable. Our rating reports are available upon request independent the evaluation of the ecological and social performance of a company is conducted completely independent of the financial attractiveness of the corresponding security. This guarantees appropriate and trustworthy decisions. INrate´s starting point is the question, how a need for maximum environmentally and socially acceptable way of conduct can be satisfied. Products serving the same needs and therefore providing the same service have to face comparison within the same service-sector. This view goes beyond the conventional industry categorisation and supports the structural change, since it compares problematic areas directly with ecological acceptable alternatives. | ||||||||||||||||||||||
| Criteria | Using INrate method the companies are evaluated in three steps
companies involved in principally non tolerable activities are excluded from further evaluation
positive criteria: The products, processes and strategies of a company are evaluated in an end-to-end quantifiable manner. The qualitative information are transferred (graded) into figures by way of a clearly defined grid. Focal criteria are for example the lifecycle consideration of products (from the cradle to the grave), environmental impact of procurement and production, relation to employees, shareholders, suppliers and the public as well as the systematic consideration of ecological and social aspects in management. | ||||||||||||||||||||||
| Ranking- / Rating-System | The weighting and aggregation of the afore mentioned aspects by means of a value benefit analysis leads to an overall-evaluation of the company. It has to be 5% or more above average of the services sector in order to be listed as possible investment (investment-universe). | ||||||||||||||||||||||
| Quality Management | INrate performs the following activities to assure the quality of information accumulation and the evaluation process:
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| Products & services | INrate provides investment-universes of securities having a positive sustainability rating. These can be used as a basis for sustainable, broadly diversified investment vehicles Stocks Switzerland Stocks World bonds (denominated in Swiss francs or foreign currency) All ratings are permanently supervised and periodically renewed. The investment-universes are supplemented in an ongoing process. | ||||||||||||||||||||||
| Clients | INrate cooperates with the Swiss Raiffeisenbanks for the Raiffeisen Futura Funds. The Futura Funds invest exclusively in securities rated positively by INrate for ethical and ecological criteria.
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| Contact | INrate AG Weinbergstrasse 31 CH-8006 Zürich Fon: +41 44 274 15 84 Fax: +41 44 262 29 96 E-Mail: info@inrate.ch |
| Web | www.inrate.ch |