Sustainability ratings, screening and data for investment analysis
Inrate provides ESG ratings and sustainability datasets for investment analysis, screening and portfolio reporting. Its own pages identify banks, asset managers, pension funds, private-equity and debt investors, and index providers as audiences. For an investment team, the practical job is to examine holdings and investment universes through sustainability data, then decide how those inputs belong in its own investment process. This is a data and research relationship; the reviewed offer does not establish a discretionary fund-management or custody mandate.
The published catalogue includes business-activity impact assessments, ESG controversies and norms/product screening, climate, biodiversity, SDG and regulatory datasets. The data page advertises more than 700 indicators, with coverage described as 99% of global listed market capitalisation; its climate package separately refers to more than 10,000 companies. Those are company-posted product scopes, not a guarantee that every required issuer, security or field is covered. Request the actual universe, coverage date, missing-data rules and relevant sample fields for the mandate.
The FAQ describes comparable assessments across public and private equities and fixed income, direct real estate, sovereign and sub-sovereign issuers, use-of-proceeds bonds and other specified assets. For private companies it describes adapting the methodology to information accessible to general partners. A rating for an issuer, fund or underlying asset is not automatically interchangeable: establish the assessed entity, instrument mapping, look-through method and methodology version before combining results.
Inrate describes a client interface and delivery on request through API, FTP and spreadsheet or CSV formats. Its homepage also identifies CLIF as an ESG data platform. Interface availability does not establish a specific API entitlement, integration, history depth or support SLA. Check identifiers, file layouts, permitted users, portfolio processing, refresh delivery and integration requirements against the proposed package.
The FAQ states an annual release cycle for listed coverage while controversy information is collected in real time. This does not make every rating, underlying field or delivered file real time. The company describes using corporate disclosures and third-party sources, including additional analysis where disclosure is insufficient. Climate products can contain reported and modelled information. Ask how estimates, source dates, quality checks, revisions and restatements appear in the delivered data, rather than treating the score as a verified physical measurement or an investment recommendation.
The regulatory page identifies Inrate AG as a Swiss-headquartered third-country ESG-ratings provider serving EU clients. It says the company is pursuing recognition under Article 12 and preparing its ESMA application. That is a company-reported application process, not evidence that recognition has been granted. Confirm the status relevant to the intended jurisdiction and agreement at the time of use.
The About page states that Inrate does not consult or provide services to companies in describing its investor-focused independence. Its conflicts policy describes separation of ratings from other activities, restrictions on commercial influence and conflicts oversight. These are stated company policies, not an independent compliance audit or permission to sell issuer consulting. The source separately labels an Inrate SRL section; that does not make SRL and the Swiss AG interchangeable contracting entities. Establish the entity providing the service, the applicable methodology and any authorised distribution or regulatory reliance.
The pages invite a demo or walkthrough but do not establish a universal subscription tariff, minimum order, trial entitlement, refund or cancellation schedule. A pricing-policy PDF is linked from the regulatory page; the retained page does not supply its full fee terms. Obtain the actual proposal and licence, including universe and dataset scope, users, API or bulk-delivery rights, historical data, publication and redistribution permissions, renewal, termination and continuing use of previously delivered data. A free demo invitation does not make a data subscription free or confer rights to republish the datasets.
Before supplying portfolio holdings, agree the processing purpose, access controls, confidentiality, retention, deletion and any subprocessor or cross-border requirements. The page’s minimum five-year retention statement concerns rating-determination and conflict records under its stated policy; it is not a blanket description of client-upload retention or a security certification.
The current About listing names Saurabh Srivastava as Managing Director, Aymen Karoui as Head of Methodology, Pustav Joshi as Head of Product, Alexandra Finkestein-Feller as Head of Client Relations, David Mondl as Head of Active Ownership, and Alexander Hakki as Head of Legal and Compliance. These are own-site roles, not fresh independent appointment certificates. The listing also presents an expert council, board and separate SRL capacities; those relationships should not all be treated as executive employment in one legal entity.
Muskan Nihalani is included from her existing professional record as Office Manager, with Inrate experience beginning in October 2025. The same retained record shows Polo Wealth Family Office Service Manager experience from December 2024 to November 2025. The overlapping months are retained as reported; absence from the current website listing does not establish a departure.
For product access, the official pages link to the contact route and a demo request. For questions about ratings data, methodology application or the rated item, the regulatory page supplies compliance@inrate.com as the compliance contact. This purpose-specific address is not an established general sales or emergency-support inbox. The policy says rated-entity factual feedback is reviewed within 30 days; it is not a universal client complaint-resolution or support SLA.
The reviewed offering supplies ratings, data and related investor tools. Agree separately who makes investment decisions, implements trades and holds assets; data delivery alone does not transfer those responsibilities.
No such universal frequency is established. The FAQ distinguishes annual listed-coverage releases from real-time controversy collection. Confirm the schedule and effective date of each contracted dataset.
No. It describes pursuing recognition and preparing an application. Obtain current status and the intended regulatory-use conditions directly for the proposed engagement.
That depends on the actual licence and data rights. Confirm publication, redistribution, derived-data, retention and attribution terms rather than assuming a subscription or demo permits every use.
This original factual synopsis uses the Inrate homepage, About page, ESG data catalogue, FAQ and EU regulatory disclosure, retained on 6 and 8 November 2026. Product scope and policy statements are attributed to the company; specific datasets, fees, contractual rights and regulatory status require engagement-specific confirmation.
Strengths. Concrete investor data and screening job across public/private assets; Published dataset and delivery descriptions; Published independence, conflict and factual-feedback processes.
Watch-outs. Coverage and methodology may differ by universe and product; All-in fees, data rights and service levels require a proposal; Application preparation and policy statements are not independent regulatory or security certificates.
Built for Asset Managers, Banks, Pension Funds, Private Equity Firms.
For investment teams assessing issuer, security and portfolio sustainability data. Required universe, instrument mapping, methodology, data freshness and permitted use must fit the intended mandate.
Product contact and demo-request routes on the official site. Purpose-specific compliance contact: compliance@inrate.com, for ratings data/methodology/rated-item questions. Rated-entity factual feedback review within 30 days under its stated policy is not a universal client support or resolution SLA.
Request the actual universe, sample fields, methodology/version, reported/modelled-data treatment and refresh schedule. Agree contracting entity, access/delivery, fees, licence/redistribution, portfolio-data processing, support and termination; verify current regulatory status for intended use.
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