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Use Cases

At IdealRatings, we provide comprehensive data solutions that support a broad spectrum of financial institutions in integrating responsible investment principles into their decision-making processes

Our offerings enable clients to navigate complex investment landscapes while ensuring alignment with ethical and regulatory frameworks.

Sample Clients

Asset Managers, Asset Owners & Service Providers

Investment firms, pension funds, and asset service providers rely on IdealRatings to:

Define and implement investment guidelines that reflect responsible investment principles.

Screen global securities against specific criteria to maintain portfolio integrity.

Generate tailored portfolio reports that ensure transparency and compliance.

Optimize investment strategies by accessing the largest investable universe of screened securities.

Data Vendors & Index Providers

Leading financial data platforms and index providers integrate IdealRatings’ high-quality datasets to:

Enhance analytics and research capabilities within their financial terminals and platforms.

Construct and maintain thematic, regional, and global indices aligned with responsible investment themes.

Deliver real-time insights that empower institutional and retail investors.

Brokerage Firms, Trading Platforms & Investment Advisors

Enhance stock analytics and screening capabilities for investment decision-making.

Enhance analytics and research capabilities within their financial terminals and platforms.

Construct and manage model portfolios that align with diverse investor preferences.

Offer institutional-grade insights that support client-driven investment strategies.

Banks, Wealth Managers & Private Equity Firms

Global banks, wealth management firms, and private equity investors leverage IdealRatings to:

Identify investment opportunities that adhere to responsible investment mandates.

Develop structured financial products that meet regulatory and ethical requirements.

Provide high-net-worth and institutional clients with portfolio solutions aligned with their values.

Exchanges, Regulators & Government Institutions

Stock exchanges, regulatory authorities, and government entities partner with IdealRatings to:

Develop innovative index products that reflect responsible investment trends.

Strengthen market surveillance by integrating robust screening methodologies.

Ensure compliance with evolving regulatory frameworks and international standards.

Corporations & Multinational Enterprises

Publicly traded companies and multinational organizations engage with IdealRatings to:

Assess their standing within responsible investment-focused indices.

Enhance corporate transparency by benchmarking against market expectations.

Strengthen investor relations through data-driven disclosures.