The Group's Socially Responsible Investment division reflects the values that the Rothschild family has held dear since the start. Financing the economy is therefore seen as a real driver for progress. In this regard, the Group is constantly developing its management approach to make it even more sustainable and worthy.
The Group's SRI approach is committed, inclusive, integrated and positive. We are more than investors; we are partners for the long term.
For more than 250 years, the Rothschild family has supported entrepreneurs and participated in the development of the economic framework. At the heart of the family motto – Concordia, Integritas, Industria – is "Integritas" (ethics); this is fully expressed in the Group's SRI approach. By virtue of its commitment, the Edmond de Rothschild Group creates value that is shared by all those involved, going beyond mere financial performance.
The successful companies of tomorrow will be those who follow the right path today. This is why the Edmond de Rothschild Group chooses to support them over the long term and to encourage their growth. This commitment to SRI has been formalised by the signature of the United Nations Principles of Responsible Investment. Moreover, the independence of the Edmond de Rothschild Group means that managers are not restricted by any conflict of interest.
Using internal rating tools and in-depth research, the Group's experts assess companies from a financial and non-financial perspective. In addition to two dedicated SRI analyst-managers, four SRI correspondents are allocated within the Group's different management teams. The management processes are therefore constantly enriched by the integration of ESGS criteria (Environment - Social - Governance - Stakeholders). Five Novethic labels have been awarded to the Edmond de Rothschild Group, reflecting the integrity and rigour of its approach.
Responsible investment policy
Voting Policy document
Annual report on exercising voting rights
Sustainable Development Reports
List of mutual funds indicating which funds take ESG criteria into account and which do not
RI Transparency report
SRI Transparency code
ESGS Engagement policy
ESGS Engagement Report
Investment on portfolio stocks (French version)