​​​​​​​​​​​​Sustainability in action

​​​​​​​​​​​​Sustainability in action

The Edmond de Rothschil​d Group is committed to supporting positive changes that shape our society.  We believe that investments must have an impact on the real economy. Throughout our 250-year history, our independence has given us the​ freedom to express our convictions:  you will find them reflected in our voting policy and our leading engagement approach.​​

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OUR PHILOSOPHY ​ AS A RESPONSIBLE INVESTOR

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Our approach is focused on the long term. By freeing ourselves from the immediacy of the financial markets, we are better able to identify investment solutions that combine financial, social and environmental performance. We believe in extra-financial as a key factor to ensure long-term performance.

Responsible investment is in the DNA of our management: independent, active, fundamental, and conviction-driven. A guarantee of better risk management, and also value-creating over the long term, this approach reflects the values of the Rothschild family, and is validated by the trust of leading institutional clients.

A STANDARD FOR DECADES

The growing importance of ESG has established new rules and the trend continues to accelerate. There are clear and important catalysts: global warming is one example.

SRI will be at the forefront of detecting these new patterns, and channeling investment towards companies with sustainable business models which can play a role as part of the solution. It is our core belief that responsible investment practices enhance both returns and real-world outcomes.

For some asset managers this is becoming the new normal. For us it has been apparent for decades. ​As an active asset manager with in-depth ESG research capabilities, we are well positioned to identify and support the companies which can make a difference in the world of tomorrow.

 
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OUR ​​​EXPERTS ARE ​COMMITT​ED

 

CAPACITY FOR INNOVATION

Capacity for innovation is built over time. It is fostered through experience, expertise and through paying the closest attention to the transforming trends in the area of Responsible Investment. On this basis, from the outset we chose the Best-in-universe approach, which for a long time was used by only a small minority. Recently, Edmond de Rothsch​​​ild Asset Management has highlighted the role of the quality of the management team and the strength of intangibles in company performance. We expressed this innovative thinking in a new investment strategy focused on Human Capital.

We have​ followed the Responsible Investment path since 2007, when we launched a strategy linked to renewable energies. Our Responsible Investment team, initially built long before it was fashionable, has 50 years of combined experience in ESG​. We also made the choice at a very early stage, back in 2010, to commit to the PRI, guaranteeing a continuous improvement process in which we lay down new stepping stones year after year. This experience curve was built in close collaboration with our clients, in particular those institutional clients for whom we have managed SRI mandates since 2011.

INVESTMENTS WITH A POSITIVE IMPACT

We are deeply convinced that finance should fuel the real economy and contribute to building the world of tomorrow. One of our Group’s convictions is that wealth must be seen not as an end in itself, but as a starting point for change. That is why we are accelerating the development of our expertise across all business lines on forward-looking themes like energy & environmental transition, real estate and urban development, and Human Capital.

STRONG FOCUS ON SOCIETAL INVESTMENTS

Whilst the investment teams aim to generate long-term financial returns, they also aim to drive positive change for society and the world in which we live. Whether it is improving the quality of life of women in Burkina Faso through easy access to energy or redeveloping agro forests for Nicaraguan farmers, we look to invest in projects which directly impact on societal change.

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​​​ACTION ​FOR CHANGE​

AN APPROACH BASED ON CONSTRUCTIVE DIALOGUE AND ENGAGEMENT

Edmond de Rothschild ​supports companies in their efforts towards greater transparency and improving their ESG practices over the long term. Our approach involves both individual and collective dialogue, pre-AGM dialogue, voting at AGMs and, where necessary, participation in submitting resolutions.

COMMITMENT TO SUSTAINABLE FINANCE

Beyond our investments, ​our commitment is reflected in our contribution to initiatives aimed at promoting more responsible finance and innovation in sustainable investment. Climate change, green taxonomy, the role of intangibles, animal welfare... we are committed to a variety of issues, focusing on initiatives that result in concrete progress.

 
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​​​​​ESG ​ INTEGRATION​

OUR PROPRIETARY ANALYSIS MODEL
THE​ CORE OF OUR APPROACH

Over more than 10 years we have developed an in-house ESG analysis model, called EdR BUILD (Bo​ld, Universal, Impac​t, Long term, Differentiation), through which the Responsible Investment team can express its extra-financial convictions independently. The model is balanced in terms of the three pillars (Environmental, Societal and Governance), integrates proprietary indicators and incorporates data from many external sources.

The themes assessed represent key issues, such as climate change, water, biodiversity, human development, gender equality, business ethics and responsible governance practices.

DETECTING INVESTMENT OPPORTUNITIES

EdR BUILD currently covers around 35​​0 European companies, of all sizes and capitalisations, and feeds the research on sovereign and private issuers, equities and bonds. It aims to detect investment opportunities and sends out clear signals to fund managers for their securities selection. For companies not covered by EdR BUILD, we use the ratings of the rating agency ESG Sustainalytics, which we subject to a critical review process.

 
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A WIDE SRI PRODUCTS RANGE

​Our SRI funds range consists of 12 SRI-labelled funds. It covers European, Emerging and global equities, Fixed Income, and mixed assets as well as themes such as health, climate change, technology and human capital.

We continue to develop this range, in order to remain as close as possible to our clients’ needs.

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Regardless of the type of investment, we believe that there can be no responsible investment without financial returns. Our requirements are demanding, combining financial, social and environmental performance.
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​​​​​Jean-Philippe Desmartin, Head of Responsible Investment​

​​​​​​​​​​WE ARE ACTIVE​​​​​​ON THE THREE ESG PILLARS

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Our Group is committed to the environment and to the effort to control global warming. In 2017, we established a climate roadmap aligned with the objective to limit global warming to below 2 degrees. This roadmap was updated in 2020 to take into consideration the climate emergency and the responses provided by the various economic players and regulators.

The launch in 2020 of an investment strategy focused on Energy and environmental transition also demonstrates the strength of our convictions on this central topic.

S

Whilst the investment teams seek long-term financial returns, they also aim to create meaningful added value for their investments and drive positive change for society and the world in which we all live.

Our impact strategy in Africa or South America and our Human Capital focused strategy are good examples of how social factors are taken into account in our approach..​

G

Active ownership can drive positive change. Our goal is to support companies in their efforts towards greater transparency and improving their ESG practices over the long term. Our approach focuses above all on individual dialogue with European companies. It involves both individual and collective dialogue, pre-AGM dialogue, voting at AGMs and, where necessary, participation in submitting resolutions.

 
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WHAT’S DIFFERENT ​ ABOUT US IN ESG​

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  • A transversal ESG approach that combines liquid assets and private markets
  • An expertise based on the independence and creativity of 300 years of family investing
  • An action-oriented approach, with an objective to demonstrate concretely our impact
  • We think about performance not only in financial terms but also in terms of its impact on the world of tomorrow​

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KEY FIGURES​​at 31/12/2021​​

2010                                                                                                      
PRI​ signatory                                                                                                     
                                                                                                     
 
 
8.4bn€                                                                                                      
Assets under management linked to SRI strategies liquid assets                                                                                                     
                                                                                                     
 
 
2010                                                                                                      
PRI signatory                                                                                                     
                                                                                                     
 
 
8.4​bn​€​                                                                                                      
Assets under management linked to SRI strategies liquid assets                                                                                                     
                                                                                                     
 
 
2010                                                                                                      
PRI​ signatory                                                                                                     
                                                                                                     
 
 
8.4​bn​€​                                                                                                      
Assets under management linked to SRI strategies liquid assets                                                                                                     
                                                                                                     
 
 
 
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ESG assets under management take into account open-ended funds, classified under article 8 or article 9 of the SFDR Regulation, which are managed and marketed by Edmond de Rothschild Asset Management (France) as of 31 December 2020. Funds whose financial management is delegated to a third party management company are excluded from the calculation.
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