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 Rothschild 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.