​​​​​​​​​​​​​​​​Sustainability in action

​​​​​​​​​​​​​​​​Sustainability in action

​The Edmond de Rothschild 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 engagement and our actions.
​​​​​

SUSTAINABILITY ​IN ACTION

As the world of sustainable investing continues to expand and develop, the key challenges continue to evolve. In the earlier stages the main focus was on beliefs and values: of course these still matter and always will, but tangible questions to do with evidence and measurement are becoming more and more important.

As an independent family business founded over 250 years ago, we have been gathering evidence and measuring effectiveness for long time.

While Sustainability is becoming the “new normal” for many asset managers, for us it has been apparent ​for decades.​​

We apply the principles of sustainability to the main actions we take, and then evidencing and measuring their effects is, has always been and will always be at the heart of what we do.

Edmond de Rothschild Asset Management joined the «Net Zero Asset Managers Initiative» (NZAM) and is committed in supporting the goal of net zero greenhouse gas emissions by 2050, in line with global efforts to limit warming to 1.5°C.

​
​ ​​
​ ​ ​

OUR PHILOSOPHY
​ ​ AS A RESPONSIBLE INVESTOR

​

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.

Sustainable investment is in the DNA of our management: independent, active, fundamental, and conviction-driven. As such, it is fundamental to our activities across all asset classes, liquid and private markets alike: naturally there are differences in the approaches we adopt, but in every sector we reflect the values of the Rothschild family, and maintain 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 of the most important examples.

Today and in the future our role is to be at the forefront of detecting these new patterns, and channelling 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. As an active asset manager with in-depth ESG research capabilities, we are already well positioned and resourced to identify and support the companies which can make a difference in the world of tomorrow​.

 
​​

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 identifying the transformational trends in the area of sustainable investing. 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.

We have followed the Responsible Investment path since 2007, when we launched an equity strategy linked to renewable energies. Our Responsible Investment team 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. Our experience curve was built in close collaboration with our clients, in particular those institutional clients for whom we have managed SRI mandates since 2011.

Recently, Edmond de Rothschild Asset Management has highlighted the role of the quality of companies’ management teams and the strength of intangibles in companies’ performance. We expressed this innovative thinking in an investment strategy focused on Human Capital launched in 2020.

Now, with our private markets expertise in private equity, real estate and infrastructure integrated with our liquid markets capability, we can increasingly deliver an integrated range of solutions, with investments in the asset classes our clients need to respond to the challenges of key themes like Environment and Energy Transition.

INVESTMENTS WITH A POSITIVE IMPACT

We are deeply convinced that finance should fuel the real economy and contribute to building the world of tomorrow. That is why we are accelerating the development of our expertise across all business lines and asset classes, liquid and Private Markets, 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. We invest in projects which directly impact on societal change whether in liquid assets or in private markets.​

​

​​​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,... we are committed to a variety of issues, focusing on initiatives that result in concrete progress.​

 
​​

​​​​​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 on liquid markets, called EdR BUILD (Bold, Universal, Impact, 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 350 European listed 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 and for Private Markets investments, we have built a range of partnerships and relationships to provide us with unique and relevant insight, all subject to a constant critical review process.

​
 
​​​

A WIDE RANGE
​​ OF SUSTAINABLE PRODUCTS

​Our SRI liquid funds range covers European, Emerging and global equities, Fixed Income, and mixed assets as well as themes such as healthcare, climate change, technology and human capital.

We continue to develop this range and to broaden its scope, in order to remain as close as possible to our clients’ needs. Our integrated approach extending across private equity, real estate and infrastructure adds breadth, depth and the potential for high innovation, with new propositions focusing on social and environmental challenges not only in Europe, but also in Africa and elsewhere in the emerging world.​

​
‘‘
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.
‘‘ ​​​​

​​​​​Jean-Philippe Desmartin, Head of Responsible Investment​

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

​

E

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 a liquid 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.

 
​​


WHAT’S DIFFERENT
​ABOUT US IN ESG​

​

  • A transversal ESG approach that extends across liquid assets and private markets
  • An expertise based on the independence and creativity of 250 years of family investing
  • An action-oriented approach, with an objective to demonstrate concretely our impact
  • A focus on measuring performance not only in financial terms but also in terms of impact on the world of tomorrow​

​​​
​

DIRECT ​ ACCESS​

on this webpage​​

All our legal documents on Responsible Investment

elsewhere on the website​

Asset ManagementPhilanthropy​
Haut de page