​​​​​​​​​​​​​​​​​Our responsi​​ble approach​​

​​​​​​​​​​​​​​​​​Our responsi​​ble approach​​

Our approach, in all our activities, is to build relationships of trust, to accompany our clients​ and employees in the established relationship, to reconcile sustainability and profitability in order to create value over the long term.

All the Group’s businesses are complementary and have a common goal: to have an impact on the world of today and tomorrow.

OUR PHILOSOPHY ​​​​​AS A RESPONSIBLE INVESTOR

We take a long-term approach and propose investment solutions that combine financial, social and environmental performance. Extra-financial criteria are key to generating long-term performance.

Our Group reflects our convictions and our family history. This gives us the independence and courage to maintain a long-term vision and identify future investments.

Banking, farming, sports, philanthropy, hotels and wineries, all our know-how enriches each other and allows us to do all our jobs differently.

Thanks to the entrepreneurial spirit that motivates all our actions, we want to be actors of transformation and actively participate in the emergence of solutions that have a positive impact on society as a whole.

Responsible investment is part of the DNA of our management: independent, active, fundamental and conviction-based. This approach, which reflects the values of the Rothschild family, is recognized through the trust of renowned 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.

 

OUR ​​​EXPERTS ARE ​COMMITT​ED

 

CONVICTION AND OBJECTIVES

Our approach to sustainable development is based on a long-term vision deeply rooted in reality. Our commitment is based on the analysis of issues and trends that could have a tangible impact on the world of tomorrow. Sustainability issues are therefore an integral part of our corporate strategy.

Their integration into all our activities and decisions requires the identification of non-financial risks within our five priority pillars:

Ethics and Gouvernance

Responsible Investment

Human Capital

Environmental Impact

Impact on Society

Our conviction: wealth should be used to build the world of tomorrow

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.

​​​ACTION ​FOR CHANGE​

CONSTRUCTIVE DIALOGUE AND ENGAGEMENT

Edmond de Rothschild supports companies in their efforts towards greater transparency and improving their ESG practices over the long term.

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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​​​​​​​​​​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 emer​gency 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. Edmond de Rothschild AM’s 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 dia​logue, pre-AGM dialogue, voting at AGMs and, where necessary, participation in submitting resolutions.​

 


WHAT’S DIFFERENT ​​ ABOUT US IN ESG​

​As a firm we strongly believe that finance should fuel the real economy and contribute to building the world of tomorrow

85​% of our open funds’ assets are now SFDR articles 8 & 9

Our RI team has over 50 years total experience working in the sector

We have developed our own in-house ESG ratings system, called BUILD, in 2011

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