​​​​​​​​​​​​​​​​​​​​​​​​​RESPONSIBLE INVESTMENT

​​​​​​​​​​​​​​​​​​​​​​​​​RESPONSIBLE INVESTMENT

We are convinced that finance must contribute to supporting the real economy and building the world of tomorrow. We share this long-standing, forward-looking conviction with our clients in an endeavour to bring meaning to their investments.

The sustainability requirement is inherent in the values of our Group. It is expressed in a concrete way through our product and service offering in order to combine financial, social and environmental performance.

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VALUE-CREATING SUSTAINABILITY

 

CAPTURING SUSTAINABLE PERFORMANCE OPPORTUNITIES

While the changes shaping our society – such as health, climate change, the energy transition and urbanisation – are major challenges, they are first and foremost a powerful driver of innovation and value creation. We believe companies that incorporate the challenges of these transformations into their business model will be able to make a difference and generate positive returns over the long term.

MEANING AND PERFORMANCE

Responsible investment is a cornerstone of our management. As a conviction-based investment Group, responsible investment has been fundamental to our management for decades. The inclusion of non-financial (environmental, social and governance) criteria in our analyses and investment choices contributes to optimal risk management and portfolio resilience. It is also now proven that the performance of sustainable investments offers financial returns that are often superior over the long term.

SUPPORTING THE TRANSITION

We support, encourage and reward companies and investment projects that combine sustainability and profitability. Guided by our values and convictions, we support our clients and their projects through the profound transformations that are taking place in society.


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Everything sustainable is profitable, and everything profitable should be sustainable. This conviction is a cornerstone of our management and guides all our investment decisions​.
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INVEST IN A 100% RI MANDATE

A BESPOKE MANDATE

Edmond de Rothschild gives you access to a dedicated, 100% RI mandate implemented across the majority of risk profiles and in bespoke portfolios. It covers all liquid and real asset classes to allow you to diversify your sources of yield.

A CONVICTION-DRIVEN MANDATE

Edmond de Rothschild’s 100% SRI mandate is based on three pillars that reflect the Group’s historical convictions in terms of sustainability.

LONG-TERM IMPACT ON THE REAL ECONOMY

Our SRI mandate consists of investment vehicles that can have a concrete impact on the various environmental, social and governance (ESG) issues and contribute to the United Nations Sustainable Development Goals (SDGs).

We concentrate in particular on investments in the areas of the environment, equality, inclusion, education, training and access to healthcare. We also value themes such as sustainable agriculture and the preservation of biodiversity, and we favour companies with responsible governance.

INNOVATION

We seek to promote innovation through themes that provide solutions to current challenges, such as the energy transition, medical research, the development of human capital, or the development of infrastructure. We select companies that develop innovative technologies and contribute sustainably to the digitisation of all sectors.

INDEPENDENCE

As a 100% family-owned Group, we are free to express our convictions and our contributive view of investing. As an active shareholder, we prefer a constructive, independent, long-term engagement approach, and measure the results. Lastly, we develop independent sustainability research and analysis tools enabling us to explore innovative solutions that add value for our clients.

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​The Edmond de Rothschild Group wishes to embody a different way of managing investments, guided by strong convictions. This goes beyond the search for short-term financial returns alone to give our clients the opportunity to give meaning to their investments and build a sustainable future for the generations to come​.


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Ariane de Rothschild​

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​​​​​​Key figuresat 31/12/2021​

+72%​​​                                            
increase in RI mandates within Private Banking in 2020                                          
                                           
 
 
+65%                                            
increase in assets under management for RI mandates within Private Banking in 2020 (excluding in-house funds)                                          
                                           
 
 
62%                                            
of assets invested directly in real estate managed with ESG integration                                           
                                           
 
 
100%                                            
of the assets of the infrastructure debt platform managed with ESG integration                                          
                                           
 
 
+72%​​​                                            
increase in RI mandates within Private Banking in 2020                                          
                                           
 
 
+65%                                            
increase in assets under management for RI mandates within Private Banking in 2020 (excluding in-house funds)                                           
                                           
 
 
62%                                            
of assets invested directly in real estate managed with ESG integration                                          
                                           
 
 
100%                                            
of the assets of the infrastructure debt platform managed with ESG integration​                                          
                                           
 
 




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