​​​​​​​​​​​​​​​​​​​​​​​​​​​​​Private Equity​​​​

​​​​​​​​​​​​​​​​​​​​​​​​​​​​​Private Equity​​​​

Our Private Equity expertise strongly embodies our convictions. It is an integral part of our entrepreneurial approach to finance, geared towards the long term and aligning financial performance with social and environmental impact.
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​​INVESTING
IN THE REAL ECONOMY

CHOOSING PRIVATE EQUITY

Private Equity strategies are uncorrelated with financial markets and give you the opportunity to invest in high-potential unlisted companies by financing them at different stages of their development. You diversify your investments by combining medium-to long-term financial performance with an anchorage in the real economy and a positive societal impact.

OUR EXPERTISE

With about 150 experts, Edmond de Rothschild Private Equity gives you access to a wide range of solutions and helps you identify those that are best aligned with both your convictions and expectations in terms of returns, risk, diversification, and time horizon. Private Equity strategies all meet a common goal: to face up to the challenges of today and anticipate those of tomorrow through strategies that combine resilience and positive impact.​

 

​​​OUR  ​APPROACH​

CONVICTIONS​

​Convictions and selection are at the heart of our investment process​​​​

The experts at Edmond de Rothschild Private Equity conduct in-depth analysis of the growth drivers and global trends that will shape the world of tomorrow. They anticipate their impact and influence on companies to develop innovative and visionary investment strategies that actively contribute to building the future, while delivering risk-adjusted returns.

ENTREPRENEURIAL SPIRIT

Beyond being bankers, we are above all entrepreneurs. The combination of the teams' industrial and financial expertise enables them to develop innovative and value-creating strategies. As an entrepreneur first and foremost, Edmond de Rothschild Private Equity supports and assists the management teams of the companies in which it invests in the implementation and development of their projects.​

AGILITY

Thanks to an agile structure we can adopt a proactive approach to identify the investment themes that will help meet the challenges of tomorrow, build dedicated management teams and set up the right investment vehicles.

ALIGNMENT OF INTERESTS

A successful Private Equity strategy relies above all on the know-how of the women and men involved, and on their capacity to collaborate efficiently. Based on long-term partnerships with independent and specialised investment teams, our model creates the best conditions for aligning the interests of the Edmond de Rothschild G​roup, the investment teams and investors, thereby guaranteeing trust for the latter.


 


OUR COMMITMENT ​ TO SUSTAINABILITY

From the word go Edmond de Rothschild Private Equity1 has upheld its investment convictions by developing a stand-out offer that combines financial performance with social utility and environmental res​ponsibility.

INTEGRATING ESG FACTORS

Edmond de Rothschild Private Equity's strategies address issues that provide long-term solutions to sustainable development challenges. Most of our investment themes incorporate Environmental, Social and Governance (ESG) factors.

Edmond de Rothschild Private Equity has dedicated ESG teams who coordinate all of the platform’s ESG actions and work closely with the ESG fund managers in the various investment strategies. These actions seek to improve ESG management practices in the investment process.​

INVESTING TOWARDS TOMORROW

For many years Edmond de Rothschild Private Equity ​have been building partnerships that protect biodiversity, contribute to eco-friendly urban development, recognise the value of human capital and foster sustainable growth in the emerging markets.

COMMITTING​​

Commitment by the platform

Edmond de Rothschild Private Equity S.A. became a signatory to the Principles for Responsible Investment (UNPRI2) in 2016 and in 2020 it was awarded score A for the modules reported in 2019 (Strategy & Governance, Private Equit​y, Infrastructure).

Edmond de Rothschild Private Equity (France) is a member of the association France Invest and a signatory of its Gender Equality Charter. It has also been a member of the ESG Commission and the Diversity and Talent Commission since 2020.

Nine of our investment strategies contribute directly to achieving a number of the UN Sustainable Development Goals.​

Commitment by the investment strategies​

Our strategy dedicated to green infrastructure in Europe was awarded the Greenfin label launched by the French government in 2015 and dedicated to green finance.

Our transfer of business ownership fund was awarded the “Relance” label (investing in the recovery) by the French Ministry of the Economy, Finance and the Recovery in 2020.

​​​1 Edmond de Rothschild Private Equity (“EdRPE”) is the trading name of the private equity entities (including subsidiaries and affiliated entities) of the Edmond de Rothschild Group. This name also refers to the Private Equity division of the Edmond de Rothschild Group​​.​​
2 Launched by the United Nations in 20​06, the Principles for Responsible Investment (PRI) target the financial sector and encourage investors to integrate environmental, social and governance issues into their portfolio management.​​


> ​Our Sustainable Development Reports

 

SFDR

Under European Regulation (EU) 2019/2088 on sustainability‐related disclosures in the financial services sector, known as SFDR or the Disclosure Regulation, Edmond de Rothschild Private Equity has classified its relevant investment funds according to the three available categories, namely:

Article 6: the product has no sustainability objective.

Article 8: the product’s communications material incorporates ESG features but sustainability is not its key feature or a key feature of the investment process. The product promotes environmental and/or social features to the extent that the investees apply good governance practices.

Article 9: the product has a sustainable investment objective.


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‘‘
Edmond de Rothschild Private Equity launches unique strategies, in which expertise and commitment distinguish it apart from traditional players. They are all designed to meet targeted challenges, combining financial performance with positive social and environmental impact.​
‘‘

Johnny El Hachem, CEO, Edmond de Rothschild Private Equity​

Key figures
at 31/12/2020

150​​                                       
professionnals                                      
                                      
 
 
13                                       
strategies                                      
                                      
 
 
3bn​​                                       
in assets under management                                      
                                      
 
 
93 %*​​                                       
of assets under management integrate ESG factors                                      
                                      
 
 
*45 %                                       
in ESG integration                                      
                                      
 
 
*21 %                                       
in impact strategies                                      
                                      
 
 
*34 %​​                                       
in sustainable themes                                      
                                      
 
 
​ 
 
 

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