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.
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.
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.