Value-creating
sustainability
Site undergoing decontamination, Pantin (Ginkgo Fund)
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
As an investment specialist, responsible investing has been a key component of our management for several decades. The inclusion of non-financial (environmental, social and governance) criteria in our analyses and investment choices contributes to optimal risk management and investments resilience. It also appears today that the performance of sustainable investments can rival strategies that do not integrate non-financial criteria.
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.
Everything sustainable is profitable, and everything profitable should be sustainable. This conviction is a cornerstone of our management and guides all our investment decisions.
Everything sustainable is profitable, and everything profitable should be sustainable. This conviction is a cornerstone of our management and guides all our investment decisions.
An offering adapted
to every need
What type of responsible investor are you? There are many ways of investing responsibly. Each approach has its own motivation.
Whether in listed or real assets, Edmond de Rothschild gives you access to solutions tailored to various financial objectives, as well as to how you wish to express your convictions.
For more details, refer to the information on sustainability.
Responsible investments refer to direct or indirect investments (including investment funds or structured products) in securities issued by companies or state entities considered by the Bank to meet ESG criteria and which are not active in economic sectors deemed incompatible with the Bank’s ESG themes.
Sustainable investments refer to direct or indirect investments (including investment funds or structured products) in securities issued by companies or state entities considered by the Bank to meet ESG criteria and that positively contribute to an environmental or social objective related to the Bank's ESG themes, do not cause significant harm to any objectives defined by regulation (Do No Significantly Harm "DNSH"), and comply with good governance standards.
You are investing in theme-based solutions contributing to the main sustainability issues (the environmental and ecological transition, human capital, sustainable governance, smart agriculture, economic development in Africa, etc.)
You contribute to impact strategies that invest in companies and/or projects with the explicit intention of generating an additional, measurable social and environmental impact (soil decontamination, agroforestry, agritechfood, etc.)
Invest in a responsible
mandate
Vineyards, Château Clarke, Listrac-Médoc
A bespoke mandate
Edmond de Rothschild gives you access to a dedicated responsible mandate implemented across the majority of risk profiles and in bespoke portfolios. It covers different liquid and real asset classes to allow you to diversify your sources of yield.
A conviction-driven mandate
Edmond de Rothschild’s responsible mandate is based on three pillars that reflect our historical convictions in terms of sustainability.
Long-term impact on the real economy
Our 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 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
Being 100% family-owned, we are free to express our convictions and our contributive view of investing.
Edmond de Rothschild 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.
Edmond de Rothschild 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.