Responsible Investment

Our expertise

Commitment to sustainable finance

Commitment to sustainable finance

The Group's Responsible Investment (RI) expertise reflects the values that the Rothschild family has held dear since the start. Financing the economy is therefore seen as a real driver for progress. In this regard, the Group is constantly developing its management approach to make it even more sustainable and worthy to invest for the future. This expertise, at the heart of our Group’s development strategy, is a natural part of our DNA: independent, long-term, active, fundamental, conviction-driven investment management.

Our approach

Long-term RI

The Group's RI approach is committed, inclusive, integrated and positive. We are more than investors, we are committed to building the future, with the ambition of mitigating ESG (Environmental, Social and Governance) risks and identifying sustainable development opportunities for our investments.

The investment strategies we refer to as “Responsible investment” focus on the long term, building ESG factors into the process of research, analysis, and active dialogue with issuers, as well as in the stock selection within a portfolio.

Long-term SRI 

What defines us?

Convictions and a pragmatic approach

  • A long tradition of responsible entrepreneurship

    ​For more than 250 years, the Rothschild family has supported entrepreneurs and participated in the development of the economic framework. At the heart of the family motto – Concordia, Integritas, Industria – is "Integritas" (ethics); this is fully expressed in the Group's SRI approach. By virtue of its commitment, the Edmond de Rothschild Group creates value that is shared by all those involved, going beyond mere financial performance. The Group looks ahead to the future, designing for its clients responsible investment solutions that seek both to reduce ESG risks and to identify investments bearing solutions and meeting the challenges of sustainable development.

  • A driver for change, a committed investor and partner

    The successful companies of tomorrow will be those who follow the right path today. This is why the Edmond de Rothschild Group chooses to support them over the long term and to encourage their growth, not only through its shareholder engagement, but also more generally by adopting a continuous progress-oriented approach framed by the implementation of the United Nations Principles for Responsible Investment (PRI).

  • A fully-integrated RI approach

    Edmond de Rothschild Asset Management is rolling out its 2017-2020 RI Strategy, based on seeking investments with a positive impact through ESG risk mitigation and identification of sustainable development opportunities. Closely coordinated with the Edmond de Rothschild Group’s overall policy, this strategy relies on a dedicated, cross-cutting Steering Committee and 12 strategic drivers defined with all the front office and support functions. Our priorities for action include measuring and researching social and environmental impacts, ESG integration, continuous improvement of our proprietary ESG analysis methodologies and databases, product innovation for our clients, continued engagement and shareholder dialogue, and a rigorous approach to new major issues such as climate change.

Our engagement


Edmond de Rothschild
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Edmond de Rothschild
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Insights

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Contact us

Edmond de Rothschild Asset Management (France)
47 rue du Faubourg Saint-Honoré
75401 Cedex 08 Paris
France


+ 33 1 40 17 25 25