Socially Responsible Investment

Our expertise

Commit to sustainable finance

Commit to sustainable finance

The Group's Socially Responsible Investment division 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.

Our approach

SRI in the long term

The Group's SRI approach is committed, inclusive, integrated and positive. We are more than investors; we are partners for the long term. 

SRI in the long term 

What defines us

A pragmatic methodology

  • 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.

  • A driver for change, an investor and a 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. This commitment to SRI has been formalised by the signature of the United Nations Principles of Responsible Investment.

  • An approach that combines financial and non-financial analysis

    Using internal rating tools and in-depth research, the Group's experts assess companies from a financial and non-financial perspective. In addition to two dedicated SRI analyst-managers, four SRI correspondents are allocated within the Group's different management teams. The management processes are therefore constantly enriched by the integration of ESGS criteria (Environment - Social - Governance - Stakeholders). Five Novethic labels have been awarded to the Edmond de Rothschild Group, reflecting the integrity and rigour of its approach.