Sponsored Commentary from Edmond De Rothschild
The Edmond de Rothschild Group, whose roots date back 250 years, is committed to supporting the major changes that shape our society, with the conviction that investment must be built over time and have an impact on the real economy. Our independence gives us the freedom to express our convictions, reflected in our voting policy and our leading engagement approach.
Our approach is focused on the long term: we believe that by freeing ourselves from the immediacy of the financial markets we can come up with long-term investment solutions that combine financial, social and environmental performance.
At Edmond de Rothschild, responsible investment is in the DNA of our management: independent, active, fundamental, and conviction-driven. A guarantee of better management of risks, but also value-creating over the long term, this expertise reflects the values of the Rothschild family.
Our approach consists of offering performance of investments in both liquid and illiquid assets, while supporting the growth of virtuous companies. This approach is validated by the trust of leading institutional clients.
A strong capacity for innovation
In a rather counter-intuitive way, capacity for innovation is built over time, fostered through experience, expertise and sharp attention to the transforming trends in the area of Responsible Investment. On this basis, from the outset we chose for our liquid investment activities the “Best-in-universe” approach, which for a long time was used by just a small minority. Over more than 10 years we have developed an in-house ESG analysis model, called EdR BUILD (Bold, Universal, Impact, Long term, Differentiation), through which the Responsible Investment team can express its extra-financial convictions independently.
ESG integration into all our investment management
ESG considerations are integrated into investment processes across all asset classes including Equities, Fixed Income, Multi-Asset and geographical areas, with the aim of reducing “extra financial” risks and seizing opportunities for sustainable performance. Our 3 Private Markets businesses have not only adopted ESG factors into their process but importantly their projects are having a direct impact on positive societal change.
“Regardless of the type of investment, we believe that there can be no responsible investment without financial returns. Our requirements are demanding, combining financial, social and environmental performance.” Jean-Philippe Desmartin
What’s different about us
As a firm we strongly believe that finance should fuel the real economy and contribute to building the world of tomorrow.
• 250 years of the Rothschild’s family experience in managing client’s money the right way
• 85% of open funds are now SFDR article 8 & 9
• Our RI team has over 50 years total experience working in the sector
• We have developed our own in-house ESG ratings system, called BUILD, in 2011
Disclaimer: September 2021. This document is issued by the Edmond de Rothschild Group. It is not legally binding and is intended solely for information purposes. This document may not be communicated to persons located in juris- dictions in which it would be considered as a recommendation, an offer of products or services or a solicitation, and in which case its communication could be in breach of applicable laws and regulations. This document has not been reviewed or approved by a regulator of any jurisdiction. The figures, comments, opinions and/or analyses contained herein reflect the sentiment of the Edmond de Rothschild Group with respect to market trends based on its expertise, economic analyses and the information in its possession at the date on which this document was drawn up and may change at any time without notice. They may no longer be accurate or relevant at the time of reading, owing notably to the publication date of the document or to changes on the market.This document is intended solely to provide general and introductory information to the readers, and notably should not be used as a basis for any decision to buy, sell or hold an investment. Under no circumstances may the Edmond de Rothschild Group be held liable for any decision to invest, divest or hold an investment taken on the basis of these comments and analyses. The Edmond de Rothschild Group therefore recommends that investors obtain the various regu¬latory descriptions of each financial product before investing, to analyse the risks involved and form their own opinion independently of the Edmond de Rothschild Group. Investors are advised to seek independent advice from specialist advisors before concluding any transactions based on the information contained in this document, notably in order to ensure the suitability of the investment with their financial and tax situation. Past performance and volatility are not a reliable indicator of future performance and volatility and may vary over time, and may be independently affected by exchange rate fluctuations. Source of the information: unless otherwise stated, the sources used in the present document are those of the Edmond de Rothschild Group. This docu¬ment and its content may not be reproduced or used in whole or in part without the permission of the Edmond de Rothschild Group. Copyright © Edmond de Rothschild Group – All rights reserved. EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) 47, rue du Faubourg Saint-Honoré - 75401 Paris Cedex 08 Société anonyme governed by an executive board and a supervisory board with capital of 11.033.769 euros - AMF Registration number GP 04000015 -332.652.536 R.C.S. Paris