Sustainability.

Edmond de Rothschild Asset Management has always been deeply involved in responsible investing. In a field where the ideas of asset managers and clients are constantly evolving, we offer a clear and thoughtful approach, tested and proven over decades.

Sustainability

Ready to support our clients’
journeys to sustainability

Sous-bois de la Ferme des Trente Arpents

Undergrowth at the Ferme des Trente Arpents, Favières, France

We have a longstanding commitment to sustainable investing, deeply rooted in its history and investment philosophy.

Today, we aim to offer the largest range of responsible, sustainable and impactful asset classes to our clients who are leading the financing of the transition toward a more sustainable and responsible investment approach. These convictions are illustrated in the following examples across liquid and private markets.

Our BRIDGE infrastructure debt platform is rooted in the real economy and, since its launch over 10 years ago, our teams have placed the theme of energy transition at the heart of their strategy.

In Private equity, Ginkgo, launched in 2010, has become a leading investment platform dedicated to sustainable urban regeneration in Europe. Its aim is to reconvert polluted and derelict urban sites into new living spaces that meet the challenges of environmental preservation and sustainable development.

On liquid markets, we offer a range of ESG strategies that reflect our vision of a sustainable future. Our EM Climate Bonds strategy, launched in 2023, is a good example of our ability to combine ESG convictions and innovation. The strategy is dedicated to addressing climate change by investing in bonds issued by companies and projects that contribute to the reduction of climate impacts.

Sustainability
in action

Shoveling Brie flat mold, traditional Brie, Ferme des Trente Arpents, Favières

Conviction based investors
We research major structural trends shaping the real economy and design innovative investment solutions that contribute to, accelerate, and finance at scale the transition towards a lower carbon and human-centric economy, by identifying enabling technologies and pioneers. The emphasis now falls on putting sustainability into action, scaling the financing of the transformation of the global economy to build the more sustainable society of the future.

As an independent family business committed to principles of sustainability founded over 250 years ago, such actions come naturally to us. We describe ourselves as “genetically responsible”, having been developing innovative solutions, gathering evidence and measuring effectiveness for much longer than most.

What
drives us?

At Edmond de Rothschild, sustainability is more than a commitment; it is a founding principle that determines the actions and strategies. We are convinced that sustainability is an essential element for the long-term success of businesses and the well-being of society as a whole. Here are the main levers that underpin Edmond de Rothschild's commitment to sustainability:

Long-term vision

Legacy and stewardship: Edmond de Rothschild’s heritage is rooted in a philosophy that blends tradition with innovation. Edmond de Rothschild aims to ensure that today's decisions create a positive legacy for future generations.

Patient capital: by taking a long-term view on investments, Edmond de Rothschild can support sustainable business practices that yield benefits over time rather than focusing solely on short-term gains.

Responsibility and accountability

Ethical Standards: high ethical standards guide all business practices, ensuring responsibility and accountability in every investment decision.

Transparency and integrity: Edmond de Rothschild emphasizes transparency, providing clear and comprehensive information about the ESG impact of their investments to stakeholders.

Client-centric approach

Aligning with Client Values: There is a growing demand from clients to align their investments with their personal values and sustainability objectives. Edmond de Rothschild meets this demand by offering investment solutions that focus on positive environmental and social impact.

Customisation: Edmond de Rothschild works closely with clients to tailor investment strategies that integrate sustainability considerations while meeting financial objectives.

Innovation and leadership

ESG Integration: Edmond de Rothschild is constantly innovating in the realm of ESG integration, developing proprietary tools and methodologies to enhance the evaluation and management of sustainability risks and opportunities.

Thought Leadership: By participating in global sustainability discussions and contributing to industry standards, Edmond de Rothschild positions itself as a leader in sustainable finance.

Collaboration and advocacy

Partnerships: collaborating with international organisations, NGOs, and industry groups helps amplify the impact of sustainable initiatives and promotes broader adoption of sustainable practices.

Advocacy: Edmond de Rothschild actively engages in policy advocacy and public discourse to support frameworks and regulations that encourage sustainable development.

Measurable impact

Sustainability metrics: Edmond de Rothschild establishes clear targets and measures progress through well-defined sustainability metrics, ensuring continuous improvement and accountability.

Impact investing: focused on generating measurable social and environmental impact alongside financial returns, Edmond de Rothschild’s impact investing initiatives address critical global challenges.

Our experience
in ESG

The ability to innovate is developed over time. To develop it, one must acquire both experience and expertise, and be able to identify major underlying trends related to sustainable investment. This is why we chose the Best-in-universe approach from the outset, which has long been used by only a minority of players.

2007

We chose the Responsible Investment path in 2007, when we launched an equity strategy linked to renewable energies. Our Responsible Investment team has 50 years of combined experience in ESG.

2010

We also chose at a very early stage, back in 2010, to commit to the United Nations’ Principles of Responsible Investing (PRI). Our experience curve was built in close collaboration with our clients, in particular those institutional clients for whom we have managed SRI mandates since 2011.

2020

More recently, Edmond de Rothschild Asset Management has highlighted the role of the quality of companies’ management teams and the strength of intangibles in companies’ performance. We expressed this innovative thinking in an investment strategy focused on Human Capital launched in 2020.

2023

Edmond de Rothschild Asset Management joined the Net Zero Asset Managers Initiative (NZAM) and is committed in supporting the goal of net zero greenhouse gas emissions by 2050, consistent with its existing commitments towards energy and environmental transition.

Now, with our private markets expertise in private equity, real estate and infrastructure alongside our liquid markets capability, we can increasingly deliver an integrated range of solutions, with investments in the asset classes our clients need as they continue their journey to address key themes like Environment and Energy Transition.

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The regulations in each country regarding the marketing of a financial instrument vary depending on the country and your status (especially whether you are a professional client or equivalent). If you have any doubts about the marketing capability of this investment fund, we invite you to contact your usual advisor. No investment fund may be offered to a person if the law of their country of origin or any other country relevant to them or the product prohibits it. The content of the website has not been reviewed or approved by a regulator of any jurisdiction.
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The approved prospectuses and key information documents (KID) from the relevant country's regulator for the presented investment funds are freely available on the website. Other regulatory documents are available from the product’s management company. Any subscription to an investment fund or product should only be made after reviewing the relevant regulatory documents.
Edmond de Rothschild Asset Management (France) may receive commission rebates from entities of the Edmond de Rothschild Group in its capacity as the global distributor of investment funds. These rebates compensate Edmond de Rothschild Asset Management (France) for selecting and distributing the funds and represent part of the commissions stipulated in the fund’s prospectus (up to 50% of these commissions).

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All data and documents have been obtained from sources deemed reliable. However, the accuracy of this data and documents is not guaranteed. The data, comments, and analyses provided on this website reflect the opinion of the Edmond de Rothschild Group and its affiliated entities on markets, their developments, their regulation, and their taxation. This opinion is based on their expertise, economic analyses, and the information available to them at present. These data, comments, and analyses are subject to change without notice. The information provided on this website does not constitute any commitment or guarantee from the Edmond de Rothschild Group and its affiliated entities.

Risk Information
"Any investment carries specific risks. Potential investors should first consult their provider or advisor to form their own opinion on the risks inherent to each investment independently of the Edmond de Rothschild Group and its affiliated entities, in order to determine whether this investment is suitable for their financial and personal situation. Before making any investment decision, investors must review the relevant contractual documents, particularly the investment policies and risk factors. They must ensure they fully understand the risks associated with the investment and should also consider their own investment objectives and risk tolerance.
Risk of capital loss: There is a risk that investors may not recover the full amount invested.

Investment performance information
Past performance and volatility are not indicative of future performance and volatility and are not constant over time and may be independently affected by exchange rate fluctuations.
The indicated performances do not take into account costs and fees incurred during the issuance and redemption of shares but include ongoing fees, brokerage fees, and any performance fees charged. They also do not take into account any taxes imposed by the investor's country of residence.
The reference to a ranking or an award does not imply future rankings or awards for the financial instruments or the manager. If the figures expressed on this site are in a currency different from the country in which the investor resides, the gains received by the client may be increased or reduced depending on currency exchange fluctuations.

Legal Notices/Roles and Responsibilities
Edmond de Rothschild Asset Management (France) is a public limited company with an executive board and supervisory board, with a share capital of €11,033,769, headquartered at 47 rue du Faubourg Saint-Honoré, 75008 Paris, France. The company is registered with the Paris Trade and Companies Register under number 332 652 536 as a portfolio management company authorized by the Autorité des Marchés Financiers under number GP-04000015. Telephone: +33 1 40 17 25 25.
The publication director is Mr. Christophe Caspar, in his capacity as Head of the Group's Asset Management. The editor responsible for the Asset Management section of this website is Mr. Bruno Major, Marketing Director.
The website is hosted by Umbraco Cloud via Microsoft Azure, with the data center located in the Netherlands.
"Edmond de Rothschild Asset Management" or "EdRAM" is the trade name of the asset management entities (including subsidiaries and affiliated entities) of the Edmond de Rothschild Group. This name also refers to the Asset Management division of the Edmond de Rothschild Group.

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Edmond de Rothschild Group. Any total or partial reproduction of the content of these pages is prohibited, subject to the restrictions outlined below. The pages of the website may be downloaded to disk or printed for your personal use, provided this notice is copied on each copy, no modifications are made to these pages, and no part of these pages is used in another work or publication in any format. It is also prohibited to distribute or copy any part of these pages for commercial purposes.

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By clicking the button below "I accept," you acknowledge having read and understood this page, agree to comply with its content, and confirm that you are accessing this website in accordance with the laws and regulations of the jurisdiction or country in which you reside.

Important Information

Access to the Website
This section of the website is intended for non-professional investors, as opposed to professional investors as defined by Directive 2014/65/EU, known as the "MiFID Directive."
The content of this website has no contractual value and is designed exclusively for informational purposes.
This website is not intended for individuals in jurisdictions where the publication of or access to the website is prohibited due to their nationality or place of residence. Individuals affected by such prohibitions must not access this website. Individuals accessing the website acknowledge that they are solely responsible for complying with the laws and regulations applicable in their country of residence and/or nationality. In case of doubt, they should seek advice from their tax advisor, lawyer, and/or independent financial advisor.

Absence of Advice or Offer
The information on this website should not be considered as an offer or solicitation to engage in a transaction in a jurisdiction where such an offer or solicitation would be illegal or where the person making such an offer or solicitation is not authorized to act. The information on this website is provided solely for informational purposes and does not constitute active advertising/marketing, a personal recommendation, or investment advice. This information is not exhaustive, may change over time, and may be updated by the Edmond de Rothschild Group without notice and at any time.
This website is not intended for citizens or residents of the United States of America or for "U.S. Persons" as defined by Regulation S of the U.S. Securities Act of 1933. No investment product presented here is authorized for sale under the U.S. Securities Act of 1933 or any other regulations applicable in the United States. Therefore, no investment product may be offered or sold directly or indirectly in the United States of America to U.S. residents, U.S. citizens, or "U.S. Persons."
Regulations in each country regarding the marketing of a financial instrument vary depending on the country and your status (particularly as a non-professional client or equivalent). If you have any doubts about the marketing capability of this investment fund, we invite you to contact your usual advisor. No investment fund may be offered to a person if the law of their country of origin or any other relevant country prohibits it. The content of the website has not been reviewed or approved by any regulator of any jurisdiction.
You are solely responsible for selecting your country of nationality or residence and choosing the website for your country. You declare that this choice complies with all laws and regulations applicable to your country of nationality or residence; otherwise, this choice is made under your sole responsibility.

Regulatory Information
The prospectuses and KIDs (key information documents) approved and/or referenced by the regulator of the relevant country for the presented investment funds are freely accessible on the website. Other regulatory documents are available from the product’s management company. Any subscription to an investment fund or product should be made only after reviewing the relevant regulatory documents.
Edmond de Rothschild Asset Management (France) may receive commission rebates from entities of the Edmond de Rothschild Group in its capacity as the global distributor of investment funds. These rebates compensate Edmond de Rothschild Asset Management (France) for selecting and distributing the funds and represent part of the commissions specified in the fund’s prospectus (up to 50% of these commissions).

Absence of Insurance or Guarantee
All data and documents have been obtained from sources deemed reliable. However, the accuracy of this data and documents is not guaranteed. The data, comments, and analyses provided on this website reflect the opinion of the Edmond de Rothschild Group and its affiliated entities on markets, their development, regulation, and taxation. This opinion is based on their expertise, economic analyses, and the information available to them as of today. These data, comments, and analyses are subject to change without notice. The information provided on this website does not constitute any commitment or guarantee from the Edmond de Rothschild Group and its affiliated entities.

Risk Information
"All investments involve specific risks. Any potential investor should first consult their provider or advisor to form their own opinion on the risks inherent in each investment independently of the Edmond de Rothschild Group and its affiliated entities in order to determine whether this investment is suitable for their financial and personal situation. Before making any investment decision, investors must review the relevant contractual documents, particularly the investment policies and risk factors. They must ensure that they fully understand the risks associated with the investment and also consider their own investment objectives and level of risk tolerance.
Risk of capital loss: There is a risk that investors may not recover the full amount invested.

Investment Performance Information
Past performance and volatility do not predict future performance and volatility, and they are not constant over time and may be independently affected by exchange rate fluctuations.
The indicated performances do not account for costs and fees incurred during the issuance and redemption of shares but include ongoing fees, brokerage fees, and any performance fees charged. They also do not account for taxes imposed by the investor's country of residence.

The reference to a ranking or award does not imply future rankings or awards for the financial instruments or the manager. If the figures expressed on this website are in a currency different from the investor's country of residence, the gains received by the client may increase or decrease depending on currency exchange rate fluctuations.

Legal Notices/Roles and Responsibilities
Edmond de Rothschild Asset Management (France) is a public limited company with an executive board and supervisory board, with a share capital of €11,033,769, headquartered at 47 rue du Faubourg Saint-Honoré, 75008 Paris, France. The company is registered with the Paris Trade and Companies Register under number 332 652 536 as a portfolio management company authorized by the Autorité des Marchés Financiers under number GP-04000015. Telephone: +33 1 40 17 25 25.
The publication director is Mr. Christophe Caspar, in his capacity as Head of the Group's Asset Management. The editor responsible for the Asset Management section of this website is Mr. Bruno Major, Marketing Director.
The website is hosted by Umbraco Cloud via Microsoft Azure, with the data center located in the Netherlands.
"Edmond de Rothschild Asset Management" or "EdRAM" is the trade name for the asset management entities (including subsidiaries and affiliated entities) of the Edmond de Rothschild Group. This name also refers to the Asset Management division of the Edmond de Rothschild Group.

Personal Data Protection and Cookies
Consult the personal data protection charter.
Consult the cookie policy.

The personal data collected from the website will be subject to automated processing by Edmond de Rothschild Asset Management (France), the data controller, whose contact details are Client Service - 47 rue du Faubourg Saint-Honoré, 75008 Paris, "clientservice-am-fr@edr.com." The contact details of the Data Protection Officer are: DPO Edmond de Rothschild (France), 47 rue du Faubourg Saint-Honoré, 75008 Paris, "DPO@edr.com."
This processing is intended to adapt the website content according to local business rules and to compile anonymized statistics. The personal data collected in this context is mandatory as it allows access to the website and content tailored to the profile of visitors. For more information on the processing of your data, please refer to our Personal Data Protection Charter and Cookie Policy.

Copyright
Edmond de Rothschild Group. Any total or partial reproduction of the content of these pages is prohibited, subject to the restrictions outlined below. The pages of the website may be downloaded to disk or printed for personal use, provided that this notice is copied on each copy, no modifications are made to these pages, and no part of these pages is used in another work or publication in any format. It is also prohibited to distribute or copy any part of these pages for commercial purposes.

Technical Warning
The user of the website acknowledges that they have the necessary skills and means to access and use this website. In this regard, the user acknowledges having verified that the IT configuration used is free of viruses and is in proper working condition. Furthermore, before using the website, the user acknowledges ensuring that the browser used allows secure access to the website. The website is accessible 24 hours a day, 7 days a week, except in cases of force majeure, technical and/or IT difficulties, telecommunications difficulties, and/or maintenance. The website owner disclaims any liability for technical defects that may be detected while using the website. The website owner takes all possible measures, within the scope of a general obligation of means, to provide users with a secure website.
By clicking the button below "I accept," you acknowledge that you have read and understood this page, agree to comply with its content, and confirm that you are accessing this website in accordance with the laws and regulations of the jurisdiction or country in which you reside.

Legal Notices/Roles and Responsibilities
Edmond de Rothschild Asset Management (France) is a public limited company with an executive board and supervisory board, with a share capital of €11,033,769, headquartered at 47 rue du Faubourg Saint-Honoré, 75008 Paris, France. The company is registered with the Paris Trade and Companies Register under number 332 652 536 as a portfolio management company authorized by the Autorité des Marchés Financiers under number GP-04000015. Telephone: +33 1 40 17 25 25.
The publication director is Mr. Christophe Caspar, in his capacity as Head of the Group's Asset Management. The editor responsible for the Asset Management section of this website is Mr. Bruno Major, Marketing Director.
The website is hosted by Umbraco Cloud via Microsoft Azure, with the data center located in the Netherlands.
"Edmond de Rothschild Asset Management" or "EdRAM" is the trade name for the asset management entities (including subsidiaries and affiliated entities) of the Edmond de Rothschild Group. This name also refers to the Asset Management division of the Edmond de Rothschild Group.

Copyright
Edmond de Rothschild Group. Any total or partial reproduction of the content of these pages is prohibited, subject to the restrictions outlined below. The pages of the website may be downloaded to disk or printed for personal use, provided that this notice is copied on each copy, no modifications are made to these pages, and no part of these pages is used in another work or publication in any format. It is also prohibited to distribute or copy any part of these pages for commercial purposes.

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