Private Equity, sustainability.


A conviction-led Private Equity platform committed to anticipating future trends to build a more sustainable future.
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Our commitment
to sustainability

What is not sustainable is not profitable.
What is not profitable is not sustainable.

Johnny el Hachem

CEO of Edmond de Rothschild Private Equity

What is not sustainable is not profitable.
What is not profitable is not sustainable.

Johnny el Hachem

CEO of Edmond de Rothschild Private Equity

Behind our innovative projects lies a fundamental commitment: fostering a sustainable future for both local communities and global ecosystems.

From the word go, Edmond de Rothschild Private Equity has upheld its investment convictions by developing a distinctive offering. This unique offering combines financial performance with social benefit and environmental responsibility. For nearly 20 years, we have been investing in solutions to meet the major global environmental and social challenges of the 21st century, taking a transformative and proactive approach.

1. Resources 

The scarcity of resources, exacerbated by climate change and population growth, represents a crucial challenge for our present and our future.

To meet this challenge, we develop adaptation and mitigation strategies, focusing on the sustainable management of natural resources, the circular economy, the protection of arable land, and agri-food technologies.

- Sustainable urban regeneration
- Agri-food tech
- Renewable energy
- Growth in Africa

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2. Energy

The energy crisis has highlighted the vulnerability of energy supplies and the need to adopt more local, resilient and environmentally friendly energy sources.

We finance and develop projects working to accelerate the energy transition. These local and affordable energy alternatives such as biomass cogeneration are focused on the circular economy.

- Renewable energy
- Mobility, digital & public infrastructure
- Sustainable urban regeneration
- Growth capital in Africa

3. Human capital

The world is facing a variety of demographic changes, including an ageing population, rapid urbanisation, and migration. At the same time, Africa is experiencing major demographic growth, offering a potential economic asset.

To meet these challenges and seize demographic opportunities, we support the development of infrastructure and the transformation of European and African SMEs. We provide solutions tailored to local realities, aimed at sustaining the economic and social fabrics.

- Mobility, digital and public infrastructure
- Capital and management transition of SMEs
- Growth capital in Africa
- Technology

Key figures

(31/12/2023)

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80%
Of our total AUM result from strategies with high-intentionality ¹
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100%
Of our strategies have responsible investment policy or ESG policy
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22
ESG sponsors across all teams
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Award
Jury's special prize SWEN ESG best practices honours 2023



(1) Investments in responsible, sustainable and impact strategies.

A defined approach to
impact investing¹

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Intentionality is at the heart of our investment DNA
Intentionality

For nearly 20 years, Edmond de Rothschild Private Equity has brought solutions to major environmental, societal & economic challenges by developing innovative investment strategies.

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No impact without scalability
Scalability

To deliver impact, an investment cannot rely on a niche strategy. It has to be replicable and scalable to deliver significant impact over time and in an industrialized way.

Our strength also lies in our ability to transform our assets and create value through sustainable practices.

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We cannot control what we cannot measure
Measurability

Investing to achieve positive impacts requires measuring and reporting against these impacts. Aligning interests between investors and fund managers is achieved by implementing impact-linked carried interest2.    

(1) In line with current market standards & financial institutions’ definitions (IFC, CFA Institute, GIIN and GSIA), Edmond de Rothschild Private Equity takes into consideration the core attributes of impact investing: intentionality and impact measurement. We believe the notion of scalability further highlights the commitments and actions of the investor in achieving the intended impact objectives of its fund.

(2) 20% to 40% of carried interest is conditioned to achieving predefined impact-linked KPIs.

Our public
commitments & certifications

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Edmond de Rothschild Private Equity was awarded the special jury prize at the SWEN Capital’s ESG Best Practices Honours 2023 edition

A recognition of our pragmatic approach to sustainability and impact investing across our 13 strategies.

Logo Award Ginkgo

Ginkgo III fund has won the “Private Equity ESG Fund of the year” award at the Sustainable Investment Awards 2024, organised by the specialised media Environmental Finance.

Since 2010, the Ginkgo strategy aims to transform former industrial wastelands and obsolete buildings into sustainable real estate projects in the most dynamic urban centers of Europe.

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Edmond de Rothschild Private Equity S.A., a signatory of the Principles for Responsible Investment (PRI) since 2016

In 2023, EdRPE successfully achieves a score of:
85% Policy, Governance & Strategy Module
90% Private Equity Module
93% Infrastructure Module

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Edmond de Rothschild Private Equity (France) is a member of the association France Invest since 2016

Since 2020, Edmond de Rothschild Private Equity (France) has been a signatory to the Engagement and Gender Equality charters, and has been a member of the LP commission, the Human Rights sub-commission and the Sustainability in the value chain working group since 2022.

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Our fund dedicated to renewable energy has been awarded the GREENFIN Label promoted by the French Energy and Ecological Transition Ministry.

The Greenfin label, dedicated to green finance, guarantees the green quality of investment funds. It is aimed at financial players who act in the service of the common good through transparent and sustainable practices.

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Our fund dedicated to SMEs in transition, was awarded «Relance» label in October 2020. 

This label aims to recognise investment funds that have committed to quickly mobilise new resources to support French companies, following the Covid-19 crisis.

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Edmond de Rothschild Private Equity has joined the Net Zero Asset
Manager initiative through Edmond de Rothschild (Suisse) S.A.

With this commitment, Edmond de Rothschild reinforces its work in
partnership with asset owner clients on decarbonisation goals, consistent
with an ambition to reach net zero emissions by 2050.

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Edmond de Rothschild Private Equity has been contributing to the United Nations Sustainable Development Goals.

6 of our 13 investment strategies directly support these objectives, with a focus on energy efficiency, carbon footprint reduction, healthcare, education, gender equality, and economic growth. Our approach is guided by a commitment to transparency and inclusion of all stakeholders.

Latest Private
Equity insights

Hybrid Infrastructures in Europe: a new promising investment horizon

Market insights

Hybrid Infrastructures in Europe: a new promising investment horizon

20/09/2024

Interview with François-Xavier Vucekovic, CIO, Edmond de Rothschild Private Equity, Jean-François Marco, Partner, TIIC and Manuel Cary, Partner, Managing Director, TIIC.

LEARN MORE
Edmond de Rothschild Private Equity - Sustainability report

Press release

Edmond de Rothschild Private Equity - Sustainability report

31/07/2024

For nearly 20 years, Edmond de Rothschild Private Equity has been committed to creating projects that generate both economic and social value. More than ever before, we are focused on our objective to address the three pressing needs of our era: accelerating the energy transition, developing efficient resource management, and adapting to demographic changes.

Focusing on these challenges, we provide access to differentiating and resilient investment strategies along three strategic segments: real assets, growth capital, and emerging markets, all with a transformative and proactive approach in the mid-market sector.

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