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.
Asset Management
Ready to support our clients’
journeys to sustainability
Ruppert & Rothschild, South Africa
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
Spa corridor, Four Seasons Hotel, Megève
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. Edmond de Rothschild is 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:
Legacy and stewardship: Edmond de Rothchild’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.
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.
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.
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.
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.
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.