Asset Management
A clear
philosophy
Wine library, Château Clarke, Listrac-Médoc
Sustainable goals oriented and conviction driven investors
Our philosophy is built on the recognition of our responsibility to the future. It is a responsibility to respect a will that has never been written: that of first preserving, then improving, everything of which we are the guardians for future generations.
Equally, we are responsible to our clients. We have an obligation to support them on their journeys to a more responsible future, providing them with the innovative and transparent sustainable capital solutions and help them solve their complex challenges and fulfil their objectives, and we can do this thanks to our broad range of investment solutions across private credit, private equity, real estate and liquid asset classes.
A standard
for decades
Detail of a lamp by designer Philippe Druillet, bank lounges, Paris
The growing importance of the sustainability agenda has established new priorities, and the trend continues to accelerate. The threat of global warming is perhaps the pre-eminent catalyst, but far from the only one. The emerging scarcity of vital resources, the resulting growth in tensions and conflicts, and of course the undeniable absence of any “Planet B”, all point in the same direction. Putting the global economy on a path to net zero by mid-century will require an average annual investment of US$7 trillion per year for the next 25-plus years, around 8% of current annual global GDP and more than triple the amount invested in 2021.
Given the scale of investment required, investors have started with areas where the technology is proved, where the financial incentives are most aligned, and where they can get full and immediate credit for their investment - in other words, the energy sector. It is where cost-effective, low-carbon alternatives like solar and wind are readily available.
At Edmond de Rothschild, we also invest in innovation and allocate capital at scale to accelerate the climate transition, while building resilient ecosystems.
Our role is to take the lead in identifying new patterns, and channeling investment towards companies with sustainable business models which can play a role as part of the solution. It is our core belief that responsible investment practices enhance both returns and real-world outcomes. As a conviction based asset manager with in-depth ESG research capabilities in public and private markets, we are already well positioned and resourced to support the companies which can make a real difference in the world of tomorrow.
Impact, dialogue
and engagement
Underwood, Ferme des Trente Arpents, France
Our core conviction is that finance must fuel the transformation of the real economy towards the sustainable future. That is why we are accelerating the development of our expertise across all business lines and asset classes, in liquid and alternative asset classes, specifically in sectors such as energy & environmental transition, real estate and urban development, and Human Capital, in projects that directly impact societal change.
Edmond de Rothschild supports companies in their efforts towards greater transparency and improving their ESG practices over the long term. Our approach involves both individual and collective dialogue, pre-AGM dialogue, voting at AGMs and, where necessary, participation in submitting resolutions.
What's different about us
in sustainable investing?
Gitana Base, Lorient
We are committed, experienced, sustainable investors who stand ready to accompany clients on their individual sustainability journey and deliver long term returns.
We offer a broad spectrum of solutions adapted to clients’ needs and segments, across public and private markets, designed to meet the range of responsible, sustainable and impactful objectives.
We provide outstanding levels of service adapted to each client’s segment / priority status.
In summary, in the asset management marketplace, we are positioned as engaged, goal-oriented, sustainable investors, with well-articulated principles and commitment, offering a broad range of innovative conviction-based investment solutions to finance at scale the real world transition to a more sustainable model.