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.
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.
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.
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.
Important information
Access to the Website
This section of the website is reserved exclusively for qualified investors as defined by the Swiss Federal Act on Collective Investment Schemes (CISA) and its Ordinance (CISO).
If you are a non-qualified investor, we invite you to leave this section of the website.
The content of this website has no contractual value and is designed exclusively for informational purposes.
This website is not intended for individuals from jurisdictions where the publication or access to this 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 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.
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 or upon request from the representative, along with other regulatory documents. Any subscription to an investment fund or product must be made only after reviewing the relevant regulatory documents.
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
Responsible for managing this website: Edmond de Rothschild Asset Management (France), 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, 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.
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.
Responsible for Offering Funds via this Website
Edmond de Rothschild Asset Management (France) is the global distributor of the funds presented on this website. Other entities of the Edmond de Rothschild Group may be involved locally in the offering of funds presented on this website, based on specific agreements between these companies and the management company of each fund.
Swiss Representative and Paying Agent
Edmond de Rothschild (Suisse) S.A., a Swiss public limited company authorized by the Swiss Financial Market Supervisory Authority (FINMA) as a representative of foreign funds. Registered office: 18, Rue de Hesse, 1204 Geneva, Switzerland.
Applicable Law and Jurisdiction
The use of this website is subject to Swiss law, which exclusively governs the interpretation, application, and effect of all the terms of use described above. Any dispute related to or arising from this website or its use will be submitted to the exclusive jurisdiction of the competent Geneva courts.
Personal Data Protection and Cookies – Use of Cookies by the Edmond de Rothschild Group
Consult the personal data protection charter.
Consult the cookie policy.
Hyperlinks
It is prohibited to create hyperlinks pointing to this website without the knowledge of the Edmond de Rothschild Group.
Before setting up such links, you must request permission from the Edmond de Rothschild Group. Your request should be addressed to the Marketing Department, 47 rue du Faubourg Saint-Honoré, 75401 Paris, Cedex 08, France, or via the following email address: info@edram.fr.
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.
Important information
Access to the Website
This section of the website is intended for non-qualified investors, as opposed to qualified investors as defined by the Swiss Federal Act on Collective Investment Schemes (CISA) and its Ordinance (CISO).
The content of this website has no contractual value and is designed exclusively for informational purposes.
This website is not intended for individuals from jurisdictions where the publication or access to this 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 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.
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 or upon request from the representative, along with other regulatory documents. Any subscription to an investment fund or product must be made only after reviewing the relevant regulatory documents.
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
Responsible for managing this website: Edmond de Rothschild Asset Management (France), 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, 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.
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.
Responsible for Offering Funds via this Website
Edmond de Rothschild Asset Management (France) is the global distributor of the funds presented on this website. Other entities of the Edmond de Rothschild Group may be involved locally in the offering of funds presented on this website, based on specific agreements between these companies and the management company of each fund.
Swiss Representative and Paying Agent
Edmond de Rothschild (Suisse) S.A., a Swiss public limited company authorized by the Swiss Financial Market Supervisory Authority (FINMA) as a representative of foreign funds. Registered office: 18, Rue de Hesse, 1204 Geneva, Switzerland.
Applicable Law and Jurisdiction
The use of this website is subject to Swiss law, which exclusively governs the interpretation, application, and effect of all the terms of use described above. Any dispute related to or arising from this website or its use will be submitted to the exclusive jurisdiction of the competent Geneva courts.
Personal Data Protection and Cookies – Use of Cookies by the Edmond de Rothschild Group
Consult the personal data protection charter
Consult the cookie policy
Hyperlinks
It is prohibited to create hyperlinks pointing to this website without the knowledge of the Edmond de Rothschild Group.
Before setting up such links, you must request permission from the Edmond de Rothschild Group. Your request should be addressed to the Marketing Department, 47 rue du Faubourg Saint-Honoré, 75401 Paris, Cedex 08, France, or via the following email address: info@edram.fr.
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.
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