ESG and financial issues placed at the same level of the investment decision process.
Supporting the economic actors in a dynamic of transition, whatever their sector (except regulatory exclusions).
Contribute to a socially acceptable transition to a more inclusive economy
2025
96% of our open-ended funds classified
as Articles 8 & 9 SFDR
7 labelled funds (SRI, Towards Sustainability,
Finansol)
Palm oil exclusion
Creation of a biodiversity analysis grid
Launch of a “ESG golden source” (data,
ESG analysis and engagement monitoring)
Training of all employees on greenwashing
2024
Mandatory low-carbon transition training
for all employees
Publication of Rothschild & Co Asset Management's
1st CSR report
Creation of a guide to taking biodiversity into account
with the AFG and Moonshot
Exclusion of all controversial weapons
2023
Proprietary analysis grid for corporates’ climate
transition plans
Engagement Committee
Monitoring and escalation procedure for identified
material controversies
Sustainability risks monitoring tool
Tobacco exclusion
New biodiversity data provider
(Carbon4 Finance & CDC Biodiversity)
Member of 1% for the Planet
Publication of our climate policy and SBTi objective
2022
2021
Member of Finance for Tomorrow’s
Member of Investors for a Just Transition coalition
Member of the Net Zero Asset Managers Initiative,
New ESG data providers (Carbon4 Finance & EthiFinance)
Partnerships with Polar Pod and Café Joyeux
96% of AuM in open-ended funds classified SFDR Articles 8 and 9
86% in AMF Categories 1 & 2
10 labelled funds, including 2 funds of funds
Adoption of a Responsible Investment Group roadmap
Establishment of Thermal Coal investment principales at group level
2020
2019
Launch of the R-co 4Change product range
"Climate Action 100+" partnership
Creation of a Responsible Investment committee at Groupe level
2018
"Low carbon" institutional mandate
Change of non-financial data provider
The Group becomes a signatory of the CDP
2017
2015
Simulation of the carbon trajectory of our portfolios and development of a carbon intensity calculation tool
Our approach is based on two complementary pillars: the integration of ESG criteria in our financial analyses and an active engagement policy
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