4. Engagement
We believe that engagement is key to making a positive and tangible impact by promoting the emergence, dissemination and adoption of good practices, but, most of all, by supporting companies in transforming their business models
Through our engagement initiatives, we have set 3 objectives:
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Acting for the climate and preserve the planet
Contributing to a more inclusive economy
Facilitating the allocation of financial flows into sustainable investments
Key principles of our engagement policy By implementing our engagement policy, we intend to act on all the links in our value chain: ■ Alongside issuers, as part of our direct management practices. With a view to supporting ■ and monitoring “ESG trajectories”, we interact regularly and constructively with issuers in which we are invested. We make use of our right of oversight whenever we deem that necessary to deepen our analysis, to assess issuers’ capacity to transform, to guard ourselves from the risk of controversies, or to take concrete measures in line with our ESG investment themes (e.g. climate transition or disability). We make sure that the areas for improvement are implemented and that they have concrete results. ■ Alongside portfolio management companies. As part of our open-architecture business, we conduct in-depth ESG due diligences in order to enrich our buy list and inform our fund selection. ■ Alongside the sustainable finance ecosystem ((clients, external data providers, professional associations, local initiatives, public authorities, and NGOs). We take active part in various initiatives by participating, among other things in public consultations, working groups, and panel discussions or by conducting communications campaigns meant for the general public. ■ Alongside our associative partners. A part of our management fees, for specific SRI funds, is redistributed to our associative partners Polar POD and Café Joyeux. ■ Alongside our employees. Training and awareness-raising of our employees on our sustainable investment themes are factors in the success of our business. We carry out actions in this respect and involve them in our initiatives.
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ESG policy | Rothschild & Co Asset Management Europe
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