ESG Policy – 2022

8. Investor disclosures

We have formalised our responsible investor approach in the form of various documents, accessible on our website. Policies / General documentation ■ This ESG policy

■ Engagement policy including the voting policy ■ Exclusion policy relating to controversial weapons ■ Exclusion policy relating to fundamental principles ■ Investment principles for the thermal coal sector ■ Principal Adverse Impacts policy ■ Sustainability risk policy in investing

■ List of open-ended funds complying with the ESG policy, and their SFDR category ■ Summary of ESG ratings and carbon intensities of our main open-ended funds ■ Rothschild & Co’s CSR policy

■ Remuneration policy Specific documents

■ AFG-FIR Transparency Code (Direct management) ■ AFG-FIR Transparency Code (Multi-management) Reports ■ Annual reports ■ ESG reports of our open-ended funds ■ Annual engagement report, including our voting rights report ■ Article 29 reporting combined with TCFD Report ■ The UN PRI transparency report, available on the PRI website

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ESG policy | Rothschild & Co Asset Management Europe

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