ESG Policy – 2022

Over 10 years of integrating sustainability issues

New biodiversity data provider (Carbon4 Finance & CDC)

96% of AuM in open-ended funds classified SFDR Articles 8 and 9 and 86% in AMF Categories 1 & 2 New ESG data providers (Carbon4 Finance & EthiFinance) 10 labelled funds, including 2 funds of funds Member of Finance for Tomorrow’s Investors for a Just Transition coalition, the Net Zero Asset Managers Initiative, and the fossil fuels working group of the French Asset Management Association (AFG) Partnerships with Polar Pod and Café Joyeux Signatory to the UN Global Compact, at Rothschild & Co Grouplevel

Involvement in the Finance for Tomorrow working group dedicated to biodiversity Participation in the 2DII and ADEME working group on financial products environmental communications Member of 1% for the planet

2022

2021

Rothschild & Co’s sustainable investment roadmap Rothschild & Co Group’s thermal coal investment principles

2020

2019

4Change SRI labelled product range Member of “Climate Action 100+” Rothschild & Co’s Group Sustainable Investment Committee

2018

Launch of R-co 4Change Green Bonds and R-co 4Change Moderate Allocation funds, both Towards Sustainability-certified

2017

New ESG data provider (MSCI ESG Research) Signatory to the CDP

(Carbon Disclosure Project), at Rothschild & Co Group level

2015

Launch of the work on carbon and social issues

2012

ESG rating tool for portfolios

Signatory to the UN PRIs ISS sustainable voting policy implementation

2011

4 ESG policy | Rothschild & Co Asset Management Europe ESG Policy

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