A product offering ranging from light green to dark green
We seek to set up a pragmatic approach that is suited to all our investment strategies. Three levels of intensity have been structured to best address the specific features of each investment expertise and to offer our clients a diverse range of investment solutions integrating sustainability challenges : ESG integration: 100% of Rothschild & Co Asset Management Europe products All Rothschild & Co Asset Management Europe products are managed in line with exclusions, portfolios ESG objectives (i.e., an ESG score greater than, or equal to, BBB) and come with a detailed ESG report (2) . In order to appreciate risk exposure and practices that are in place within the industry, our research process is based on MSCI ESG Research’s ESG assessments and more in-depth analysis on the sector and/or issuer by internal teams. Controversies are also integrated and constitute a key element of the engagement process, on top of the responsible exercise of our voting rights. This common framework contributed to better protect our portfolios from sustainability risks and to disseminate good practices in terms ESG integration. We seek to gradually integrate relevant investment mechanisms that are rolled out as part of our SRI investments strategies. SRI strategies: our 4Change funds Since 2018, as part of our dedicated products and our 4Change range of open-ended funds we have managed labelled socially responsible investment strategies. These are based on enhanced sustainable selection criteria, additional exclusions, specific engagement programs and can be dedicated to specific sustainable thematics (Net Zero, Green Bonds, Inclusion & Disability). The 4Change funds are aligned with the most demanding European standards (3) , it includes SRI and/or “Towards Sustainability” labelled funds and covers all asset classes and geographical areas. It constitutes a demonstration of our know-how and our commitment in favour of specific sustainability challenges. Impact investing By embracing the three principles of impact investing (intentionality, additionality and measurability), our ambition is to maximise positive impacts through a selection of issuers with a significant potential to improve their social and environmental practices. The themes currently addressed: the reduction of carbon emissions according to a “Net Zero” scenario, green bonds, inclusion and disability. All our dedicated and open-ended management capabilities and investment vehicles are part of our sustainable approach
Tailor-made ESG solutions As part of our offering of dedicated solutions, Rothschild & Co Asset Management assists its clients in strengthening their investment processes through the integration of customized factors: normative and sector exclusion criteria, ESG objectives and/or a thematic approach, in accordance with our clients’ commitments and values.
(2) Except for category 3 products according to AMF doctrine DOC-2020-03. (3) a) Labelled funds have AFG-Eurodif transparency codes. b) Investments in sustainable bonds (green bonds, social bonds and sustainability bonds) comply with all the principles set out in the AFG-Eurodif transparency code. (b) Investments in sustainable bonds (green bonds, social bonds and sustainability bonds) all comply with the principles laid down by the International Capital Market Association (ICMA), namely the Green Bond Principles "GBP", the Social Bond Principles "SBP" and the Sustainability Bond Guidelines "SBG". Sustainability Bond Guidelines "SBG".
Rothschild & Co Asset Management Europe | ESG policy 7
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