2. Resources
In addition to our dedicated ESG team, all our teams are involved in implementing our sustainable strategy
ESG team and dedicated financial research Rothschild & Co Asset Management Europe possesses a cross-disciplinary ESG team of seven persons, of which four analysts and three persons dedicated to transversal projects and reporting to Ludivine de Quincerot: ■ A project manager who takes part in ESG methodologies and strategies development and in business development ■ A cross-disciplinary analyst who takes part in coordinating our engagement actions and research on specific sectors ■ A financial engineer who helps develop quantitative tools and coordinate our voting policy. European equity analysts are organised by sectors. The selection of securities for our portfolios is based on a financial research process that integrates ESG criteria. They are also contributing in controversies assessments and engagement procedures involving their sectors as regards both dialogue and voting. The European research team works in cooperation with other investment teams and disseminates good practices on all these subjects. The team contributes actively to steering and harmonising ESG processes within investment expertise, to coordinating research, and to engaging with the investment teams and external service providers. In addition, the team takes part in discussions on the product offering development, the establishment of investment strategies with the managers and sales teams, as well as complying with regulations and market labels alongside the operational teams. The team is also involved in business development of the 4Change funds offering. The investment teams In tight collaboration with the dedicated ESG & Financial analysis team, the ESG, financial research and the engagement with issuers are conducted in each expertise analysts team: ■ 3 international equity analysts ■ 4 fixed-income analysts ■ 5 multi-management analysts The fund managers are responsible for properly integrating the asset manager’s sustainable investment principles for their funds. Working alongside the analysts, they are mobilized both on the sustainable approach, common to all generalist investment vehicles, and on the labelled strategies with dedicated sustainable thematic and enhanced selection criteria. The SRI labelled solutions are based on the same investment universes and contributes to spread bests practices across all expertise.
8 ESG policy | Rothschild & Co Asset Management Europe
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