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Rothschild & co Asset Management

PRI reporting framework 2017

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Basic Information

OO 01. Signatory category and services

01.1. Select the services you offer.

% of assets under management (AUM) in ranges

% of assets under management (AUM) in ranges

01.2. Additional information. [Optional]

OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

France

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

252 FTE

02.4. Additional information. [Optional]

Rothschild & Cie Gestion (RCG) is the asset management arm of Rothschild Group in France. The Group is family-controlled and independent. Rothschild & Cie Gestion is a wholly owned subsidiary of Rothschild & Cie Banque, which is mainly owned by the Rothschild family (directly and indirectly). The scope of this UNPRI questionnaire includes Rothschild & Cie Gestion (RCG) and its subsidiary Rothschild HDF Investment Solutions (RHIS).

OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.2. List your subsidiaries that are separate PRI signatories and indicate if you would like to report their RI activities in your organisation’s consolidated report.

Name of PRI signatory subsidiary

(Up to six subsidiaries may be reported)
RI implementation reported here
on a consolidated basis
 
          Rothschild Merchant Banking (Five Arrows), a subsidiary of Rothschild & Co, is signatory to the PRI on their own.

03.3. Additional information. [Optional]

Rothschild and Cie Gestion Group is a PRI signatory on behalf of its subsidiairy, Rothschild HDF Investment Solutions.

OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.

31/12/2016

04.2. Indicate your total AUM at the end of your reporting year, excluding subsidiaries you have chosen not to report on.

Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

04.3. Indicate the total AUM at the end of your reporting year for subsidiaries you have excluded from your report

Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

04.4. Additional information. [Optional]

OO 06. How would you like to disclose your asset class mix

New selection options have been added to this indicator. Please review your prefilled responses carefully.

06.1. How you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)

 

Listed equity 10-50% 48 0 0
Fixed income 10-50% 34 0 0
Private equity 0 0 0 0
Property 0 0 0 0
Infrastructure 0 0 0 0
Commodities 0 0 0 0
Hedge funds 0 0 <10% 8
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash <10% 5 0 0
Other (1), specify 0 0 <10% 5
Other (2), specify 0 0 0 0

'Other (1)' specified 

          Other includes advisory and the funds of funds (traditional long only funds)

06.2. Publish our asset class mix as per attached image [Optional].

06.3. Provide contextual information on your AUM asset class split. [Optional]

OO 07. Fixed income AUM breakdown (Private)

OO 08. Segregated mandates or pooled funds (Private)

OO 09. Breakdown of AUM by market (Private)

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