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Edmond de Rothschild Asset Management (France) (EDRAM)

PRI reporting framework 2018

Export Public Responses

You are in Strategy and Governance » Outsourcing to fiduciary managers and investment consultants

Outsourcing to fiduciary managers and investment consultants

SG 12. Role of investment consultants/fiduciary managers

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

12.1. Indicate whether your organisation uses investment consultants.

12.2. Indicate how your organisation uses investment consultants in the selection, appointment and/or monitoring of external managers.

Asset class

12.3. Indicate if your organisation considers responsible investment in the selection, appointment and/or review processes for investment consultants.

12.4. Indicate whether you use investment consultants for any the following services. Describe the responsible investment components of these services.

Describe how responsible investment is incorporated

          Design of tailor made ESG integration process and tools
In 2016, our external fund selection team worked on the definition of an advanced ESG integration process backed by the definition of an SRI-ESG information questionnaire sent to the management companies referenced* for the first time in 2016.

Describe how responsible investment is incorporated

          SRI funds analysis and selection
Between 2016 and 2017, Edmond de Rothschild Asset Management (France) has benefited from several one-off collaborations initiated by Edmond de Rothschild S.A. with a financial and responsible investing consultancy firm in order to test and evaluate the quality of their database of identification, analysis and selection of SRI funds in the context of the launch of an SRI mandate in the spring of 2017 for its private clients.
Its proprietary fund database regroups an exhaustive range of ESG and impact investment solutions in all asset classes. A large set of qualitative and quantitative filters enables us to identify the best opportunities for each investor. Each fund is categorized according to its sustainability objectives and rated accordingly. The fund analysts assess the investment process, the quality of the external fund's management team and the sustainability track-record of its portfolio. Each fund is then given a qualitative rating. A quantitative screening based on risk and alpha factors enables us to focus on the best opportunities. A thorough due diligence is then conducted which includes meeting with the fund's management team.

12.7. Additional information [Optional].