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.