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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


SG 12. Role of investment consultants/fiduciary managers


12.1. あなたの組織では、投資コンサルタントを使用しているかどうかを明示してください。

12.2. 組織では、外部運用会社の選定、指名やモニタリングにおいて投資コンサルタントを使用しているかどうかを明示してください。


12.3. 組織では、投資コンサルタントの選定、指名やレビュー・プロセスにおいて責任投資を考慮しているかどうかを明示してください。

12.4. 組織が下記のサービスについて投資コンサルタントを利用しているかどうかを記載してください。これらのサービスについてどのような責任投資要素が含まれるのか説明してください。


          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.


          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. 補足情報 [任意]