This report shows public data only. Is this your organisation? If so, login here to view your full report.

Edmond de Rothschild Asset Management (France) (EDRAM)

PRI reporting framework 2018

Export Public Responses

You are in Direct - Listed Equity Active Ownership » Engagement » Process » General processes for all three groups of engagers

General processes for all three groups of engagers

LEA 09. Share insights from engagements with internal/external managers

09.1. Indicate if insights gained from your engagements are shared with your internal or external investment managers.

Type of engagement

Insights shared

Individual/Internal staff engagements

Collaborative engagements

09.2. Additional information. [Optional]

Whether they are conducted on an individual or collaborative basis, these engagement actions are very carefully selected and the results feed our expertise as a responsible investor. Year after year, the feedback received from every single action helps to enrich our ESG and engagement analysis process and improve our investment teams' proprietary knowledge on ESG integration.

The outcome of these actions helps feed our stock specific ESG assessment and may have an impact on investment decisions within our SRI funds. In the event of an unsatisfactory response, a company's ESG rating can be downgraded; this will affect our confidence in the stock and cause the weightings to be reduced, or the stock to be exited from the portfolio. We communicate on the outcome of any engagement action to our investment teams who will decide on their own on the impact this may have on the management of their funds.

LEA 10. Tracking number of engagements

10.1. Indicate if you track the number of your engagement activities.

Type of engagement
Tracking engagements

Individual / Internal staff engagements

Collaborative engagements

10.2. Additional information. [OPTIONAL]

Edmond de Rothschild Asset Management (France) ensures that a constructive dialogue is established with the target company, and that this company is receptive to tackling the ESG challenge(s) that have been identified. Furthermore, Edmond de Rothschild Asset Management (France) ensures it has the means and resources needed to monitor its Engagement initiatives:

• For each company held by the fund EdR Tricolore Rendement, the RI and European equity investment teams identify ESG issues in sufficient detail to enable regular progress reports;

• We set a target horizon (i.e. 24 months) that is long enough to allow companies to make the necessary changes;

• We have set up a consultative and monitoring body empowered to check the reality and the continuity of our Engagement initiatives: the “Voting and Engagement Committee”.


In addition, Edmond de Rothschild Asset Management (France) publishes annual voting and engagement reports which are freely available on our website( These reports provide an overview of our votes in shareholder meetings and engagement efforts with companies in the portfolio. As far as engagement action is concerned, please note that we only communicate on the details once the action is over to prevent any interference with the on-going dialogue: we ensure that external communication on our engagement actions does not upset the relations of trust we have with the companies, and that dialogue and progress can be sustained over the long-term.