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Edmond de Rothschild Asset Management (France) (EDRAM)

PRI reporting framework 2018

Export Public Responses

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OO 01. Signatory category and services

01.1. 組織が提供しているサービスおよびファンドを選択してください。




01.2. 組織のヘッジファンド戦略と分類を記述してください。 [任意]


01.3. 追加情報 [任意]

OO 02. Headquarters and operational countries

02.1. 組織の拠点がある場所を選択してください。


02.2. オフィスが所在している国数を記載してください(本部を含む)。

02.3. 組織が正規雇用しているスタッフのおおよその人数を記載してください。

189 正規職員

02.4. 補足情報 [任意]

Edmond de Rothschild Asset Management (France)* is part of the Edmond de Rothschild Group.

The Edmond de Rothschild Group, which is headquartered in Geneva, offers a wide range of financial services throughout the world. The Group is structured around two main strategic activities: asset management and private banking. Today, the Group has € 155 billion of assets under management and 2,700 employees across 26 offices, branches and subsidiaries throughout the world.

All of the entities of the Group ultimately belong to the Rothschild family through a Swiss holding based in Geneva. Edmond de Rothschild Holding S.A. is the financial group's ultimate holding company and is controlled by Baron Benjamin de Rothschild: this holding controls, directly and/or indirectly, all of the Edmond de Rothschild Group's entities. As a signatory of the PRI (Principles for Responsible Investment) since 2010, the entity submitting the PRI reporting is Edmond de Rothschild Asset Management (France), the main asset management company of the Group, a limited company under French law which main shareholder is Edmond de Rothschild (France) (99.85% ownership), a fully operational bank chartered under French law.

With one investment hub in Paris and 2 representative offices exclusively dedicated to the funds’ commercialization (Madrid and Frankfurt) in the world, Edmond de Rothschild Asset Management (France) comprises 189 people, where team spirit and individual responsibility are our key values. Our investment teams which total 49 professionals, representing more than 26% of our total staff, are dedicated to analysis and portfolio management, and are responsible for the management of close to €30 bn as at end of December 2017.


*Edmond de Rothschild Asset Management (France) or Edmond de Rothschild AM (France) is the commercial name of one of the asset management entities (including branches and subsidiaries) of the Edmond de Rothschild (EdR) Group. It also refers to the Asset Management business line of the EdR Group”


OO 03. Subsidiaries that are separate PRI signatories

03.1. 組織内に単独でPRI署名者となっている子会社があるかどうかを記載してください。

03.3. 補足情報 [任意]

OO 04. Reporting year and AUM

04.1. 報告年度の最終日を記載してください。


04.2. 報告しないことを選択した子会社を除き、報告年度末のAUM合計を記載してください。

Total AUM
10億 100万
Assets in USD
10億 100万

04.5. 補足情報 [任意]

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


06.1. どのように資産クラス構成を開示したいかについて記載してください。



上場株式 10-50% 30.7 <10% 5
債券 10-50% 34.8 <10% 1.7
プライベートエクイティ 0 0 0 0
不動産 0 0 0 0
インフラ 0 0 0 0
コモディティ 0 0 0 0
ヘッジファンド 0 0 <10% 0.2
森林 0 0 0 0
農地 0 0 0 0
包括的な金融 0 0 0 0
現金 0 0 <10% 4.1
その他(1)(以下に具体的に記入してください) 10-50% 12.3 <10% 0.2
その他(2)(以下に具体的に記入してください) 10-50% 10.6 <10% 0.4


          Asset Allocation/Balanced/Diversified


          Overlay/Structured Products/Alternative/UCITS/FSP

06.2. 添付の画像に従って組織の資産クラス構成を公表する

06.3. AUM資産クラス分割について説明する情報を記載してください。 [任意]

Organization structure

Edmond de Rothschild Asset Management (France) is an established and renowned multi specialist investment house directed by an Executive Board whose members are:

  • Didier Deleage, Chief Executive Officer Edmond de Rothschild Asset Management  (France) and Chief Operating Officer Global Asset Management,
  • Philippe Uzan, Chief Investment Officer investments,
  • Nicolas Dubourg, Head of Investment Solutions Global Asset Management,

The structure of Edmond de Rothschild Asset Management (France) reflects the DNA of our independent and agile multi-specialist investment house. Purposefully focused on active management and specialties based investment approach, Edmond de Rothschild Asset Management (France) is structured around 3 investment platforms (49 investment professionals) promoting research & innovation and building accordingly solutions adapted to the needs and constraints of our clients:

  • The Portfolio management platform: it covers a large number of products, ranging from equities and corporate bonds to asset allocation: Asset Allocation and Sovereign Debt, International Equities, European Equities, Corporate Debt and SRI management. Within this platform, the reinforcement of synergies between the Equity teams and Corporate debt team is encouraged. This platform implements a long-term conviction based investment approach independent from benchmark constraints to a large extent.
  • The Investment Solutions platform: in line with our culture of innovation and our desire to develop tailor-made approaches, Edmond de Rothschild AM (France) has set up an Investment Solutions Department. This transversal department aims at building specific solutions for all our clients (internal and external, institutional and retail). This department includes financial engineers, as well as asset management analysts (risk & currency overlay management).  
  • The "Private Banking" management platform: this platform brings together all of the portfolio management teams dedicated to the Group's private banks. It aims at offering to our private clients the entire range of our products and tailor-made solutions adapted to each locality and regulation, in line with Edmond de Rothschild AM (France) values of excellence, creativity and discretion.



As an independent asset manager with a strong history, Edmond de Rothschild AM (France) is an established and renowned multi specialist investment house covering a wide range of strategies across asset classes through open-ended funds, dedicated solutions via direct lines, funds of funds and overlay management.

Our performance results testify to the firm’s capacity to deliver sustainable performance. Our philosophy is founded on a strong culture of innovation and a long term approach to investment aiming to generate significant performance within a solid risk framework:

  • Innovation is a fundamental component to our approach; not only in terms of design of products and dedicated solutions, but also with respect to implemented investment approach within portfolios;
  • Active management on the basis of a thorough internal analysis: Our portfolios are actively managed aiming at generating outperformance and optimizing the risk/return profiles at all times. Selection of instruments varies according to the specificities of each approach (conviction management, quantitative management) but investment decisions mainly rely on a thorough internal research, independently from benchmarks;
  • Fully integrated risk management: Our approach aims at having a comprehensive understanding of risks borne by portfolios and at quantifying those risks over the mid to long term; we identify and assess those risks before investing and carry out a rigorous monitoring of those risks along the life of our investments.

OO 07. Fixed income AUM breakdown (Private)

OO 08. Segregated mandates or pooled funds (Private)

OO 09. Breakdown of AUM by market

09.1. 組織のAUMの内訳を市場別に示してください。



  Emerging, Frontier and Other Markets

09.2. 補足情報 [任意]