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Edmond de Rothschild Asset Management (France) (EDRAM)

PRI reporting framework 2018

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You are in Indirect – Manager Selection, Appointment and Monitoring » Appointment

Appointment

SAM 04. Appointment processes (listed equity/fixed income)

04.1. Indicate if in the majority of cases and where the structure of the product allows, your organisation does any of the following as part of the manager appointment and/or commitment process

04.3. If none of the above, describe any other mechanisms in place to set expectations as part of the appointment or commitment process.

In the context of the SRI fund selection for the SRI mandate, our financial and extra-financial due diligence allows us to select funds, reconciling financial performance and quality of responsible investment in several asset classes (equity, credit, etc.).

However, this type of request has limits for our "mainstream" fund selection expertise: we cannot express strict requirements, being one investor in the funds among others. On the other hand, we can seek to convince them about the importance of some ESG issues for Edmond de Rothschild Asset Management (France) and that we would like to see taken into account in order to influence the practices of mainstream funds (e.g. signing the PRI, excluding anti-personnel mines/cluster bombs, measuring the portfolio’s carbon footprint) or SRI (ESG quality of the portfolio/benchmarking, indicators on ESG impact, green part of the investments, etc.).

 

04.4. Indicate which of these actions your organisation might take if any of the requirements are not met

04.5. Provide additional information relevant to your organisation's appointment processes of external managers. [OPTIONAL]

          
        

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