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 Indirect – Manager Selection, Appointment and Monitoring » Appointment


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

04.1. あなたの組織では、ほとんどのケースで、また、商品の仕組みが許す限り、運用会社の選定および・もしくは約定の一環として以下の項目のいずれかを行っているかどうかを明示してください。

04.3. 上記のいずれにも該当しない場合は、任命や約定プロセスの一環として期待を設定する他の仕組みを説明してください。

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. 報告要件のいずれかが満たされない場合に、組織では、以下に記載するどの措置を講じることになるのかを示してください。

04.5. 組織が設定している外部運用会社の指名プロセスに関連する追加情報を記載してください。 [任意]