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Edmond de Rothschild Asset Management (France) (EDRAM)

PRI reporting framework 2018

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Outputs and outcomes

LEI 12. How ESG incorporation has influenced portfolio composition

12.1. Indicate how your ESG incorporation strategies have influenced the composition of your portfolio(s) or investment universe.

Describe any reduction in your starting investment universe or other effects.

For SRI funds and mandates managed with a positive /best-in-universe or best-in-class screening approach

Specify the percentage reduction (+/- 5%)

40 %

Select which of these effects followed your ESG integration:

          Impact of ESG incorporation in creating a direct ESG dialogue with companies; the result of dialogue can lead to impact investment decision but not systematically
        

12.2. Additional information.[Optional]


LEI 13. Measurement of financial and ESG outcomes of ESG incorporation (Private)


LEI 14. Examples of ESG issues that affected your investment view / performance

14.1. Provide examples of ESG issues that affected your investment view and/or performance during the reporting year.

ESG issue and explanation

Social and corporate governance concerns

Impact on investment decision or performance

Sell an European IT services stock

ESG issue and explanation

Social concerns

Impact on investment decision or performance

Sell an European hardware company

ESG issue and explanation

Environmental opportunities

Impact on investment decision or performance

Spanish auto equipment  stock  analysis and coverage initiation

ESG issue and explanation

Societal opportunities

Impact on investment decision or performance

European business services stock  analysis and coverage initiation

ESG issue and explanation

Carbon emissions profile

Impact on investment decision or performance

Sell a corporate bond in the cement sector

14.2. Additional information.[Optional]


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