Responsible Investment
As engaged investors we want to play an active role in influencing business practices and support the transition towards a low carbon economy.
As responsible fiduciary investors we are committed to protecting our portfolios from ESG risk and seizing new opportunities.
Our broad range of investment expertise positions us well to encourage large corporates, small- to mid-cap players, as well as investment firms, to embrace sustainable and innovative practices. Through our investment business lines and our wealth management activities, we proactively engage, raise awareness, and increase transparency regarding ESG issues amongst a wide array of institutional and private investors (including entrepreneurs, foundations and charities).
Responsible investment policies
Wealth & Asset Management and Five Arrows have developed respective investment restrictions frameworks that are tailored to the specificities of the investment businesses. The investment restrictions are described in their respective Responsible Investment Policies. Key areas include controversial weapons, fundamental principles, thermal coal and tobacco.
These investment restrictions are implemented in line with each investment business approach to ESG criteria integration, and part of the businesses’ response to manage ESG inherent risks for our investors.
The Sustainable Finance Disclosure Regulation (SFDR)
At Rothschild & Co, we believe that the SFDR regulation should not be approached as a simple regulatory constraint. It constitutes an opportunity for our investment businesses to develop investment strategies in line with global sustainability objectives while competing on equal terms with other market players.

