Sustainable investing : Monaco
As our Group is focused on the long term, we aim to contribute, through our influence and expertise, to the ecological and sustainable transition of the global economy.
A long-term roadmap
Our strategic sustainability framework provides us with a clear direction and a long-term roadmap to identify and address the most relevant risks, impacts, and opportunities, along with their nuances, across all our activities.
- Low-Carbon Transition: We aim to help preserve and create value linked to the low-carbon transition, for our clients, our investors, and our business model.
- A Unique Talent Culture: We strive to attract, develop, and retain high-potential talent who demonstrate team spirit, autonomy, and motivation, in order to deliver the highest level of expertise to our business lines, clients, and investors.
- Business Conduct: We are committed to conducting our business with fairness and integrity, to maintain the trust of our clients and investors and to protect our Group over the long term.
From our operational impact to the products and services we offer to clients and partners across our supply chain, we strive to embed these priorities into all of our most relevant activities.
Integrating Sustainability Considerations Across All Our Investments
Our investment processes incorporate sustainability considerations in various ways:
Through the application of exclusion policies: Applied across our entire management and advisory offering
- Exclusion of companies involved in cases of human rights violations, severe environmental damage, or serious corruption
- Exclusion of companies involved in the production, exploration, development, and processing of thermal coal
- Exclusion of companies involved in the production, distribution, retail, and supply of tobacco
Through the monitoring of sustainability investment risks: across all liquid asset management
Thus, each portfolio complies with the following criteria:
- Portfolio ESG coverage rate: minimum 65%
- Minimum rating target: set at BBB (according to the MSCI ESG Research rating scale)
- Share of securities rated below BB: maximum 15%
In addition to these criteria, our risk teams monitor additional indicators on a growing share of our assets, covering a broader range of specific sustainability risks.
The 4 Change Mandate - a sustainable investment solution
As early as 2018, our teams developed a more demanding investment solution regarding sustainability issues, going beyond exclusion frameworks and sustainability risk management. The 4Change mandate was launched in Belgium in 2018 before being fully integrated by the Paris management teams in 2020.
Thus, Rothschild Martin Maurel promotes, within this scope, certain environmental and social characteristics as defined by Article 8 of the SFDR regulation, as well as good governance practices in the management strategies implemented.
Find out more about our approach in our Article 29 Report relating to the French Energy-Climate Law of November 8, 2019.
