EN OUR GROUP OUR BUSINESS AND OUR SERVICES OUR GLOBAL PRESENCE CONTACT US PRIVATE AREA PRIVATE EQUITY Our Private Equity expertise strongly embodies our convictions. It is an integral part of our entrepreneurial approach to finance, geared towards the long term and aligning financial performance with social and environmental impact. EDR>English>Private Equity INVESTING IN THE REAL ECONOMY CHOOSING PRIVATE EQUITY Private Equity strategies are uncorrelated with financial markets and give you the opportunity to invest in high-potential unlisted companies by financing them at different stages of their development. You diversify your investments by combining medium-to long-term financial performance with an anchorage in the real economy and a positive societal impact. OUR EXPERTISE Our team of close to 150 Private Equity experts gives you access to a wide range of solutions and helps you identify those that are best aligned with both your convictions and expectations in terms of returns, risk, diversification, and time horizon. Our funds all meet a common goal: to face up to the challenges of today and anticipate those of tomorrow through strategies that combine resilience and positive impact. OUR OFFER YOUR OPPORTUNITIES GROWTH CAPITAL EMERGING MARKETS REAL ASSETS Building tomorrow's infrastructures. Seeking long-term returns while creating a strong social, economic and environmental impact. HOSPITALITY ADDED-VALUE PROPERTY URBAN REGENERATION AND REMEDIATION OF POLLUTED LAND TRANSPORT AND SOCIAL INFRASTRUCTURES ENVIRONMENTAL INFRASTRUCTURES OUR APPROACH CONVICTIONS CONVICTIONS AND SELECTION ARE AT THE HEART OF OUR INVESTMENT PROCESS Our experienced teams conduct in-depth analysis of the growth drivers and global trends that will shape the world of tomorrow. We anticipate their impact and influence on companies to develop innovative and visionary investment strategies that actively contribute to building the future, while delivering risk-adjusted returns. ENTREPRENEURIAL SPIRIT Beyond being bankers, we are above all entrepreneurs. We combine industrial and financial expertise to co-develop innovative and value-creating strategies. Our experienced and rigorously selected investment teams support and guide entrepreneurs in the implementation and development of their projects. AGILITY Thanks to an agile structure we can adopt a proactive approach to identify the investment themes that will help meet the challenges of tomorrow, build dedicated management teams and set up the right investment vehicles. ALIGNMENT OF INTERESTS A successful Private Equity strategy relies above all on the know-how of the women and men involved, and on their capacity to collaborate efficiently. Based on long-term partnerships with independent and specialised investment teams, our model creates the best conditions for aligning the interests of the Edmond de Rothschild Group, the investment teams and investors, thereby guaranteeing trust for the latter. OUR COMMITMENT TO SUSTAINABILITY From the word go Edmond de Rothschild Private Equity1 has upheld its investment convictions by developing a stand-out offer that combines financial performance with social utility and environmental responsibility. INTEGRATING ESG FACTORS Our Private Equity strategies address issues that provide long-term solutions to sustainable development challenges. Most of our investment themes incorporate Environmental, Social and Governance (ESG) factors. Edmond de Rothschild Private Equity has dedicated ESG teams who coordinate all of the platform’s ESG actions and work closely with the ESG fund managers in the various investment strategies. These actions seek to improve ESG management practices in the investment process. INVESTING TOWARDS TOMORROW For many years we have been building partnerships that protect biodiversity, contribute to eco-friendly urban development, recognise the value of human capital and foster sustainable growth in the emerging markets. COMMITTING COMMITMENT BY THE PLATFORM Edmond de Rothschild Private Equity S.A. became a signatory to the Principles for Responsible Investment (UNPRI2) in 2016 and in 2020 it was awarded score A for the modules reported in 2019 (Strategy & Governance, Private Equity, Infrastructure). Edmond de Rothschild Private Equity (France) is a member of the association France Invest and a signatory of its Gender Equality Charter. It has also been a member of the ESG Commission and the Diversity and Talent Commission since 2020. Nine of our investment strategies contribute directly to achieving a number of the UN Sustainable Development Goals. COMMITMENT BY THE INVESTMENT STRATEGIES Our strategy dedicated to green infrastructure in Europe was awarded the Greenfin label launched by the French government in 2015 and dedicated to green finance. Our transfer of business ownership fund was awarded the “Relance” label (investing in the recovery) by the French Ministry of the Economy, Finance and the Recovery in 2020. 1 Edmond de Rothschild Private Equity (“EdRPE”) is the trading name of the private equity entities (including subsidiaries and affiliated entities) of the Edmond de Rothschild Group. This name also refers to the Private Equity division of the Edmond de Rothschild Group. 2 Launched by the United Nations in 2006, the Principles for Responsible Investment (PRI) target the financial sector and encourage investors to integrate environmental, social and governance issues into their portfolio management. SFDR Under European Regulation (EU) 2019/2088 on sustainability‐related disclosures in the financial services sector, known as SFDR or the Disclosure Regulation, Edmond de Rothschild Private Equity has classified its relevant investment funds according to the three available categories, namely: Article 6: the product has no sustainability objective. Article 8: the product’s communications material incorporates ESG features but sustainability is not its key feature or a key feature of the investment process. The product promotes environmental and/or social features to the extent that the investees apply good governance practices. Article 9: the product has a sustainable investment objective. ‘‘ We launch strategies that make us unique, in which our expertise and commitment set us apart from traditional players. They are all designed to meet targeted challenges, combining financial performance with positive social and environmental impact. ‘‘ Johnny El Hachem, CEO, Edmond de Rothschild Private Equity KEY FIGURES AT 31/12/2020 Previous 150 professionnals Next DIRECT ACCESS ON THIS PAGE OUR PRIVATE EQUITY STRATEGIES NEWS ASSET MANAGEMENT INTEGRATING CLIMATE CHANGE INTO OUR INVESTMENTS 22/10/2021 ASSET MANAGEMENT ESG, QUÉSACO ? 22/10/2021 ASSET MANAGEMENT THE EARNINGS SEASON GETS OFF TO AN ENCOURANGING START 22/10/2021 ALL NEWS Les coulisses de la victoire Franck Cammas et @CCaudrelier ont enfin pu laisser éclater leur joie et savourer leur éclatante victoire. Des moments intenses partagés avec les membres du Gitana Team, avec une pensée particulière pour Benjamin de Rothschild. polaRYSE J-1 Les équipes de Edmond de Rothschild Asset Management seront présentes au Sommet BFM Patrimoine, jeudi 25 novembre au Carrousel du Louvre. Venez échanger et rencontrer nos experts sur le stand D10. #BFMPatrimoine J-1 Les équipes de Edmond de Rothschild Asset Management seront présentes au sommet @BFM_Patrimoine, jeudi 25 novembre au Carrousel du Louvre. Venez échanger et rencontrer nos experts sur le stand D10. BOLD BUILDERS OF THE FUTURE PRESS ANNUAL REPORT SITE PLAN LEGAL NOTICE COOKIES POLICY WEBMASTER CONTACT 2021 Edmond de Rothschild This web site contains PDF documents that require the most current version of Adobe Reader to view. Download Adobe Acrobat Reader