Asset Management

• Our business in asset management is to make conviction-driven investments that deliver for our clients. We act boldly, making committed choices to achieve long-term value creation.
• Our strategies cover all assets, liquid and real, to give access to complementary sources of performance. As a result we can offer innovative investment solutions that are perfectly matched to each client’s profile, and that remain relevant in changing market conditions.
• In this way, we continue to extend a track record of years of putting clients’ interests at the center of our actions – clients who today include institutional and wholesale investors as well as private banks and wealth managers based in major markets across Europe and Asia.

Our Distinct Values

INDEPENDENT A​ND PIONEERING SPIRIT

• As part of an independent and 100 % family-owned Group, we answer only to our clients, free from the obligation to follow short-term market trends. ​Over the years, this has brought about a different attitude of mind:  unconstrained by indices, we have more freedom to express our convictions, to remain creative and bold.  We can choose to make impactful choices geare​d towards the long-term, combining sustainability with profitability.​

CONVICTION MANAGEMENT AND TARGETED EXPERTISE

• The Group has chosen to focus on areas of expertise and sectors where we can bring the most value over the long term. We have developed several thematic funds in strategic fields such as big data, health and human capital, as well as strong expertise in specific areas such as risk management solutions.

INVESTMENTS WITH A POSITIVE IMPACT THAT AIM TO FINANCE REAL ECONOMY

• We strongly believe that finance should fuel the real economy and contribute to building the world of tomorrow. One of our Group’s convictions is that wealth should be seen not as an end in itself, but as a starting point for change. Accordingly, we are rapidly increasing our expertise in forward-looking themes like energy & environmental transition, real estate, urban development.

Our Conviction Led Investment Approach

• We are a conviction-driven House, innovative and visionary. We look towards the future and are committed to achieving long term value creation for our clients. It is an approach which aims to generate significant, sustainable performance in the mid to long run through a protect and grow capital mindset. This approach has been embedded in our organization’s wealth preservation philosophy. Our fundamental, research-driven approach is key to identifying and benefiting from multiple sources of return across the full spectrum of asset classes. As such, we implement a consistent, conviction-led approach to investments founded upon three principles:

PORTFOLIO MANAGEMENT TEAMS BASED ON 3 CORE PILLARS

SPECIALISATION A team of experienced investment professionals, experts in their markets/strategies.​​​

AUTONOMY Our portfolio managers are fully empowered to make investment decisions and are accountable for performance​​

COLLABORATION C​onstant interactions and synergies between investment teams to find new sources of value for our clients.​

INVESTMENTS FOCUSSED ON GENERATING IDEAS WITH 2 KEY OBJECTIVES

GENERATION OF LONG TERM RETURNS through an active, high-conviction approach, without index constraints.​

SEARCH FOR INNOVATIVE SOLUTIONS responsive to the current and future challenges of investors.​

RISK MANAGEMENT INTEGRATED AT EVERY STEP OF THE PROCESS

STRICT VALUATION DISCIPLINE to avoid overpaying for growth.​ .​

BALANCED PORTFOLIO STRUCTURES diversified across sectors and factors.​

PROPRIETARY ESG ANALYSIS to form a better understanding of long-term risks.​

Our Areas Of Expertise 

EQUITIES - AN ACTIVE AND HIGH-CONVICTION APPROACH

• Our portfolios are concentrated and reflect strong convictions, with a capacity to break away from benchmarks. Our investment management is based on in-depth fundamental analysis enriched by interactions with the other investment teams.

FIXED INCOME - A COMPLETE RANGE COVERING THE MAIN SEGMENTS

• Our fixed income expertise covers the main segments of the bond markets: investment grade, high yield, convertible bonds, financial debt and emerging debt. As pioneers in these asset classes, we have developed a proven know-how based on in-depth fundamental and prospective analysis of issuers.

MULTI-ASSET & OVERLAY - AN INVESTMENT PROCESS BASED ON CONVICTION, RISK DIVERSIFICATION AND FLEXIBLE MANAGEMENT

• The team deploys a fundamental and top-down approach to anticipate global macroeconomic & market developments with the aim of seeking diversification, controlling risk to achieve client’s objectives.

INFRASTRUCTURE DEBT​ - PRIVILEGED ACCESS TO PIONEERING PROJECTS​

• Ideal for long-term professional investors who want to benefit from the value generated by large infrastructure projects. Infrastructure debt stands out for its diversification potential. 

PRIVATE EQUITY - DIFFERENTIATING STRATEGIES THAT COMBINE PERFORMANCE AND IMPACT

• We deploy a unique partnership model which leverages the industrial and financial expertise of dedicated teams to co-develop innovative strategies, source of added value for our clients.

REAL ESTATE - A COMPREHENSIVE OFFER, FROM INVESTMENT TO PORTFOLIO MANAGEMENT

• We bring together a full range of technical, financial, legal and strategic skills to advise you across the whole real estate value chain. Our operational capabilities are aimed at identifying opportunities and generating value in all types of real estate assets and investment funds.​​

Responsible Investing 

SUSTAINABLE INVESTING 

• Sustainable investing has been intrinsic to the success of SFO since our inception. We have been developing investment solutions for our clients with long lasting value.
• SFO Asset Management ​has aligned of its ESG strategy with the values of the Group. The Rothschild family has built its wealth in a very responsible way, which has shaped the way we manage our clients’ assets.​

TRUE INTEGRATION IN OUR PROCESS

• We offer a wide range of ESG investment solutions, both for liquid and real assets​. We have genuine and​ full integration of ESG criteria into our fund management investment process. And our 3 Private Markets businesses have not only adopted ESG factors into their process but importantly their projects are having a direct impact on positive societal change.

WHAT’S DIFFERENT ABOUT US IN ESG

• As a firm we strongly believe that finance should fuel the real economy and contribute to building the world of tomorrow.
• ​85 % of open funds are now SFDR article 8 & 9.
• Our RI team has over 50 years total experience working in the sector.
• We have developed our own in-house ESG ratings system.
• ESG assets under management take into account open-ended funds, classified under article 8 or article 9 of the SFDR Regulation, which are managed and marketed by SFO . Funds whose financial management is delegated to a third party management company are excluded from the calculation.

Why Are We Different

OUR ​COMMITMENT

• Our independence, our focus on long-term wealth creation, our emphasis on results from both a financial and societal perspective are real sources of differentiation​​.

OUR UNIQUE OFFER

• Expertise across a uniquely broad spectrum of liquid and real assets, allowing us to offer clients an exceptionally wide range of value-creating investment solutions adapted to their needs.

OUR CLIENT-​CENTRIC CULTURE

• Close alignment of interest with clients, resulting in the ability to design innovative and pioneering solutions and form lasting partnerships.

OUR TEAMS

• Empowered, experienced investment teams with a proven investment process and a long term track record.​
• Innovation is the cornerstone and the driving force of our Group. This fundamental value contributes to achieving an unwavering goal: questioning status quos and seeking the best investment solutions for our clients, with freedom of action and conviction.​