Sustainability

Edmond de Rothschild is a conviction-driven investment house founded on the idea that wealth should be harnessed to build the future. This conviction is all the more meaningful in the real estate sector, which is duty bound to embrace urban and social changes while meeting the environmental challenges of our time.

Vision

The real estate sector is one of the biggest energy consumers. In Switzerland, buildings account for nearly 40% of energy consumption and close to one-third of CO2 emissions. Making buildings more sustainable makes it possible to meet environmental and social objectives by creating long-term value, and also serves to generate performance for real estate investments.

Edmond de Rothschild REIM (Suisse) SA ("the manager") has organised its vision of an environmental, social and governance policy into three pillars, namely:

  • Improving the sustainability of the stock of existing assets
  • Placing the user at the centre of the approach
  • Acting with engagement

More than ever, the future of real estate lies in the ability to address social, demographic, technological & environmental challenges.

At Edmond de Rothschild REIM we are embracing this through actions.

Improve durability of the existing stock

CO2 emission reduction targets will only be achieved if significant and impactful actions are taken on the existing buildings.

We are committed:

  • to enhance efficiency,
  • to optimize usage of natural and renewable resources,
  • to improve biodiversity and social components.

Put the end users at the heart of our approach

The value of assets is driven by their attractivity towards tenants and buyers.

Environmental and social standards are set to meet the users expectations:

  • functionality
  • well being
  • affordability

Act with commitment and engagement

Real estate is a people business and a local business.

All stakeholders are involved in the implementation of the Sustainability Policy when it comes to:

  • managing the projects,
  • finding the right solutions and partners,
  • ensuring the set targets are achieved.

Objectives

The Board of Directors and the Manager have established a sustainability policy for ERRES as well as an exclusionary approach based on the application of systematic criteria for the admission of tenants. This policy is broken down into 36 objectives that address environmental (E), social (S) and governance (G) issues and are divided into themes. An implementation manual and a roadmap have been defined within this framework.

Environnemental Social Governance
Energy and climate Stakholder Engagement Policies and processes
Water consumption Health and well-being Supply chain
Waste management Culture and community Transparency and reporting
Biodiversity Transport and mobility  
  Human impact  

The Manager has also put in place a sustainability policy for the company EDR REIM.

Reporting

Ecosystem, data and tools

SPECIALIST PROVIDERS

The manager works in collaboration with many specialised service providers to help them define their policy and objectives, but above all in implementing and monitoring their achievements. The collection of reliable and objective data is one of the key points of our sustainability policy.

SignaTerre, l'immobilier durable

SignaTerre assists real estate professionals, owners (real estate funds, pension funds, insurance companies, public and private authorities) or managers to be proactive in the energy transition. Their transversal skills and innovative solutions are centred around the CO2 impact and the reduction of energy consumption. They rely on technical management, engineering, architecture and digital integration applied to the built environment.

E-NNO

E-NNO's technology, certified by Solar Impulse Efficient Solution, is directly installed on the energy production and offers many advantages:

  • Reduction of energy consumption thanks to artificial intelligence algorithms that take into account a multitude of data such as the consumption habits of the tenants or the sunshine of the building.
  • Fine and secure feedback of consumption data
  • Connectivity to all types of installations and energy sources

Programme éco21 - SIG Much more than an energy supplier, SIG is a privileged partner for all questions related to energy and the ecological transition. SIG's eco21 program helps owners and tenants to reduce energy consumption thanks to simple, quick and concrete solutions.

Planair Planair supports public authorities, industries, real estate companies, private individuals, architects, institutional investors and implements innovative solutions in the fields of energy efficiency, renewable energy and environmental protection.

External assessment 

The Manager leaves the task of assessing our positioning to the care of external specialists and have therefore participated in the Swiss Sustainable Real Estate Index (SSREI) every year in the past three years. The SSREI is an effective and practical tool for comparing the market, assessing intrinsic value and boosting transparency on the sustainability of real estate portfolios.

SSREI 

Swiss Sustainable Real Estate Index - SSREI

IMPORTANT INFORMATION

The circle of authorized investors in the Edmond de Rothschild Real Estate SICAV - Commercial Income sub-fund (’the Commercial Income Sub-Fund") is limited to so-called "qualified investors". The fund documents provide information these restrictions and, where applicable, on other restrictions on the investor base. Accordingly, the information on this website concerning the Commercial Income Sub-Fund is intended exclusively for investors domiciled in Switzerland and considered to be qualified or institutional investors within the meaning of art. 10 para. 3 and 3ter of the Swiss Federal Act on Collective Investment Schemes (CISA).

By clicking on the ‘I agree’ button below, you acknowledge that you have read and understood the above clause, you agree to comply with its content, you confirm that you are accessing this website in accordance with the laws and regulations of the jurisdiction or country in which you reside and that you are a qualified investor within the meaning of art. 10 al. 3 and 3ter of the Swiss Federal Act on Collective Investment Schemes (CISA) domiciled in Switzerland.

IMPORTANT INFORMATION

Edmond de Rothschild Real Estate SICAV (the “SICAV”), Geneva, is an externally managed open-ended investment company incorporated in Switzerland in the “real estate” category, as defined by the Swiss Collective Investment Schemes Act (CISA). The SICAV has delegated its administration, management and distribution to CACEIS (Switzerland) SA, Nyon, as the fund manager. CACEIS (Switzerland) SA has delegated the SICAV’s investment management and exclusive distribution with the power to sub-distribute SICAV shares to Edmond de Rothschild REIM (Suisse) SA in Geneva. Edmond de Rothschild REIM (Suisse) has sub-delegated distribution of the sub-fund Edmond de Rothschild Real Estate SICAV - Swiss ("the sub-fund Swiss") notably to Edmond de Rothschild (Suisse) SA and to Bank Julius Baer & Co Ltd in particular. Banque Cantonale Vaudoise, in Lausanne, is the SICAV’s Depositary Bank. Subscriptions are valid only based on the prospectus in effect with the investment rules and by-laws included, the key information document and the most recent annual report (or, where applicable, the interim report if more recent). These documents are available free of charge from the registered office of the SICAV, c/o Edmond de Rothschild (Suisse) SA, rue de Hesse 18, 1204 Geneva, and from CACEIS (Switzerland) SA, Route de Signy 35, 1260 Nyon, and from any sub-distributors.

The information contained on this website is provided for informative and advertising purposes only. It should not be taken as investment advice, or as a recommendation to invest, to liquidate an investment or to conduct any other transactions in connection with the SICAV. Furthermore, it should not be taken as a public solicitation or as an offering or invitation to subscribe for shares in the SICAV.  The SICAV, CACEIS (Switzerland) SA, Edmond de Rothschild REIM (Suisse ) SA and Edmond de Rothschild (Suisse) SA offer no guarantee on the accuracy and completeness of the information contained on this site, and may under no circumstances be held liable for any losses resulting from the use of said information. The information contained on this site reflects the opinions of the SICAV. Users are advised to contact an independent financial advisor to examine the content of the information provided, in order to ensure that the information in question is appropriate to their situation, based on their investment goals, risk profile, and their personal, financial, regulatory and tax conditions. All investments are subject to risks, including in particular the risk of fluctuations in values and returns. Past performances and financial market scenarios offer no guarantee of current or future results. Any performance data referred to on this site does not include the commissions and fees charged on subscriptions and redemptions of SICAV shares. The reproduction of the information contained on this site, in part or in whole, is prohibited without the prior written consent of the SICAV.

The investment objective for each sub-fund is to substantially preserve invested capital over the long term and to distribute appropriate income. The Board of Directors of the real estate SICAV and the Investment Manager will make every effort to achieve the specific investment strategy established for each sub-fund, based on the datasheets associated with the investment rules. It should be noted, however, that the achievement of the strategies may be subject to regulatory and legal constraints and procedures, such as the authorisation scheme in Switzerland for any purchases of buildings for residential use. No assurance can be given by the real estate SICAV, its Board of Directors, the Fund Manager or the Investment Manager as to the confirmation by the competent cantonal and/or federal authorities that the residential buildings considered for acquisition by the real estate SICAV are not subject to said authorisation scheme.

The information contained on this website is not addressed to persons subject to legislation prohibiting them from accessing the website due to their nationality, status or domicile. In particular, the SICAV has not filed, and does not plan to file, an application with the US Securities and Exchange Commission to offer or sell its shares to the public under the terms of the Securities Act of 1933. The SICAV is not registered, and does not plan to register, under the terms of the Investment Company Act of 1940, as amended. The information contained on this website may not be distributed, and the SICAV’s shares may not be offered, in the United States of America or in any US territories, holdings or regions subject to its jurisdiction.

By clicking on the “I agree” button below, you acknowledge having read and understood this page, you agree to comply with its content and you confirm that you are accessing this website in accordance with the laws and regulations of the jurisdiction or country in which you live.