Ariane de Rothschild

Provides computer systems integration for the telecommunications industry

Provides banking and financial services

EDRAM is an active, long-term manager which focuses on consistency and follows a blend of opportunistic, growth and value investment styles. Their investment approach is value-oriented and conviction-based with limited attention paid to specific benchmarks. They select securities based on a bottom-up approach supported by in-house fundamental research. The firm manages portfolios invested in equity and convertible bonds as well as balanced funds. They invest the bulk of their assets in European equity complemented with Asian and emerging market equity as well as marginal investments in US and global stocks. Convertible bonds represent a minor proportion of their portfolio.

Rothschild-Europe is an active, risk-averse investment manager with a long-term outlook. They follow a growth-oriented investment approach and focus on the UK, Continental Europe, North America and Far East markets. Their equity investments favor (but are not restricted to) large-cap companies. The firm's investment process combines top-down asset allocation with bottom-up stock selection. The asset allocation process optimizes asset class and currency weightings according to a predicted economic scenario, and is subject to historical quantitative analysis and forecasting. Benchmarks are selected for each client using a mean-variance-based process.

Provides investment banking services

Provides financial services

Rothschild-PB is a conservative investment manager with a long-term outlook and a flexible investment style attuned to their customers' profile. Their overall investment approach emphasizes capital preservation and global diversification across asset classes. Their investment style is value-oriented for European securities and growth-oriented on Asian markets. The firm invests globally in equity, fixed-income, money market instruments and alternative products (arbitrage, event driven, long/short equity, trading, diversified and emerging markets). The firm uses a diversity of investment approaches, including bottom-up stock-picking based on fundamental analysis for their global and strategy-specific portfolios, and passive investment processes for their quantitative portfolios. In-house research combines contributions from a team of economists with a top-down view of markets and bottom-up analysis generated by a team of sector specialists. Analysts meet with company management as part of the research process. General investment decisions emanate from a committee, with fund managers responsible for incremental decisions.

Functions as a College/University