Lombard Odier

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Lombard Odier IM recruits Meunier for “Sustainability Revolution” (funds europe)

Lombard Odier Investment Managers has recruited a fund manager to focus on equities with a digital innovation theme in a move prompted by the...

Research & Interviews

Facts & Figures

Inception of sustainability strategy1997
Total AUM (USD)262 billion
(CHF 259 billion)
AUM Responsible Strategies (USD)N/A
% screened>90
% ESG integration>90
% engagement>90
% proxy voting>90
Responsible Investment team5 experts

Ticking Boxes

Firm-wide ESG integration
Impact investing
PRI Signatorysince 2007
UN Global Compact2015
CDP Signatorysince 2004
UNEPFI Signatory
IIGCC Signatory
SWESIF
since
Funds in Hållbarhetsprofilen
Other membershipsSFG, SSF, GIIN

Exclusions

All RI StrategiesFirmwide
International norm violationsInternational norm violations
Fossil fuel (all)NANA
Thermal coalNANA
Anti-personnel landmines & Cluster munitions
Weapons of mass destruction (nuclear, biological & chemical)
Weapons (all)
Tobacco
Alcohol
Gambling
Pornography
Fur
GMOsNANA

IN BRIEF

Lombard Odier is a Swiss bank that offers checking accounts, credit and debit cards, investment , wealth management, fixed income, multiasset, bonds, equities, funds, custody, and securities accounting. Banque Lombard Odier & Cie serves customers worldwide.

The next economic revolution is already underway. The most fundamental shift in the history of humanity. And this revolution bears the name sustainability. It’s more than just an environmental issue. It’s a revolution that will affect everyone and everything on the planet, influencing the way governments act, industries function and businesses behave. And one that touches every aspect of all 7.6 billion lives on this planet: energy, transport, food-systems, population growth, healthcare, education, data management.

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We believe sustainability represents the biggest investment opportunity in history. The single biggest driver of returns. The future of long-term prosperity. Yet whilst the promise is inspirational, the reality will be fraught with challenges. The one thing we do know is that seismic change is chaotic to the unprepared. But in uncertain times, one puts faith in those that have navigated such waters in the past. With 222 years of experience, we are that navigator.

As wealth and asset managers, we believe it is vital to invest in companies that are well positioned to benefit from The Sustainability Revolution. In our view, these companies will be more likely to generate substantial excess returns in the future. At the same time, we avoid investing in businesses that can’t or won’t proactively adapt, because of the risk they may become ‘stranded’. We believe that companies with a combination of sustainable financial models, sustainable business practices and sustainable business models will drive excess returns.

Sustainable Products & Strategies

Core / Impact

Active SRI

Screened

Source & Resources