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    Lombard Odier

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    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