Carbon expertise: Lombard Odier’s 4 steps for investing in the net-zero transition

At LOIM, we have conviction in our way of investing in the net-zero transition.

Having identified three reasons to rethink net zero, explained why many low-carbon strategies are unfit for the purpose of the investing in this economy-wide shift, and described the forward-looking expertise needed to identify real-world decarbonisation and growth opportunities as the world seeks to fulfil the Paris Agreement, we have developed proprietary carbon expertise.

This informs our assessments of decarbonisation progress in sectors from energy to industry and food, and enables us to identify companies we believe to be transition champions – the ‘ice cubes’ helping to cool the economy. It underpins our TargetNetZero credit and equity strategies, and provided a foundation for pioneering a new approach to calculating the implied temperature rise of companies – a field of analysis supported by the Taskforce for Climate-related Financial Disclosures.

Through our carbon expertise, we aim to empower investors to rethink net zero and decarbonise portfolios, maintain diversification, deliver performance and help drive the transition forward. How does it work? For insights into our four-step process, please watch the video below.

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