LOIM and Systemiq announce holistiQ Investment Partners

• Dedicated sustainable investment platform within Lombard Odier Investment Managers to deploy capital for a net-zero and nature-positive economy
• holistiQ will identify and invest into critical themes of the environmental transition expected to reshape the world economy in the coming decades, generating investment performance

Lombard Odier Investment Managers (“LOIM”), the asset management arm of Swiss banking group, Lombard Odier, and Systemiq, the leading system change company, have today announced a new partnership to build holistiQ Investment Partners (“holistiQ”).¹

holistiQ will operate as a new platform within LOIM solely dedicated to sustainable investing and will combine Lombard Odier’s asset management heritage, commitment to sustainability and investment track record, with Systemiq’s deep analytical understanding and expertise in economic system transformation.

Driven by clear convictions on the speed and scale of the economic transition, the platform will seek to deploy capital to capture investment opportunities, concentrating on the transformation of key economic systems such as energy; land and oceans; and materials. holistiQ will aim to offer a diversified, innovative suite of investment strategies across both public and private markets with a dedicated pillar on nature-based solutions.

Robust research and science-based forecasting of the economic transition to a more sustainable and regenerative future, and the impact this will have across sectors and geographies, should enable holistiQ to support clients to capitalise on new investment opportunities across the environmental transition to drive healthy potential returns.

holistiQ will be led jointly by Taraneh Azad, Managing Partner of Systemiq and Jean-Pascal Porcherot, Lombard Odier Managing Partner in charge of the asset management business, alongside their current roles. They will be overseeing a team of more than 100, drawn from across both LOIM and Systemiq, combining cutting-edge quantitative research with highly-skilled investment professionals.

Hubert Keller, Senior Managing Partner at Lombard Odier said: “holistiQ marks an important milestone in the history of both companies and signals the strength of our shared ambition of creating innovative solutions to drive progress in the global environmental transition. It is a unique partnership that will leverage the distinct, yet simultaneously interwoven capabilities of both institutions. Furthermore, it exemplifies Lombard Odier’s commitment to continuously develop leading investment solutions to meet the needs of our clients, underpinning our commitment to serving them as a leading sustainable investor focused on delivering performance. We look forward to deepening our existing relationship with Systemiq through this partnership.”

Jeremy Oppenheim, Founding/Senior Partner of Systemiq, said: “To build a net positive global economy $5-6 trillion of investment capital needs to be deployed across the world every year, most of this will be private capital. Systemiq has worked with Lombard Odier for several years and we have found the perfect partner with whom to build holistiQ. Combining the best research capabilities from across the two houses, we will develop distinctive investment strategies with clear convictions based on both scientific and economic insights.”

At Lombard Odier Investment Managers, we are rethinkers with one goal in mind. To provide our clients with outstanding investment solutions that meet their needs for the long term and evolve to thrive in the challenging world in which we all live. 

We are focused investment specialists, seeking out investment opportunities that lie on less trodden paths, where our diverse and talented team can add genuine, persistent, value to our clients. We constantly rethink what we know and do, innovating to create new strategies and develop new ways of investing. 

We believe that the next economic revolution has already begun, and that sustainability will be a major driver of returns for the foreseeable future and beyond. For those with the skills to adapt to this new reality, sustainability would create new sources of alpha, open up new investment opportunities and lead to enhanced return and reduced portfolio risk.

Our team of sustainability experts combine sophisticated data sources, academic rigour, and technical innovation to create leading-edge, science-based tools that provide unique insights that are available to all our investment professionals. 

These unique insights are reflected directly in our growing range of dedicated sustainable investment strategies that are aligned to this core belief.

With more than 180 investment professionals, we are a global business with a network of 13 offices across Europe, Asia and North America and have assets under management of 63 billion CHF (as of 31 December 2022).

About Systemiq

Systemiq, the system-change company, was founded in 2016 to drive the achievement of the Paris Agreement and the Sustainable Development Goals, by bringing speed and scale to transforming five systems that shape how we live and work: energy, nature and food, materials, the built environment, and finance.

A certified B Corp, Systemiq combines strategic advisory with high-impact, on-the-ground work, and partners with business, finance, policy-makers and civil society to deliver change.

Systemiq’s more than 340 people are based in Brazil, France, Germany, Indonesia, the Netherlands and the UK. Find out more at www.systemiq.earth

Contact