investment viewpoints
Swiss Climate Scores
As part of Switzerland’s commitment to achieve net-zero greenhouse gas (GHG) emissions by 2050 and align with the Paris Agreement, the Swiss Federal Council launched the Swiss Climate Scores in 2022.
The Scores provide investors with comparable and meaningful information on the extent to which their investments are compatible with international climate goals. They aim to establish best-practice transparency while promoting investment decisions that contribute to achieving these climate goals. Adoption by investors is voluntary.
The Scores are based on six indicators:
- GHG emissions
- Exposure to fossil-fuel activities
- Global warming alignment
- Verified commitments to net zero
- Credible climate stewardship
- Management to net zero
The Scores sit alongside the Ordinance on Climate Disclosures, which requires large Swiss companies to disclose carbon emissions, their reduction targets and plans to achieve them from 1 January 2024.
At Lombard Odier Investment Managers (LOIM), we believe the sustainability transition is one of the most important drivers of investment risk and return. As such, we have embraced this scoring approach and included the Scores within our sustainability reporting tool.
Swiss Climate Scores: our disclosures
To find the Swiss Climate Scores for LOIM funds, please follow the these two steps:
- Select your chosen fund in our sustainability tool
- From the ‘Module’ drop-down box, pick ‘Swiss Climate Scores’
Below, we provide direct links to Scores disclosures for some of our most popular funds.
Popular Equity Funds
Popular Fixed Income Funds
|
|
More information?
For more information about our approach to Swiss Climate Scores, please click here.
important information.
FOR PROFESSIONAL INVESTORS ONLY
For professional investors only. This document is issued by Lombard Odier Asset Management (Europe) Limited, authorised and regulated by the Financial Conduct Authority (the “FCA”), and entered on the FCA register with registration number 515393. Lombard Odier Investment Managers (“LOIM”) is a trade name.
This document is provided for information purposes only and does not constitute an offer or a recommendation to purchase or sell any security or service. It is not intended for distribution, publication, or use in any jurisdiction where such distribution, publication, or use would be unlawful. This material does not contain personalised recommendations or advice and is not intended to substitute any professional advice on investment in financial products. Before entering into any transaction, an investor should consider carefully the suitability of a transaction to his/her particular circumstances and, where necessary, obtain independent professional advice in respect of risks, as well as any legal, regulatory, credit, tax, and accounting consequences. This document is the property of LOIM and is addressed to its recipient exclusively for their personal use. It may not be reproduced (in whole or in part), transmitted, modified, or used for any other purpose without the prior written permission of LOIM. This material contains the opinions of LOIM, as at the date of issue. Neither this document nor any copy thereof may be sent, taken into, or distributed in the United States of America, any of its territories or possessions or areas subject to its jurisdiction, or to or for the benefit of a United States Person. For this purpose, the term "United States Person" shall mean any citizen, national or resident of the United States of America, partnership organised or existing in any state, territory or possession of the United States of America, a corporation organized under the laws of the United States or of any state, territory or possession thereof, or any estate or trust that is subject to United States Federal income tax regardless of the source of its income. Source of the figures: Unless otherwise stated, figures are prepared by LOIM. Although certain information has been obtained from public sources believed to be reliable, without independent verification, we cannot guarantee its accuracy or the completeness of all information available from public sources. Views and opinions expressed are for informational purposes only and do not constitute a recommendation by LOIM to buy, sell or hold any security. Views and opinions are current as of the date of this presentation and may be subject to change. They should not be construed as investment advice. No part of this material may be (i) copied, photocopied or duplicated in any form, by any means, or (ii) distributed to any person that is not an employee, officer, director, or authorised agent of the recipient, without Lombard Odier Asset Management (Europe) Limited prior consent. In the United Kingdom, this material is a marketing material and has been approved by Lombard Odier Asset Management (Europe) Limited which is authorised and regulated by the FCA. ©2023 Lombard Odier IM. All rights reserved.
