investment viewpoints

LOIM becomes a signatory to the UK Stewardship Code

LOIM becomes a signatory to the UK Stewardship Code

Lombard Odier Asset Management is part of the first cohort to be approved by the Financial Reporting Council (FRC) as signatories to the new, stricter, and outcomes-based UK Stewardship Code. This provides an independent confirmation to our commitment to high stewardship standards.

Stewardship represents a vital means of protecting and enhancing the long-term value of the assets entrusted to us by our clients, while also serving to achieve measurable impact beyond financial returns. It is through active ownership that we can support best-practice-aligned corporate governance structures, and help companies transition to sustainable business models.

Our stewardship approach focuses on addressing both systemic-level sustainability-related challenges, as well as those that are most financially material to a company’s sector and industry. We have created a framework that allows us to identify key sustainability challenges and risks, which is anchored our view of the transition from WILD to CLIC™. We believe that the transition from a WILD (Wasteful, Idle, Lopsided and Dirty) economy to a Circular, Lean, Inclusive and Clean (CLIC™) model is one of the most important drivers of future return and risk. The CLIC™ model is geared towards leveraging the vast value-creation opportunities that sustainability has to offer, and helps us identify suitable companies for inclusion in our strategies.

The CLIC™ economy is one that puts us on a pathway to a zero-emissions, zero-waste economy, with a footprint contained within our environment’s regenerative capacity, while still driving advances for our growing population. We use the Oxford Martin Principles for Climate-Conscious Investment as the guiding framework for our stewardship to ensure companies have understood and incorporated the required global path towards a net-zero economy in their strategy and practices. Since late 2020, alongside the launch of our Natural Capital strategy, we have also actively engaged on the issue of addressing natural capital and biodiversity factors in companies’ business models, for example by offering input in formulating their own strategy and communication in relation to natural capital.

Stewardship plays a vital role in informing the investment process and enhances the value of clients' assets. Visit our website to find out more and for a copy of our report to the Financial Reporting Council (FRC): Stewardship | Lombard Odier.

important information.

For professional investor use only
This document has been issued by Lombard Odier Funds (Europe) S.A. a Luxembourg based public limited company (SA), having its registered office at 291, route d’Arlon, 1150 Luxembourg, authorised and regulated by the CSSF as a Management Company within the meaning of EU Directive 2009/65/EC, as amended; and within the meaning of the EU Directive 2011/61/EU on Alternative Investment Fund Managers (AIFMD). The purpose of the Management Company is the creation, promotion, administration, management and the marketing of Luxembourg and foreign UCITS, alternative investment funds ("AIFs") and other regulated funds, collective investment vehicles or other investment vehicles, as well as the offering of portfolio management and investment advisory services.
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 personalized 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 organized 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 Funds (Europe) S.A prior consent. In Luxembourg, this material is a marketing material and has been approved by Lombard Odier Funds (Europe) S.A. which is authorized and regulated by the CSSF.
©2021 Lombard Odier IM. All rights reserved.