Lombard Odier Investment Managers | Asset Management

3 years of LOIM Climate Transition
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investment viewpoints Asset Managment Institutional Consultants DB DC Insurance Official institutions Investment strategies Equities Sustainable Climate Transition Themes Sustainability Climate change Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers

3 years of LOIM Climate Transition

It has been three years since the launch of our climate transition strategy, and we are moving towards an enlarged opportunity set.

Should we resist the temptation to carry?
investment viewpoints Asset Managment
investment viewpoints Asset Managment Investment strategies DC DB Banks Wholesale Official institutions Third party asset managers Geronne Independants Institutional Consultants Insurance Fund of funds Endowments Multi-asset All roads

Should we resist the temptation to carry?

We analyse the choice investors are currently faced with, between volatile asset prices and tempting carry strategies.

Finding the value in high-carbon sectors
investment viewpoints Institutional
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Finding the value in high-carbon sectors

Our portfolios leverage an in-house methodology to gauge alignment to the climate transition. Backtesting a hypothetical portfolio showed encouraging results.

Can UK pension funds improve de-risking by rethinking growth?
investment viewpoints Asset Managment
investment viewpoints Asset Managment Institutional Consultants DB DC Insurance Official institutions Investment strategies Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers Multi-asset All roads

Can UK pension funds improve de-risking by rethinking growth?

Last year proved how rough the road to de-risking can be for UK pension schemes. Can allocating to diversified, resilient and liquid sources growth help smooth the journey?

we are adapting portfolios to the environmental transition and creating novel strategies centred on nature-positive and climate-aligned goals