Lombard Odier Private Equity Opportunities

    Lombard Odier Private Equity Opportunities

    Priviledged access to private assets through secondary and co-investment strategies

    LOPEO allows Swiss pension funds to achieve a well-diversified and accelerated exposure to private equity secondaries and co-investment strategies of approx. 15-20 secondary transactions (predominantly via Lombard Odier Secondary Fund III) and 20 co-investments (predominantly via LO Co-Investment Fund).


     Why invest in Lombard Odier Private Equity Opportunities? 

    Easy access to two types of private equity exposure (secondary and co-investment) offering a potentially attractive risk-return profile through niche market transactions. 

    An existing portfolio provides immediate exposure (at acquisition cost) from the initial capital call and a reduction in the J-curve. 

    Rapid capital deployment and risk reduction thanks to broad diversification from the outset. 

    • Long performance history since 2009 on the secondary strategy, with a net internal rate of return (IRR) above 20% 

    • Interesting balance between secondary investments in diversified funds and co-investments with costs significantly lower than those of traditional private equity funds. 

    • Investment foundation under Swiss law for Swiss pension funds, with independent governance, and interest aligned with investors. 


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    important information.


    This document is issued by Lombard Odier Asset Management (Switzerland) SA, a Swiss based management company, having its registered office at 6, av. des Morgines, 1213 Petit-Lancy, authorized and regulated by the Swiss Financial Market Supervisory Authority (FINMA).
    Lombard Odier Investment Managers (“LOIM”) is a trade name.
    Lombard Odier Private Equity Opportunities (hereinafter the Investment Group) is an investment group of Avadis Investment Foundation (the Foundation), a foundation governed by Swiss law within the meaning of Articles 80 et seq. of the Swiss Civil Code, whose purpose is the collective investment and joint management of the pension funds entrusted to it. The Units of the Foundation linked to the Investment Group (the “Units”) are reserved for Swiss employee benefits schemes registered in the register of occupational pension funds in accordance with Art. 48 of the Swiss Federal Law on Occupational Pension Funds (BVG) in conjunction with Art. 61 BVG.
    This document is not a recommendation to subscribe to and does not constitute an offer to sell or a solicitation or an offer to buy Units. Neither this document nor any part of it shall form the basis of, or be relied on in connection with the purchase or subscription of Units. Any such acquisition may only be made on the basis of the official documents of the Investment Group in their final form. The prospectus, the subscription form and the most recent annual and quarterly reports are the only official offering documents for the Units (the “Offering Documents”). They can be requested free of charge at the registered office of the Foundation or of the Manager. Private equity investment programs are speculative and involve significant risks. There can be no assurance that the investment objectives will be achieved or that there will be a return on capital. There is no guarantee that private equity markets or any specific private equity investment will outperform the public market; therefore, an investor may lose all or part of his initial investment. Indices are used for illustrative purposes only. Past or estimated performance is not necessarily indicative of future results and no assurance can be made that profits will be achieved or that substantial losses will not be incurred. This document has been prepared independently of specific or future investment objectives, a particular financial or tax situation or the specific needs of the recipient. It does not contain personalized recommendations and is not intended to substitute any professional advice on investments in financial products. Before making an investment in the Lombard Oder Private Equity Opportunities programme, an investor should carefully read the Offering Documents, and in particular the risk factors pertaining to a subscription of Units, consider the suitability of such investment 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 his/her personal use. It may not be reproduced (in whole or in part), modified, or used for any other purpose without the prior written permission of LOIM. It is not intended for distribution, publication, or use in any jurisdiction outside of Switzerland. The distribution of this document is authorized only under the conditions stipulated in applicable law. This document contains the opinions of LOIM, as at the date of issue. The information and analysis contained herein are based on sources believed to be reliable. However, LOIM does not guarantee the timeliness, accuracy, or completeness of the information contained in this document, nor does it accept any liability for any loss or damage resulting from its use. All information and opinions as well as the prices indicated may change without notice. The contents of this document are intended for Swiss employee benefits schemes. The latter confirm that they have the expertise, experience and knowledge of the subjects described in this document and the ability to make their own investment decisions and to understand the risks inherent in any investment of the type described in this document. If you are not a Swiss employee benefits scheme, you are kindly asked to either return this document to LOIM or to destroy it and are expressly warned that you must not rely upon its contents or have regard to any of the matters set out in this document and must not transmit this document to any other person.
    Sources: Unless otherwise stated, data is prepared by LOIM.
    Important information on benchmarks
    Any benchmarks/indices cited herein are provided for information purposes only. No benchmark/index is directly comparable to the investment objectives, strategy or universe of a private equity fund. The performance of a benchmark shall not be indicative of past or future performance of any private equity fund. It should not be assumed that the Investment Group will invest in any specific securities that comprise any index, nor should it be understood to mean that there is a correlation between the fund’s returns and any index returns.
    If the investments of the Investment Group are denominated in a currency other than that in which the majority of the investors’ assets are held, the investor should be aware that changes in rates of exchange may affect the value of the Foundations’ underlying assets. The portfolio risk management process includes an effort to monitor and manage risk, but does not imply low risk.
    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. LOIM does not provide accounting, tax or legal advice.
    No part of this document 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 (Switzerland) SA’s prior consent.
    ©2020 Lombard Odier IM. All rights reserved.