Our place within the European SFDR

    The European SFDR regulation (Sustainable Finance Disclosure Regulation) came into effect In March 2021. This regulation stipulates that asset managers must communicate on the level of integration of sustainability into their investment strategies. They must also classify the funds according to the level of integration and the objectives sought.

    Lombard Odier has a long-distinguished history in sustainable investing, as one of the early signatories of the UN PRI (with an A+ rating in strategy and governance) and the first global asset and wealth manager to be awarded B-Corp certification. Furthermore, Lombard Odier Investment Managers has for the past 20 years applied its proprietary ESG framework and developed innovative solutions to sustainable investing.

    Indeed, at Lombard Odier we see sustainability as one of the key drivers of future risks and returns. The economy is being driven by powerful market forces towards a new model, one that is CLIC™: Circular, Lean, Inclusive and Clean. We are convinced that one of the most important economy-wide themes of this change is the transition to a low-carbon and climate-resilient economy, which is captured in the theme of Clean.

    We therefore offer a wide range of sustainable strategies, with a focus on Climate Bonds, Climate Transition and Natural Capital plus a growing TargetNetZero range of strategies investing in the shift to a decarbonised economy.

    You will find below the classification of our strategies according to articles 8 and 9 of the SFDR regulations.





       Blue text denotes Towards Sustainability labelled funds. 



    LOIM, as at 31 January 2022. The Towards Sustainability Quality Standards (for sustainable financial products) and labels were developed by the Central Labelling Agency. This award should not be construed as an endorsement of the Investment Manager, the Fund or any other private fund or pool advised by the investment manager or any of its affiliates.  

    Important information.

    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.
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