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.

 

source.

LOIM, 27 May 2021. Towards Sustainability’ quality standard (for sustainable financial products) and label were developed on the initiative of Febelfin. 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 ofits affiliates.  LOIM is not affiliated with Febelfin and has not paid a fee to this organization. 

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.
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. ©2021 Lombard Odier IM. All rights reserved

 

get in touch.

find out more about our sustainable investment strategies.

Please enter your firstname.

Please enter your lastname.

Please enter a valid email adress.

Please enter your Company Name.

Please enter a message.

Something happened, message not sent.