risks.

The following risks may be materially relevant but may not always be adequately captured by the summary risk indicator and may cause additional loss: Concentration risk, Emerging market risk and Active management risk. Sustainability risks may lead to a significant deterioration in the financial profile, profitability or reputation of an underlying investment and may therefore have a significant impact on its market price or liquidity. The environmental, social, and governance (“ESG”) considerations discussed herein may affect an investment team’s decision to invest in certain companies or industries from time to time. Results may differ from portfolios that do not apply similar ESG considerations to their investment process.

Planetary transition

the defining mega trend of the 21st century 


The global economy is transitioning to a model that leverages the vast value-creation potential of sustainability. This shift to what we believe will be a ‘CLIC®’ economy that is Circular, Lean, Inclusive and Clean will change industries, disrupt profit pools and impact all investors.

Please note before 1 May 2023, the fund was previously named LO Funds – Climate Transition.

Source: LOIM Research projections.

Introducing LO Funds – Planetary Transition

the market opportunity.

It’s being driven by the transformation of three major systems and the pricing of externalities, offering opportunities to capture green alpha.Within these system changes, will see major disruptions across industries in the years to come. We believe businesses that are responding to existential challenges across energy, land and oceans, materials and carbon could thrive.

Source: LOIM Research, June 2023

1 We refer to “Green Alpha” where companies are likely to perform better financially in an environmentally-aligned scenario, compared to consensus. To assess green alpha, we assess market tipping points linked to emerging regulation, cost-down curves, and the pricing in of environmental externalities. Based on this analysis, we aim to describe, quantitatively or qualitatively, total addressable market (TAM) potential. Where companies are exposed to TAMs that are likely materially in excess of market consensus, we consider such companies to be exposed to green alpha. Although we believe there are investable opportunities related to these transitions, there can therefore be no guarantee of excess performance.

our strategy.

With the economy being rewired, Planetary Transition is our multi-themed sustainable global equity strategy. We invest in companies that are accelerating transitions across our Planetary Boundaries. This is a high conviction portfolio of companies that, in our view, will benefit from new growth avenues and enhanced profitability.

With a broad-based exposure driven by bottom-up stock selection, LOIM Planetary Transition showcases our best sustainability stock ideas from a carefully researched universe.

Our investment philosophy is focussed – we deploy our investment roadmaps leading us to sustainable stock ideas, as we seek to pinpoint those companies with the potential to offer investors excess economic returns.

 

case studies.

why us?

investment process.

investment team.

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Didier Rabattu
Co-Lead PM,
Equity CIO

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Alina Donets
Lead PM Circular Economy,
Lead PM Biodiversity

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Pascal Menges
Head of Macro & Investment
Process

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Paul UDALL
Co-Lead PM,
Planetary Transition

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Conor Walsh
Co-PM Circular Economy,
Lead PM New Food Systems
Peter Burke-Smith
Co-PM
Planetary transition
Thuy-Mai Nguyen
Macro & Investment Process

 

portfolio characteristics.

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insights.

Clear all
What if the Inflation Reduction Act were repealed?
investment viewpoints Planetary Transition
investment viewpoints Planetary Transition Sustainable Equities

What if the Inflation Reduction Act were repealed?

USD 670 billion or USD 130 bn? We assess the potential impacts of the US Presidential election on federal energy-transition funding. 

Sustainability watch: loss and damage fund, offshore wind, and cleantech
investment viewpoints Institutional
investment viewpoints Institutional Sustainability Wholesale Planetary Transition

Sustainability watch: loss and damage fund, offshore wind, and cleantech

A selection of stories from December that reflect the fast-moving pace of the sustainability transition.

COP28: delivering on food, nature and energy
investment viewpoints Institutional
investment viewpoints Institutional Planetary Transition Sustainable Circular Economy Future Electrification New Food Systems TNZ equities

COP28: delivering on food, nature and energy

Our key takeaways from COP28 include significant agreements on nature, food and energy systems, plus insights from Lombard Odier’s re-NATURE hub.

Sustainability shortfall: cyclical or structural?
investment viewpoints Institutional
investment viewpoints Institutional Planetary Transition

Sustainability shortfall: cyclical or structural?

The performance of sustainability stocks in 2023 does not reflect the market’s judgement on the transition, in our view. On the contrary, we believe it is largely linked to cyclical factors.

Transition investing for today’s economic revolution
investment viewpoints Asset Management
investment viewpoints Asset Management Investment strategies DC DB Banks Wholesale Official institutions Third party asset managers Geronne Independants Institutional Consultants Insurance Fund of funds Endowments Equities Circular Economy Future Electrification Planetary Transition New Food Systems

Transition investing for today’s economic revolution

Energy, land and oceans, and materials systems are being revolutionised, bringing sustainable solutions to mass markets. Forward-thinking investors should assess the potential opportunities.

Which companies are prepared for the environmental transition?
investment viewpoints Institutional
investment viewpoints Institutional Planetary Transition Wholesale

Which companies are prepared for the environmental transition?

The transformation of three global systems – energy, land and oceans, and materials – is creating opportunities for our Planetary Transition strategy.

3 years of LOIM Climate Transition
investment viewpoints Asset Management
investment viewpoints Asset Management Institutional Consultants DB DC Insurance Official institutions Investment strategies Equities Sustainable Planetary 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.

Net zero will reorganise value chains
LOIM tube Asset Management
LOIM tube Asset Management Institutional Consultants DB DC Insurance Official institutions Investment strategies Equities Sustainable Planetary Transition Themes Sustainability Climate change Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers

‘Net zero will reorganise value chains’: Höhne-Sparborth joins Hymans Roberston podcast

Podcast

Net zero represents a crucial long-term investment theme. How can investors reduce their exposure to climate risk while targeting growth opportunities?

important information.

Lombard Odier Funds (hereinafter the “Fund”) is a Luxembourg investment company with variable capital (SICAV). The Fund is authorised and regulated by the Luxembourg Supervisory Authority of the Financial Sector (CSSF) as an Undertaking for Collective Investments in Transferable Securities UCITS under Part I of the Luxembourg law of the 17 December 2010 implementing the European directive 2009/65/EC, as amended (“UCITS Directive”). This marketing document particularly relates to Climate Transition, a Sub-Fund of LO-Funds (hereinafter the “Sub-Fund”). The Management Company of the Fund is Lombard Odier Funds (Europe) S.A. 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