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Lombard Odier

PRI reporting framework 2017

You are in Indirect - Inclusive Finance » Contractual agreements and mandate design

Contractual agreements and mandate design

IFI 03. Including issues referred to in the PIIF

03.1. 運用会社と契約を締結したり、マンデートを設計するプロセスにおいて、PIIFにおいて言及されている以下の問題を含めることを考慮しているかどうかを明示してください。



We verify that the external inclusive finance fund managers we work with do select their investees according to their capacity to develop innovative products tailored to the needs of low income clients, to improve their saving habits and allow them to access capital for productive purposes. We also check that  they favor investees that expand their activities in rural and poor areas, and towards more vulnerable populations (women empowerment for instance).



We systematically audit the social impact management of our inclusive finance partners. In that respect, we look at their capacity to select investees that follow the Client Protection Principles.



We ascertain that our inclusive finance partners treat their investees fairly and keep the interest of the end client in mind when resolving disputes. We believe that looking at constructive solutions is in the best interest of every counterparties.



We only select inclusive finance funds that integrate and monitor ESG issues.



We promote transparency and encourage our inclusive finance partners to make sure that their investees adequately disclose pricing and conditions to their end clients.



We favor long term investors who manage both their social and financial returns in a sustainable way and that seek harmonized development for all of their stakeholders (clients, employees, shareholders).



We are managing a fund of funds to support the further growth of development and inclusive finance. Lombard Odier is also a founding member and member of the investor council of the Global Impact Investing Network.

03.2. 補足情報。 [任意]

These considerations are part of our due diligence and appraisal when selecting external funds in our list of recommandation.