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Lombard Odier

PRI reporting framework 2017

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Implementation not in other modules

SG 12. ESG issues in strategic asset allocation

New selection options have been added to this indicator. Please review your prefilled responses carefully.

12.1. Indicate if your organisation executes scenario analysis and/or modelling in which the risk profile of future ESG trends at portfolio level is calculated.

12.2. Indicate if your organisation considers ESG issues in strategic asset allocation and/or allocation of assets between sectors or geographic markets.

12.3. Additional information. [OPTIONAL]


SG 13. Long term investment risks and opportunity (Private)


SG 14. Allocation of assets to environmental and social themed areas (Private)


SG 15. ESG issues for internally managed assets not reported in framework

15.1. Describe how you address ESG issues for internally managed assets for which a specific PRI asset class module has yet to be developed or for which you are not required to report because your assets are below the minimum threshold.

Asset Class

Describe what processes are in place and the outputs or outcomes achieved

Commodities

Lombard Odier has developed a specific exclusion policy on « essential food commodities ». It has decided to permanently exclude all instruments (futures, options, swaps, indices, exchange-traded funds) that invest significantly in wheat, rice, corn and soybeans.

Inclusive finance

To be developed

Other (1) [as defined in Organisational Overview module]

Convertible bonds: our ESG analysis process is based on companies ESG performance. For convertible bonds, we link the ESG assessment to the ultimate benificiary of the money invested.

Other (2) [as defined in Organisational Overview module]

Other: all our asset under management are concerned by our two group exclusion policies: controversial weapons and essential food speculation.

15.2. Additional information [Optional].

Hedge funds: is concerned by our two exclusion policies: controversial weapons ban and "essential food commodities" exclusion


SG 16. ESG issues for externally managed assets not reported in framework (Not Applicable)


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