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Lombard Odier

PRI reporting framework 2017

Export Public Responses

You are in Strategy and Governance » Implementation not in other modules

Implementation not in other modules

SG 12. ESG issues in strategic asset allocation

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12.1. ポートフォリオレベルで将来のESGトレンドのリスクプロファイルを計算するシナリオ分析やモデリングを組織が実施しているかどうかについて明示してください。

12.2. 組織が戦略的な資産配分やセクターまたは地理的な市場間での資産の配分においてESG問題を考慮しているかどうかを記載してください。

12.3. 補足情報。 [任意]

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. 組織内で運用される資産のうち、特定のPRI資産クラスモジュールがまだ開発されていない、または資産が最小基準値を下回るために報告する必要がない資産のESG問題への対処方法を説明してください。




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.


To be developed

その他 (1) [OO 05から抽出]

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.

その他 (2) [OO 05から抽出]

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

15.2. 補足情報。

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)