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Lombard Odier

PRI reporting framework 2017

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You are in Direct - Inclusive Finance » PIIF Principle 6: Balanced returns

PIIF Principle 6: Balanced returns

IFD 28. How social performance of investees affects decision making and portfolio management

Possible action:

Strive for a balanced long-term social and financial risk-adjusted return that recognises the interests of clients, retail providers and investors.

28.1. Indicate if the social performance of investees affects your:

Investment decision making

28.2. Explain how social performance of investees affects investment decision making.

Our objective is to maximise the social performance of our portfolio. Poor performers in terms of social dimension will therefore not be invested.

Portfolio management

28.3. Explain how social performance of investees affects portfolio management.

We monitor social performance on a yearly basis. If investees are underperforming from the social impact standpoint, their allocation in the portfolio will be reduced and if they do not improve, they will ultimately be removed from the portfolio.

28.4. Additional information. [Optional]


IFD 29. Staff incentives linked to social performance measures (Private)


IFD 30. Collecting data regarding social outcomes of investees work (Private)


IFD 31. Incentivise investees to track social performance (Private)


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