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Lombard Odier

PRI reporting framework 2017

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You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (B) Implementation: Thematic

(B) Implementation: Thematic

LEI 09. Types of sustainability thematic funds/mandates

09.1. Indicate the type of sustainability thematic funds or mandates your organisation manages.

09.2. Describe your organisation’s processes for sustainability themed funds. [Optional]

Lombard Odier believes that demographics is one of the major explanatory factor that determine economic evolution over the long-term. Following this principle it has identified aeging population phenomenon as the most relevant demographic sustainable trend worldwide. Investors can invest in this theme through our equity fund called LOF Golden Age . This fund have required a specific expertise to identify relevant investment universes. Investment teams, SRI team and a thematic dedicated scientific advisory board (gathering high level academic, industry and finance backgrounded people) work together to define and update the thematic investment universes according to road maps and latest innovations.

Therefore, companies are elligible to the LOF Golden Age if they bring solutions to ageing population or give more comfort to our seniors. Financially this can be translated in having a significant share of their revenues or profits coming from customers age 55 or more what ever business they are in. "Healthcare" is obviously the most important sector involved in this theme, but others such as "leisure" and "household & personal products" can also be important.

The portfolio managers with the help of our financial analyst will then pick the most promising companies within the above defined investible universe and build a relevant risk diversified portfolio.

Fund managers have access to the ESG information produced by the SRI team and can take it into account when questionning the companies regarding their exposure to non-financial risks.

Moreover, Lombard Odier has developed since 2007 a partnership with Generation IM that manages our fund "LOF Generation Global". The fund focuses on long-term investment and integrate sustainability research within a rigorous fundamental equity analysis framework. It integrates economic, environemental, social and governance themes with broad industry trends, identifying potential investment candidates. After price assessment, it focuses on valuation, quality and conviction.


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