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Lombard Odier

PRI reporting framework 2020

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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 without compromising returns. Poor performers in terms of the social impact dimension will therefore not be included in our investment selection.

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.

We look at indicators such as average amount of loans, target of investments (% of women, % rurals….) on direct investments in MFIs. We also receive the social ratings from our advisor, Symbiotics, on our individual MFIs. If social performance based on those indicators are worsening, we can eventually reduce or remove the investment of our portfolios.

28.4. Additional information. [Optional]

This information is reflective of our microfinance activities.


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


IFD 30. Collecting data regarding social outcomes of investees work

Possible action:

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

30.1. Indicate if you collect data regarding the social outcomes of your investees’ work.

30.2. Additional information.

This data is provided by the MIIs we work with. In the case of MFIs, this data would be provided by our advisor, Symbiotic.

This information is reflective of our microfinance activities.


IFD 31. Incentivise investees to track social performance

Possible action:

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

31.1. Indicate if you incentivise investees to track social performance.

31.3. Additional information.

This information is reflective of our microfinance activities.


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