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Lombard Odier

PRI reporting framework 2020

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Asset class implementation not reported in other modules

SG 16. ESG issues for internally managed assets not reported in framework

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

Private equity

Lombard Odier is only active in the Private Equity space through fund selection and not through direct investments. The process of ESG incorporation is therefore described in the module SAM.

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

Our objective is to maximise both the social impact and the financial returns, hence demonstrating there is no trade-off between the two dimensions. We measure and report on our impact on a yearly basis, with the objective to improve year after year. 

Money market instruments

Lombard Odier supports and promotes the use of ESG criteria (Environmental, Social, Governance) as a key part of its sustainability philosophy. We have been integrating these criteria into our investment decision making for more than 20 years and have developed our own proprietary models to ensure we are able to benefit from the most robust and decision-relevant information possible. In turn, this allows us to better understand how companies are positioned with regard to the sustainability issues that are most material to their long-term performance, and to identify those that are achieving measurable results on the journey towards greater sustainability.

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

Lombard Odier supports and promotes the use of ESG criteria (Environmental, Social, Governance) as a key part of its sustainability philosophy. We have been integrating these criteria into our investment decision making for more than 20 years and have developed our own proprietary models to ensure we are able to benefit from the most robust and decision-relevant information possible. In turn, this allows us to better understand how companies are positioned with regard to the sustainability issues that are most material to their long-term performance, and to identify those that are achieving measurable results on the journey towards greater sustainability.

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

Lombard Odier supports and promotes the use of ESG criteria (Environmental, Social, Governance) as a key part of its sustainability philosophy. We have been integrating these criteria into our investment decision making for more than 20 years and have developed our own proprietary models to ensure we are able to benefit from the most robust and decision-relevant information possible. In turn, this allows us to better understand how companies are positioned with regard to the sustainability issues that are most material to their long-term performance, and to identify those that are achieving measurable results on the journey towards greater sustainability.

16.2. Additional information [Optional].


SG 17. ESG issues for externally managed assets not reported in framework

17.1. Describe how you address ESG issues for externally 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

Property

For property funds, we look at how the manager is incorporating ESG through a thorough examination of its documentation, through a questionnaire that was initiated in 2019 and will be sent annually to the portfolio manager, and discussions we have with the open architecture specialist following the fund manager.

17.2. Additional information.


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