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Lombard Odier

PRI reporting framework 2020

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Confidence building measures

CM1 01. Assurance, verification, or review

01.1. Indicate whether the reported information you have provided for your PRI Transparency Report this year has undergone:

01.2. Additional information [OPTIONAL]

          
        

CM1 02. Assurance of last year`s PRI data

02.1. We undertook third party assurance on last year’s PRI Transparency Report

02.3. Additional information [OPTIONAL]

          
        

CM1 03. Other confidence building measures

03.1. We undertake confidence building measures that are unspecific to the data contained in our PRI Transparency Report:

03.2. Which scheme?

% of total AUM the scheme applies

03.5. Additional information [OPTIONAL]

          
        

CM1 04. Assurance of this year`s PRI data (Not Applicable)


CM1 05. External assurance

05.1. Provide details related to the third party assurance over selected responses from this year’s PRI Transparency Report and/or over data points from other sources that have subsequently been used in your PRI responses this year

What data has been assured

Relevant modules

Who has conducted the assurance

          B Corp
        

Assurance standard used

Specify

          BCorp
        

Level of assurance sought

Please provide:

Link to original data source (if public) [URL]

Attach a file


05.2. Additional information [OPTIONAL]

          Lombard Odier supplied information to B Lab (certifying body) in regards to: 
•	The percentage of Lombard Odier’s AUM invested in impact investments
•	The percentage of Lombard Odier’s AUM that constitutes ESG screened investments
•	The percentage of  AUM invested in negatively screened investments
•	The formal written process to review potential investments for ESG criteria discussed in an investment committee
•	Percentage of investments with a minimum bar in terms of ESG performance from a company in order to receive investment
•	Number of employees dedicated to ESG performance of investments
•	ESG investment policies
•	The extent Lombard Odier includes a client's ESG preferences for investments
•	The formal process to monitor ESG performance of portfolios
•	The frequency of review of ESG performance of portfolios
•	ESG based proxy voting policy
•	ESG reporting on portfolios
•	Transparency on proxy voting record and stewardship.
        

CM1 06. Assurance or internal audit (Not Applicable)


CM1 07. Internal verification

07.1. Indicate who has reviewed/verified internally the whole - or selected data of the - PRI Transparency Report . and if this applies to selected data please specify what data was reviewed

Who has conducted the verification

specify

          This report has been reviewed and approved by members of our Sustainability Steering Forum and our Corporate Sustainability Forum, as well as both heads of our dedicated sustainable investment teams, and relevant representatives from our investment, risk management and compliance teams.
        

07.2. Additional information [OPTIONAL]

          
        

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