Lombard Odier Investment Managers (LOIM) is our asset management business. At LOIM, we have a single goal: to deliver exceptional investment solutions that enable our clients to meet their long-term needs and flourish in an ever-changing world.
We have 150 investment professionals managing EUR 58 billion1 in specialised strategies across the equity, fixed-income, multi-asset, convertible bond and alternative asset classes. We continually rethink everything to develop novel, pioneering investment strategies. We serve an expanding range of institutional and wholesale clients worldwide through 13 offices in Asia, Europe and North America.
sustainability: the CLICTM transition.
At Lombard Odier, sustainability is a core conviction that we express through the CLICTM revolution: our exclusive, proprietary sustainability framework. We believe we are at the start of a profound shift to a CLICTM economy - one that is Circular, Lean, Inclusive and Clean. For investors with the vision to adapt, the CLICTM economy will deliver new sources of alpha and opportunities to avoid novel risks.
our expertise: six core themes
As rethinkers of investments, six core themes govern the evolution of our business:
1. The urgent need to transition to a CLICTM economy
Powered by a positive feedback loop of market and economic forces, the CLIC™ economic transition is now one of the most crucial drivers of future risks and returns.
Strategies:
Natural Capital | Climate Transition | TargetNetZero Equity | TargetNet Zero Fixed Income | TerreNeuve | Climate Bond
2. Outsized growth potential exists, aligned with changing global trends
Digitisation, ageing populations and shifting global consumer preferences are just a few of the growth trends that are emerging across asset classes and regions.
Strategies:
Word Brands | Golden Age | FinTech
3. Established markets offer hidden opportunities
Even in established markets that enjoy comprehensive coverage from asset managers and analysts, seasoned, specialist investors can still find value.
Strategies:
European Equities | Swiss Equities | Swiss Fixed Income
4. The rise of the Asian powerhouse creates compelling opportunities
As capital growth has become scarcer, China, India and other quickly emerging nations offer fertile, diverse opportunities as they ascend the value chain.
Strategies:
Asia Credit | Asia High Conviction Equities | China High Conviction Equities
5. The requirement for income will persist
With extraordinary fiscal interventions likely to continue suppressing global growth and interest rates, appetites for pioneering income solutions will remain high.
Strategies:
Crossover Credit | Asia Credit | Private Assets
6. Asymmetric solutions provide shelter and opportunity in uncertain times
Polarised geopolitics, risks to supply chains and a reduction in globalisation suggest a rise in volatility. In such a context, strategies that seek asymmetric returns can deliver shelter.
Strategies:
All Roads | Convertible Bonds | 1798 Alternatives
Find out more about our investment solutions.
strong foundations.
Our Group is resilient. Lombard Odier has an AA- score from Fitch Ratings and a Tier 1 ratio of 29.7%, making it one of the best-capitalised banks globally2. Established over 220 years ago, we have weathered 40 financial crises and grown stronger as a result. And we have done so by continually revaluating and rethinking our dynamic world.
1 Source: LOIM. AUM as at 31 December 2020.
2 Fitch Ratings and CET1 fully loaded Basel III capital ratio figures are correct as at 31 December 2020.
