Lombard Odier

Lombard Odier's investment approach centers around navigating and capitalizing on fundamental system changes reshaping the global economy. These changes are driven by interconnected challenges like climate change, biodiversity loss, social inequality, and digital disruption. The firm believes that the transition to alternative economic models, particularly in energy, industrial, and health/consumer systems, presents significant investment opportunities. Digital technology is viewed as a key enabler, catalyzing innovation across these systems. Lombard Odier emphasizes the importance of robust, science-based methodologies for investors to assess companies' alignment with these transitions and identify disruptive technologies early on. They aim to accelerate system changes by developing new assessment tools and fostering collaboration to create a net-zero, nature-positive, socially constructive, and digitally-enabled economy. Their investment philosophy, "Rethink Everything®," drives their approach to wealth and asset management. It emphasizes a continuous re-evaluation of the world to provide clients with fresh investment perspectives. Lombard Odier’s focus extends beyond short-term shareholder interests, prioritizing the long-term interests of their clients. The firm is focused on sustainable investing as evidenced by their 1Roof headquarters and partnerships with institutions like the University of Oxford. Their financial reports reflect a conservative approach, prioritizing a strong balance sheet and long-term stability. Lombard Odier focuses on building lasting client partnerships grounded in expertise, trust, and care. Instead of offering industrialized solutions, they prioritize personalized relationships and provide wealth and asset management services. Innovation is a core value, promoting creativity and boldness in their entrepreneurial vision and investment decisions. Their commitment to sustainability is reflected in their investments and operations. Lombard Odier invests in companies and initiatives that contribute to a more sustainable and equitable world. Their sustainable headquarters in Geneva, 1Roof, embodies their values and supports their mission to rethink everything. They partner with organizations that share their commitment to sustainability and work together to create a more sustainable future.

Energy systems decarbonization, electrification, resource efficiency in industrial systems, bioeconomy for renewable material inputs, affordable/accessible products/services in health/consumer systems, digital technology as a cross-enabler

Core thematic spaces, technologies, and target market segments of interest.