Sustainable Finance in practice

The Lombard Odier Case - From WILD to CLIC

Marie Owens, Head of Global Trends and Sustainability at Lombard Odier, will explain the bank's ESG policy, its application in practice and how its impact is measured.

Lombard Odier is a Swiss private bank

• Product offering centered on listed and public assets: bonds, equities, and funds, while having a more limited offering in private equity, debt, and real estate. 
   
• It introduced ESG into the investment process during 1997 and progressively improved its ESG scoring methodology by weighing the various factors included in the process in terms of their material impact on the sector and firm in question. 
   
• Lombard Odier now goes beyond ESG and develops new and forward-looking indicators. This work underpins the development of the current investment solutions offering,  including the Climate Transition Bond Fund and the Natural Capital Fund, which allow investors to deploy their assets and be part of the effort to “green” finance

Marie Owens Thomsen, Head of Global Trends and Sustainability

• Joined recently from Indosuez Wealth Management where she was Global Head of Investment Intelligence.
• Prior experience with investment banks, notably as Chief Economist (France) with Merrill Lynch in Paris and as Chief Economist (proprietary trading) with HSBC in London.
• Marie was born in the US, grew up in Sweden, and is also a UK and Swiss national.
• PhD in International Economics from the Graduate Institute in Geneva, and MBA from the University of Gothenburg, Sweden

Online Zoom session: https://zoom.us/j/96528139386