Lombard Odier Asset manager

Profiel

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Naam
Lombard Odier

Lombard Odier Investment Managers is the asset management business of the Lombard Odier Group, which has been wholly owned and funded by its partners since its establishment in 1796. Lombard Odier Investment Managers is the asset management business of the Lombard Odier Group, which has been wholly owned and funded by its partners since its establishment in 1796. 


Our independent structure and our partners’ involvement in the day-to-day management of the firm allows us to focus entirely on our clients’ needs, fostering trust and alignment of interest. Throughout our history, we have been rethinking the old and embracing the new in our efforts to help our clients achieve their objectives in a changing world. 


We provide a range of investment solutions to a group of clients that are all long-term oriented in their many and diverse ways. Our heritage, and our combination of the best of conservatism and innovation, keeps us well-positioned to create lasting value for our clients. Our investment capabilities span Fixed Income, Convertible Bonds, Equities, Multi-Asset and Alternatives.


Sustainability is absolutely central to our investment philosophy; we believe it is the founding principle of economic outcomes, and will drive investment returns over the long term. 


With more than 140 investment professionals, we are a global business with a network of 13 offices across Europe, Asia and North America and have assets under management of 52 billion CHF (as at 30 September 2019).


Research & content

Publicatiedatum 18-12-2020

Assetklasse

LOIM's New Office | Joined forces in the Netherlands | As of January 1st 2021

Met trots informeren wij u dat LOIM per 1 januari 2021 haar krachten bundelt in Nederland en wij op deze datum een nieuw kantoor openen in Rotterdam.
Dit betekent dat de huidige kantoorlocaties op de Zuidas in Amsterdam en Weena in Rotterdam per diezelfde datum zullen fuseren. Het Fintech portfolio management team dat in februari van dit jaar overstapte naar Lombard Odier Investment Managers zal vanaf 1 januari 2021 het kantoor delen met het Benelux/Nordics Salesteam.

Ons nieuwe adres wordt:
Lombard Odier Funds (Europe) SA – Dutch Branch
Parklaan 26 – 3e etage
3016 BC ROTTERDAM
Mocht u nog vragen of opmerkingen hebben dan kunt u met één van ons contact opnemen.
Met vriendelijke groet,
Lombard Odier Investment Managers

Producten en Oplossingen

(Integraal) Risicomanagement
Aandelen
Aandelen opkomende markten
Advisory/sub-advisory
ALM/strategisch advies
Andere
Assetallocatie (SAA/TAA/GTAA)
Bedrijfsobligaties
Beleggingsfondsen
Bitcoin / crypto-assets
Custody
Derivaten
Discretionaire mandaten
Duurzaam beleggen / ESG
ETFS
Fiduciair beheer, (deels) intern beheerd
Fiduciair beheer, uitsluitend extern beheerd
Gestructureerde producten
Grondstoffen
Hedgefondsen
High yield
Hypotheken
Impact beleggen
Infrastructuur & Vastgoed
LDI
Multi-asset mandaten
Obligaties opkomende markten
Private debt
Private Equity
Research
Securities lending
Staatsobligaties
Valuta
(Integraal) Risicomanagement
Aandelen
Aandelen opkomende markten
Advisory/sub-advisory
ALM/strategisch advies
Andere
Assetallocatie (SAA/TAA/GTAA)
Bedrijfsobligaties
Beleggingsfondsen
Bitcoin / crypto-assets
Custody
Derivaten
Discretionaire mandaten
Duurzaam beleggen / ESG
ETFS
Fiduciair beheer, (deels) intern beheerd
Fiduciair beheer, uitsluitend extern beheerd
Gestructureerde producten
Grondstoffen
Hedgefondsen
High yield
Hypotheken
Impact beleggen
Infrastructuur & Vastgoed
LDI
Multi-asset mandaten
Obligaties opkomende markten
Private debt
Private Equity
Research
Securities lending
Staatsobligaties
Valuta

Vermogen onder beheer







Klanten

Beleggingsovertuigingen

We want to create investment solutions that meet the needs of our clients effectively and efficiently.We want to create investment solutions that meet the needs of our clients effectively and efficiently.

Successfully exploiting the investment opportunities created by market dislocations requires skill and experience. At LOIM, we believe that to achieve this consistently over the long term also requires independent thinking and a specialist approach. For us, this specialist approach involves focusing on those investment strategies where we believe that we can add real value for our clients. To support this approach, we have a multi-boutique investment team structure, which enables individual investment teams to specialise and leverage their skills. We believe this differentiated management structure, well positions us to respond to the changing and increasingly challenging investment environment.

Marktvisie

From a macroeconomic perspective, we see a potential catch-22 situation arising as policy, economic and political dilemmas loop between each other. This could create a more complicated investment landscape for investors to assess.From a macroeconomic perspective, we see a potential catch-22 situation arising as policy, economic and political dilemmas loop between each other. This could create a more complicated investment landscape for investors to assess.

Our base case assumes a shallow trajectory of global growth in 2020. We do not see a V-shaped recovery in global business investment (capex), despite the likely confirmation of a phase 1 trade deal between the US and China. Risks could emanate from a moderate recession and a potential hard landing over the coming 12 months, but we believe that the likelihood of such risks has fallen lately.

Political risk from elections is a key theme. The US presidential race is likely to tighten as 2020 unfolds, thereby shaping up to be a major risk for US assets. In the UK, a Brexit deal is likely to pass in January, but another cliff edge Brexit scenario could approach in a year, in our view.

This backdrop creates an environment where real rates are expected to remain low and the European Central Bank delivers potential further easing. We foresee the search for yield strengthening as a major structural theme because meaningful fiscal easing remains elusive, especially in Europe.

We maintain our core conviction that sustainability will be the most significant driver of returns. The transition to a sustainable economic model is already firmly under way, and we expect the transition to accelerate to the point where it fundamentally changes our investment universe.

See here for our latest market outlook: https://am.lombardodier.com/contents/news/global-perspectives/2019/november/global-outlook-catch-2020.html.

Performancemeting

Intern
Extern
GIPS
Andere
Intern
Extern
GIPS
Andere