Introducing our new Investment Manager, Lombard Odier!

We are delighted to announce that Wiltshire Pension Fund have selected Lombard Odier's Planetary Transition strategy to fulfil the listed equities allocation of the innovative Climate Opportunities (Clops) portfolio. 

The key goal for this portfolio is to make sure that we don't miss out on the opportunities presented by the transition, with a dual aim of competitive financial returns and positive environmental impact.

This mandate will help us drive the transition by directly investing in solutions, thereby reducing the risk that as a World we end up in an unmanageable warming scenario, which would itself be financial damaging for the Fund, as indicated by the climate scenario modelling.

Ritesh Bamania, Head of UK Institutional Clients and Global Consultant Relations at Lombard Odier Investment Managers: 

We are delighted to be working together with the Wiltshire Pension Fund team. Both Wiltshire and Lombard Odier share the conviction that sustainability can help identify strong investment opportunities. This is another great endorsement of our Planetary Transition Fund in the UK institutional market that seeks to deliver compelling active returns by selecting companies that will benefit as the net zero transition unfolds in areas such as climate and nature.

The fund has allocated £75m to the Clops portfolio which has a dual mandate to deliver competitive market returns, by investing in assets which also deliver measurable positive environmental impact.

Listed equities represents 20% of the Clops portfolio and will enable investment into companies who are leading the way as part of the transition.

*Text from image: 12, Positive Impact.

We believe that Lombard Odier's Planetary Transition strategy is a great fit for the portfolio, aligning well to the funds' investment philosophy. Lombard Odier's use of planetary boundaries, system roadmaps and deep investment research will ensure Wiltshire Pension Fund are invested in companies that are delivering change as part of the global transition, and providing sustainable investment returns to meet our portfolio return target. 

During the recent Transition Investment Summit Event held by Lombard Odier, our Head of Fund Jennifer Devine was delighted to have the opportuntiy to speak about our approach to responsible investment. Watch the video below to find out more! 

Building portfolio resilience while investing sustainably

*If the above video doesnt load, please visit: Building portfolio resilience while investing sustainably (youtube.com)