Lombard Odier and Systemiq announce strategic partnership with the creation of holistiQ Investment Partners

holistiQ’s mission is fully aligned with Lombard Odier’s ambition to participate in accelerating the global transition from a linear, economic model that is Wasteful, Idle, Lopsided and Dirty (WILD), to one that is Circular, Lean, Inclusive and Clean (CLIC^®) whilst mobilising capital to build a sustainable global economy.

holistiQ will meet this challenge by focussing on the transformation of four key economic systems: energy, land and oceans, materials, and pricing externalities such as carbon. By identifying opportunities in these sectors, we can scale the much-needed solutions that will enable this vital transition, as we work to secure long-term human and planetary health and avoid irreversible environmental change.

Complementary cross-disciplinary expertise on the road to net zero

Embedded within Lombard Odier Investment Managers, holistiQ will be co-managed by Jean-Pascal Porcherot, Managing Partner of Lombard Odier, and Taraneh Azad, Managing Partner of Systemiq, in parallel with their current roles. An advisory board is in place with both co-heads at the helm alongside Lombard Odier’s Senior Managing Partner, Hubert Keller, and Systemiq Co-Founder, Jeremy Oppenheim. This innovative structure will offer clients the opportunity to capitalise on new investment opportunities in the environmental transition, and generate sustainable returns.

To achieve its goal of deploying capital for a carbon-neutral economy, holistiQ will draw on detailed research and scientific forecasts on the impact of the economic transition across all sectors and geographies. As we transition to a sustainable and regenerative, nature-positive economy, 95% of our investment universe will be disrupted. By identifying the firms poised to drive this change, and those that will benefit from the transition, holistiQ will position portfolios to capture the new and shifting profit pools that will arise.

For Hubert Keller, Senior Managing Partner of Lombard Odier, “holistiQ illustrates Lombard Odier’s commitment to continuously developing cutting-edge investment solutions to meet [its] clients’ needs, and to serving them as a leading performance-oriented sustainable investor.”

The creation of the holistiQ platform thus represents a strategic development of paramount importance for Lombard Odier and fellow B Corp™ Systemiq. This unprecedented and unique partnership will exploit the distinct, yet interconnected, capabilities of both institutions, and will lead to entirely new, innovative solutions for sustainable investment that will advance the environmental transition on a global scale.

Discover the holistiQ Investment Partners platform: holistiQ Investment Partners

 *holistiQ is a trading name of the Lombard Odier Investment Managers group (“LOIM”) and is not a legal partnership or other separate legal entity. Any dealings in respect of holistiQ shall be carried out solely through LOIM regulated entities and their authorised officers.

This document is issued by Bank Lombard Odier & Co Ltd or an entity of the Group (hereinafter “Lombard Odier”). It is not intended for distribution, publication, or use in any jurisdiction where such distribution, publication, or use would be unlawful, nor is it aimed at any person or entity to whom it would be unlawful to address such a document. This document was not prepared by the Financial Research Department of Lombard Odier.

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