Sorelle Ngatchou published Lombard Odier Investment Managers (LOIM) in Organizations 2023-12-18 12:56:45 -0500
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. We believe that the next economic revolution has already begun and that sustainability could be a major driver of returns for the foreseeable future and beyond. For those with the skills to adapt to this new reality, sustainability is expected to create new sources of alpha, open up new investment opportunities and lead to enhanced return and reduced portfolio
Our 50+ person team of sustainability experts combine sophisticated data sources, academic rigour and technical innovation to create leading-edge,
science-based tools that provide unique insights that are available to all our investment professionals. These unique insights are reflected directly in our growing range of dedicated sustainable investment strategies that are aligned to this core belief - That our economic model must move from being Wasteful, Idle, Lopsided and Dirty to become Circular, Lean, Inclusive and Clean. We call this
The CLIC® Economy. With 150 investment professionals, we are a global business with a network of 13 offices across Europe, Asia and North America and assets under management of USD 69 billion (as of November 2023).
Sustainable Private Credit | Lombard Odier and the Community
Solar whitepaper provided.
- Sustainable Private Credit | Lombard Odier and the Community
GIVING For a Just Society
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Higher education institutions hold significant power to drive systemic change.
Your donation helps us provide educational opportunities and resources to endowment decision-makers to invest for climate and social justice.
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IEN and Second Nature Team at the 2023 Summit
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Your contribution will help us retain and attract top talent, enabling us to maintain the high expertise required to drive our mission forward.
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Sorelle Ngatchou published Nation’s Largest 4-year Public University System Joins Intentional Endowment Network Membership in Blog 2023-11-28 10:06:15 -0500
All 23 universities in the California State University system to engage and learn alongside peer institutions to further sustainable investing and promote equity in finance.Read more
When: October 17th
Real assets have been significantly exposed to global issues over the last year. Fires, floods, heat waves, and post-COVID economic shocks have all taken a toll. These, combined with energy security concerns and pockets of political grandstanding, present investors and managers with a complex set of sustainability issues and opportunities.
What does this all mean for you and your sustainability-related efforts? Join us as we dive into the important topics of the day:
- Our annual update on the state of real asset sustainability and ESG
- The evolution of GRESB and a response to a complex ESG landscape
- Top development priorities of the GRESB Foundation and the GRESB Standards
- This year’s benchmark results, at a global and regional level
- Achievements and leaders across the GRESB community
Sorelle Ngatchou published Eight Historically Black Institutions Join the Intentional Endowments Network Membership in Blog 2023-09-18 16:59:21 -0400
Atlanta University Center Consortium, Dillard University, Florida Memorial University, Howard University, Johnson C Smith University, Lincoln University, Talladega College and UNCF to engage and learn alongside peer institutions to further sustainable investing and champion justice, equity, diversity, and inclusion in finance.Read more
Sorelle Ngatchou published Eight Historically Black Institutions Join IEN in IEN Press Releases 2023-09-18 16:00:05 -0400
Eight Historically Black Institutions Join the Intentional Endowments Network Membership
Atlanta University Center Consortium, Dillard University, Florida Memorial University, Howard University, Johnson C Smith University, Lincoln University, Talladega College and UNCF to engage and learn alongside peer institutions to further sustainable investing and champion justice, equity, diversity, and inclusion in finance.
BOSTON, MA September 18, 2023 – The Intentional Endowments Network (IEN) proudly announces the expansion of its membership to include eight esteemed Historically Black Institutions: Atlanta University Center Consortium (comprised of Clark Atlanta University, Morehouse College, Morehouse School of Medicine,and Spelman College); Dillard University, Florida Memorial University, Howard University, Johnson C Smith University, Lincoln University, Talladega College, and UNCF (United Negro College Fund). In addition, IEN has initiated a working relationship with UNCF to further our work with HBCUs.
These leading institutions are now part of the growing peer learning network comprising over 250 endowed institutions and sustainable investing firms. IEN supports members in navigating the intricate landscape of sustainable investing and promoting justice, equity, diversity, and inclusion (JEDI) within the finance industry, to ensure that endowments have access to the full range of talent to deliver the strongest financial results possible to support the critical missions of these institutions.
Paris Prince, Director of JEDI at IEN shared the following reflection after participating in last month’s UNITE Conference, hosted by UNCF: “IEN’s contributions are helping to deliver on the promise of Black higher education. IEN’s presentation during the UNCF UNITE conference entitled 'Mission-Aligned Investing and Endowment Growth at HBCUs' inspired several institutions to commit to the learning journey of sustainable financial commitments.
I want to thank panelists Dorien Nunez, Angela Outlaw-Matheny, Roberta Lobo, and Hilda Pinnix-Ragland for a thoughtful conversation. It was also inspiring to collaborate alongside Dr. Michael Lomax, Diego Avilez, Julian Thompson and Dr. Kendra Sharp at the endowment panel and reception co-sponsored by IEN and S&P Global.
Mission-aligned investing and endowment growth are crucial components in ensuring the long-term sustainability and success of HBCUs. By aligning investments with the mission and values of these institutions, we can create a positive impact on both the educational experience of students and the broader society. Implementing sustainable strategies and policies means we can ensure that HBCUs are well-positioned to provide high-quality education and support to our students for years to come.”
“HBCUs have been longtime leaders in advancing a more just and equitable society - demonstrating that when we put these values first, everyone benefits,” said Georges Dyer, Executive Director of IEN. “We are honored to have these esteemed institutions join the Networks and look forward to their leadership in IEN’s work to support endowments in implementing mission-aligned investment strategies that drive positive change on society’s most vexing challenges, while reducing investment risk and enhancing financial returns.”
IEN membership equips institutions with access to relevant research and space for constructive dialogue that focuses on the unique characteristics that all endowments share: a long-term investment horizon with short-term spending requirements, diverse and wide-ranging stakeholders, and a responsibility to intergenerational equity. Benefits of IEN Membership include professional development resources, exclusive member networking, discounts to industry events, and access to advisory services. A full list of current members and information about membership may be found here.
This collective step forward exemplifies a shared commitment to transformative sustainable investing and reinforces IEN’s dedication to fostering meaningful dialogue, partnerships, and nurturing collaboration to shape the future of investment practices.
For a comprehensive list of IEN's members, please visit IEN’s website.
About the Intentional Endowments Network
The Intentional Endowments Network (IEN) is a peer learning network of over 200+ asset owners, asset managers, consultants, OCIOs, and nonprofit partners. An initiative of the Crane Institute of Sustainability, IEN works to advance the field of sustainable investing and encourage endowments and institutional investors to allocate capital in a way that creates a low-carbon, equitable, and regenerative economy. It does so through in-person and virtual convenings, resource development, and partnerships. IEN’s premier convening, the Higher Education Leadership Summit, will be held in Long Beach, CA February 11-13, 2024.
Georges Dyer, Co-founder & Executive Director, Intentional Endowments Network & The Crane Institute of Sustainability
Sorelle Ngatchou published 15 Reasons Why ESG Factors Affect Investment Risk & Return - News from PRI in Blog 2023-07-25 15:40:53 -0400
2023 has been full of undeniable signs -- from the urgent effects of climate change to ongoing systemic racial injustices – that investment portfolios that ensure long-term shareholder value demand an analysis of all major financial risks and opportunities – including those related to climate change social equity.
In this blog, we share the Principles for Responsible Investment (PRI)'s compelling press coverage underscoring investor’s fiduciary obligation to consider how ESG factors affect investment risk and return.
As we reflect on the importance of Juneteenth, we want to share with you some of the ways we’re honoring Juneteenth at IEN, and also ways investors can prioritize racial equity and environmental justice. Below, read about:
- Our upcoming Juneteenth webinar on the power of reparations and reparative finance to undo systemic harm;
- A recent JEDI quarterly call, featuring 4 powerful presentations from racial equity professionals and;
- The recent commitment we made at the Racial Equity Leadership Collaborative Summit to advancing racial equity lens investing.
We hope these updates would inspire and encourage you to integrate justice into your sustainable investing work, and we look forward to engaging with you in the coming weeks.
Wishing you a reflective and inspiring Juneteenth!Read more
Sorelle Ngatchou published 8th annual Sustainability Week in Past IEN Events 2023-04-03 12:59:42 -0400
8th annual Sustainability Week focuses on helping businesses become sustainable faster.
The 8th annual Sustainability Week provides insights into the challenges businesses face, such as reducing emissions, meeting increased reporting requirements and accounting for natural resource risks. Join us on March 29th-31st 2023, in London and virtually along and network with leaders and policymakers. Discover more or register here >> http://bit.ly/3RYji8G
Learn more about the event agenda, speakers and registration here.
Sorelle Ngatchou published Dianne Dillon-Ridgley - Women's History Month Spotlight in Blog 2023-03-23 10:40:09 -0400
IEN Women's History Month Spotlight: Dianne Dillon-RidgleyRead more
Honoring Felicia Davis, the inaugural recipient of the Intentional Endowments Network Leadership Award!
Honoring Felicia Davis, the inaugural recipient of the Intentional Endowments Network Leadership Award!Read more
Sorelle Ngatchou published Celebrating Black Impact Investing Professionals - Black History Month Edition in Blog 2023-03-01 12:57:49 -0500
Celebrating Black Impact Investing Professionals
Black History Month Edition
Four Black sustainable finance professionals in our network share their experiences in both the impact investing and traditional finance industries.Read more
The Crane Institute of Sustainability Receives Grant from the Tipping Point Fund to Develop an Endowments Rating System
Funding will support the development of an ‘Endowment Impact Benchmark’ to support endowments in reporting and celebrating progress on sustainable investing and to encourage the adoption of emerging impact standards.Read more
The Intentional Endowments Network Expands Steering Committee with Five New Sustainable Investing Leaders
Press Release updated on Feb 13, 2023
Cornelia Horner, Kunle Apampa, George Suttles, Amita Schultes, and Geri Melchiorre to advise on the Intentional Endowments Network’s strategic direction.Read more
Breckinridge's Tim Coffin Brings Fixed Income and ESG Expertise to the Intentional Endowments Network's Net Zero Steering Committee
The Intentional Endowments Network has welcomed Tim Coffin, Head of Strategic Partnerships Sustainability Committee Chair at Breckinridge, to its Net Zero Endowments Steering CommitteeRead more
Sorelle Ngatchou published The DOL’s New Approach to ESG: What Does It Mean for the Investment Community in Past Webinars 2023-01-10 13:12:05 -0500
Currently, nonprofit institutions offer limited ESG investing options in their retirement plans with less than 3% of employee retirement savings plans include climate-friendly investing options. This has been despite substantial evidence that ESG strategies can reduce risk and enhance long-term investment performance. Concerns about fiduciary duty are often cited as a barrier for these institutions to offer these options.
A new proposed rule from the U.S. Department of Labor would open the way for retirement plan sponsors to include more sustainable options in their saving plans by enabling fiduciaries to consider climate and other ESG factors when selecting investments and exercising shareholder rights while continuing to uphold fundamental fiduciary obligations.
This webinar is intended to help clarify how plan sponsors and trustees can consider sustainable investing strategies related to their fiduciary duties in light of the new proposed rules. Join us for an informative and interactive webinar comprised of top experts on the state of fiduciary duty for defined contribution plans in the United States to learn how your institution could provide retirement funds that reflect both the mission of your organization and the values of your employees.
In this session, participants will:
- Gain a deeper understanding of the impact of the proposed rules on ESG investment opportunities
- Hear about how the rule change is viewed by the investment service community
- Keith Johnson, Former Partner, Head of Institutional Investor Legal Service, Reinhart Boerner Van Deuren
- Bradford Campbell, Partner at Faegre Drinker Biddle & Reath LLP
- Bill Slimbaugh, Managing Director, Natixis
- Michael Rhim, Principal, PRM Consulting – The IEN Guide to Sustainable Retirements
- DOL’s proposed rule
- Identify “Greenwashing” Funds using NLP in Firms’ Prospectuses
- IEN Retirement Guide