Case Study

Lombard Odier

05 September 2016

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Lombard Odier offers the ability to compare investment funds one with other.
Impact assessment need not be unique rather it should have a degree of standardisation so that it can be compared to other solutions and that it improves the ability to maximise social impact.

Lombard OdierDIMENSIONS

Lombard Odier operate as a Fund of Funds (FoF) and hence view their impact as their contribution in being the link between investors and on the ground SPOs.
The impact investment market is fragmented and composed of small funds with little track record. Currently lacking in the market is a pipeline in between the impact companies and the investors and this is how impact investors add to the market.
There are no comparable peers in the wealth management space providing a FoF. Impact is aggregated at portfolio level and weighted by individual fund’s social performance.

FRAMEWORKS

To measure the performance of funds in the portfolio they use social reach, alignment of values, impact measurement, impact management and pre- investment impact analysis as parameters and display this in an Impact Radar. Lombard Odier feels that there is a gap in the market for listing social impact in different sectors open-source based on IRIS for comparison for impact investors.

IMPLEMENTATION

Before investment they check for the intentionality of monitoring social performance and ask for a theory of change. The quality of the impact thesis and metrics being collected is part of their due diligence.

PRESENTATION

They provide investors with a comprehensive social impact report every year, comprising every details of their impact assessment approach. A quarterly newsletter focuses on concrete investee companies, and explain how they positively impact the society.

 

References

A. Environmental Stewardship
To protect the environment, we organize programmes like mangrove nursery and Reforestation, Coastal and River Clean-Up, Community Based Environmental Solid Waste Management, Environmental IEC Campaign and Eco-Academy

B. Food Security and Sustainable Livelihood
To ensure a sustainable livelihood for the community, eco-tourism include Buhatan River Cruise Visitor Center Buhatan River Mangrove Boardwalk are run by the community. Others include Organic Vegetable and Root crops Farming, Vegetable and Root crops Chips and by-products Processing and establishing a Zero waste store.

C. Empowered Communities
To empower the community, we provide product and Agri-Enterprise Development Training, Immersion and Learnings Exchange Program, Earth Warrior Training and Community Based Social Entrepreneurship Training

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