Lombard Odier Sustainable Investment Solutions
Portfolio management
Idea generation and deal sourcing
Screening
& vetting
Deal
terms
Structuring & negotiation
Impact screening
LOIM Plastic Circularity team
Financial screening
AEPW Technical Solutions Center
Technical evaluation
Click on the buttons to see each step
Check alignment of opportunities to solution pathways
Focus on unlocking funding gaps
Review of policy and scientific papers
Idea generation and deal sourcing
Prioritisation based on market intelligence
Direct approach to companies, CEOs, advisors and strategics
Dealflow from related GPs
Market watch of new regulation, technologies and market trends
Opportunity identification
Evaluation of scalability and systemic impact potential
Scientific verification of environmental claims
Governance questionnaire and Do No Significant Harm check (SFDR)
Technical due diligence
Commercial, legal and tax due diligence
Management due diligence
Own business case and valuation
Screening & vetting
Agree on company impact and ESG reporting and align on impact trajectory
None
Negotiation of financial terms and governance (minority rights, exit rights, …) in line with returns target
Deal terms
None
None
Investment documentation
Tax structuring
Structuring & negotiation
Stewardship on sustainability reporting
Annual impact report on reduced plastic waste and GHG emissions, on governance and on engagement
3d party Audit of key impact metrics
Technical advice to portfolio companies
Value creation plan
Board seat (ad-hoc)
Quarterly fund NAV valuation reports, audited annually
Portfolio management