Lombard Odier Investment Managers (LOIM) is cementing its position as a European powerhouse in sustainable investing with the planned integration of Amsterdam-based Ownership Capital. The transaction, still subject to final agreement and regulatory approvals, will push LOIM’s sustainability platform past the $10 billion assets under management mark.
A Strategic Consolidation Play
Founded in 2008, Ownership Capital brings a differentiated approach built on long-horizon equity investing, deep analysis of material sustainability factors, and active ownership engagement. Its model has gained recognition for marrying rigorous research with corporate dialogue to catalyze both financial and sustainability improvements.
For LOIM, which manages a total of $78 billion across its divisions, the move offers a strategic reinforcement. By blending Ownership Capital’s engaged ownership style with LOIM’s proprietary forward-looking sustainability research, the combined platform aims to unlock new sources of alpha while strengthening its positioning as a consolidator in the sustainable asset management space.
The $10B Sustainability Milestone
The deal marks an important inflection point: LOIM’s sustainability-focused offerings will now surpass $10 billion in AUM, a scale that matters in an increasingly competitive market. Beyond the headline figure, the milestone signals investor appetite for sustainability strategies that go beyond marketing labels and reflect conviction in environmental, social, and digital transitions shaping global markets.
Jean-Pascal Porcherot, Managing Partner of Lombard Odier Group and Co-head of LOIM, said: “The integration of Ownership Capital is a sign of our continued commitment to sustainable investing, and our conviction in investment approaches supported by deep research. The financial significance of root issues facing our economic model continue to be misunderstood by markets, creating investable opportunities that we believe Otto’s team and its long-term and engaged ownership approach is supremely well-placed to understand.”
Luxembourg as a Global Hub
The transaction also underscores Luxembourg’s growing importance as a global hub for sustainable finance. With its cross-border fund distribution infrastructure and policy emphasis on green and responsible finance, Luxembourg has become a natural base for asset managers scaling sustainability-driven strategies. LOIM’s deepening sustainable investment platform, anchored partly out of Luxembourg, reinforces the country’s reputation as Europe’s laboratory for innovation in asset management.
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