The primary objective of our equity analysts is to provide our asset managers with a list of recommendations in order to enhance the performance and diversity of our clients’ portfolios.

 

The predefined investment universe comprises around 650 companies in Switzerland, Europe and North America. The analysis takes into account both financial and extra-financial criteria. From the financial standpoint we first focus on fundamentals (investment themes, company attributes) and then consider valuation and momentum indicators. The extra-financial analysis is based on three pillars: the environment, social responsibility, and corporate governance.

 

The team’s recommendations, which are used by both our asset managers and investment advisors, are presented in financial publications that are regularly sent to clients upon request.

 

In accordance with the Swiss Bankers’ Association guidelines aimed at ensuring independent financial analysis, Lombard Odier invites you to view its rating system.