Lombard Odier IM and ETF Securities partner to offer ETF range

14.10 HandshakeLombard Odier Investment Managers and ETF Securities have partnered to provide a range of Ucits-compliant fundamentally-weighted fixed income ETFs. The initial product listing on the London Stock Exchange, planned for mid-April, will see the launch of ETFs providing fundamentally-weighted exposure to global government bonds, global corporate bonds and European corporate bonds. An emerging market local bond ETF is also scheduled to be launched in early May. The new ETFs aim to provide smart beta bond opportunities to a wide base of investors through wealth managers, financial advisers and investment platforms. They can be used by both retail and institutional investors to provide a core allocation to fixed income, with intraday liquidity. Lombard Odier IM’s fundamentally-weighted approach focuses on assessing fundamental factors for government and corporate issuers, such as GDP or revenues, in order to produce a favourable balance between risk and return. Hubert Keller, chief executive officer, Lombard Odier IM, says: “We strive to offer bond investors greater diversification by lending based on issuers’ ability to repay rather than their ability to borrow. We use fundamental factors, based on the real economy, to determine the most appropriate allocation." Lombard Odier IM’s Geneva-headquartered business managed $49 billion (€45 billion) on behalf of clients, at the end of December 2014. ©2015 funds europe

Executive Interviews

INTERVIEW: Put your money where your mouth is

Jun 10, 2016

At Kempen Capital Management, they believe portfolio managers should invest in their own funds. David Stevenson talks to Lars Dijkstra, CIO of the €42 billion manager.

EXECUTIVE INTERVIEW: ‘Volatility is the name of the game’

May 13, 2016

Axa Investment Managers chief executive officer, Andrea Rossi, talks to David Stevenson about bringing all his firm’s subsidiaries under one name and the opportunities that a difficult market...


ROUNDTABLE: Beyond the hype

Oct 13, 2016

The use of smart beta investing continues to grow. Our panel, made up of both providers and users, discusses what the strategy actually means, how it should be used and the kind of pitfalls that may arise when using this innovative investment technique.

MIFID II ROUNDTABLE: Following the direction of travel

Sep 07, 2016

Fund management firms Aberdeen and HSBC Global meet with specialist providers to speak about how the industry is evolving towards MiFID II.