Our Approach to Sustainable Investing
The global challenges we face mean that the relationships between companies and their stakeholders—including employees, consumers, suppliers, governments, and the environment—have never been more complex or critical to understand.
The current backdrop has given impetus to a broader interest in sustainable investing, which is becoming an important priority for certain investors that are more focused on the financial impacts arising from the feedback loops between industry, society, and the environment.
We believe that fundamental analysis, supported by the thoughtful application of non-traditional data alongside targeted interactions with companies and governments where relevant, can unearth interesting investment opportunities and help to mitigate risks.
To do this, we believe investment expertise must be at the forefront of integrating human capital, natural capital, and governance considerations across relevant strategies and products. That is why our investment research, company engagements, and voting activities are often fully led by our investment professionals.
Reports and Policy
Task Force on Climate-Related Financial Disclosures (TCFD) – UK Entity Report (Lazard Asset Management Ltd.)
Find enclosed Lazard Asset Management Limited’s first UK entity annual report in line with the recommendations of the Task Force on Climate- Related Financial Disclosures (TCFD). Lazard Asset Management (LAM) has been a supporter of the TCFD since 2019. Supporting the TCFD aids financial markets through helping to standardise reporting and disclosures on climate across the market to address systemic risk as well as promoting the markets’ ability to price carbon risk.
Task Force on Climate-Related Financial Disclosures (TCFD) Report
Task Force on Climate-Related Financial Disclosures (TCFD) UK Product-Level Reports
Sustainable Finance Disclosure Regulation (SFDR)
- Lazard Climate Action Fund
- Lazard Digital Health Fund
- Lazard Emerging Markets Corporate Debt Fund
- Lazard Emerging Markets Debt Unrestricted Blend Fund
- Lazard Emerging Markets Equity Advantage Fund
- Lazard Emerging Markets Equity Fund
- Lazard Emerging Markets Local Debt Fund
- Lazard Emerging Markets Managed Volatility Fund
- Lazard European Alternative Fund
- Lazard European Equity Fund
- Lazard Global Convertibles Investment Grade Fund
- Lazard Global Convertibles Recovery Fund
- Lazard Global Equity Advantage Fund
- Lazard Global Equity Franchise Fund
- Lazard Global Listed Infrastructure Equity Fund
- Lazard Global Quality Growth Fund
- Lazard Global Small Cap Fund
- Lazard Global Sustainable Equity Fund
- Lazard Global Sustainable Fixed Income Fund
- Lazard Global Thematic Focus Fund
- Lazard Japanese Strategic Equity Fund
- Lazard Nordic High Yield Bond Fund
- Lazard Rathmore Alternative Fund
- Lazard Scandinavian High Quality Bond Fund
- Lazard Thematic Inflation Opportunities Fund
- Lazard US Equity Concentrated Fund
This content represents the views of the author(s), and its conclusions may vary from those held elsewhere within Lazard Asset Management. Lazard is committed to giving our investment professionals the autonomy to develop their own investment views, which are informed by a robust exchange of ideas throughout the firm.
This document reflects the views of Lazard Asset Management LLC or its affiliates (“Lazard”) based upon information believed to be reliable as of the publication date. There is no guarantee that any forecast or opinion will be realized. This document is provided by Lazard Asset Management LLC or its affiliates (“Lazard”) for informational purposes only. Nothing herein constitutes investment advice or a recommendation relating to any security, commodity, derivative, investment management service, or investment product. Investments in securities, derivatives, and commodities involve risk, will fluctuate in price, and may result in losses. Certain assets held in Lazard’s investment portfolios, in particular alternative investment portfolios, can involve high degrees of risk and volatility when compared to other assets. Similarly, certain assets held in Lazard’s investment portfolios may trade in less liquid or efficient markets, which can affect investment performance. Past performance does not guarantee future results. The views expressed herein are subject to change, and may differ from the views of other Lazard investment professionals.
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