CIO Global Equities, Limited Partner
Co-Lead Portfolio Manager, LO Funds -Planetary Transition
Didier is CIO of Global Equities at LOIM, as well as a limited partner of the Lombard Odier Group.
Before joining the group in 2011, Didier was a partner at Amber Capital and portfolio manager of their ARC fund, focused on agriculture and the consumer and retail sectors.
Previously, he was a partner at Talaris Capital and co-managed a global fund from 2007 to 2009. Before that, Didier worked at Deutsche Bank as global co-manager of the consumer/retail sectors in the investment bank from 1995 to 2006. Earlier in his career, he was head of these sectors in the financial analysis department. Didier began his career in 1987 as an analyst specialising in consumer and retail stocks throughout Europe at SG Warburg.
He is a member of the French Society of Financial Analysts and holds a degree from the Paris Institute of Political Studies.
Hall C (Level 2)
Elevating ESG
The tide of global ESG investments has slowed in recent years, with 2024 marking the first year of net outflows from sustainability-focused equity funds. This trend is driven by accusations of a lack of clarity about whether the invested dollars are truly promoting sustainability; investigations suggest that only slightly more than half of this spending is directed towards sustainable companies. This shift is accompanied by a renewed focus on economic profit, as investors grow weary of the "politicisation of ESG".
Is there still a strong case for ESG or sustainability-focused investment? What works, what doesn’t, and what needs fixing?