News / BOS Lazard: Sustainable investing: how to generate alpha in global equities portfolio

BOS Lazard: Sustainable investing: how to generate alpha in global equities portfolio

  • When: 15h40 – 16h20
  • FSMA accredited*: 0,5 points bank (B 600 014) and 0,5 points insurance (A700 011)
  • Register here

Sustainable investing: how to generate alpha in global equities portfolio

investment returns. In fact, at Lazard we believe that sustainability opportunities can actually enhance investment returns.

Investors can align their capital with their sustainability goals while also achieving their long-term investment objectives.
To us, a sustainable company is one whose products and services support the move towards a more sustainable world, helping to make the world greener, healthier, safer, and fairer. This simple yet broad definition guides our idea generation and naturally excludes companies and industries that work against sustainability aims.


We believe that delivering on both sustainability and investment objectives requires a holistic perspective. It is an unbreakable rule that every investment we make must satisfy the following essential criteria:

  1. The company provides products and services that help to solve the world’s sustainability challenges;
  2. These products and services must materially drive either high or improving levels of financial productivity;
  3. The company must be managed responsibly from a human capital, natural capital, and governance perspective.

This selection criteria results in a portfolio where sustainability, financial productivity, and responsible operations are interlinked.
We expect companies to meet minimum thresholds for responsible management practices across each of the key areas within human capital (employees, community, supply chain, and customers), natural capital (resource intensity and resource management), and governance. We engage with companies that have room for improvement, and our typically long holding period for investments provides us the time for impactful ownership and effective engagement.

During this session we will discuss how to generate alpha in global equities portfolios and how we manage within our Lazard Global Sustainable Equity strategy.

Speakers FIF 2021

Louis Florentin-Lee, Managing Director, Portfolio Manager/Analyst 
Lazard Asset Management Limited (London) 

Louis Florentin-Lee is a Managing Director and Portfolio Manager/Analyst on various global equity teams, International Quality Growth and US Equity Select. He was formerly the co-Portfolio Manager/Analyst for the Lazard European Explorer Fund between 2004 and 2010. Louis began working in the investment industry in 1996. Prior to joining Lazard in 2004, he was an equity research analyst at Soros Funds Limited and Schroder Investment Management. He has a BSc (Hons) in Economics from the London School of Economics.   

Barnaby Wilson, CFA  Managing Director, Portfolio Manager/Analyst 
Lazard Asset Management Limited (London) 

“As SRI responsible, I work together with the CIO and the investment teams to develop our Barnaby Wilson is a Managing Director and Portfolio Manager/Analyst on various global equity teams as well as International Quality Growth. He began working in the investment field in 1998. Prior to joining Lazard in 1999, he worked for Orbitex Investments as a Research Analyst. Barnaby has a BA (Hons) in Mathematics and Philosophy from Balliol College, Oxford University. Barnaby is a CFA® charterholder. 

*This breakout session is accredited by Edfin vzw. Co-organiser of the Fund Insiders Forum. In order to acquire FSMA credit points, we are required to scan your ticket at the entrance.

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