Complex global issues, including geopolitical shifts, supply chain transformations, the global energy transition, and workforce changes are reshaping the landscape in which companies operate. These forces drive changes in policymaking, consumer behavior, and technological innovation, creating both challenges and opportunities. As these factors evolve, they can materially affect financial performance and long-term resilience.
Our 300+ investment professionals incorporate financially material sustainability-related risk and opportunity assessments into their analysis and are supported by our in-house sustainable investment specialists. Our analysts and portfolio managers share their insights and research globally.
We tailor our approach by asset class and investment style, with an awareness that sustainability considerations can affect risk, return, liquidity, and other investment objectives in different ways.
Our purpose is to deliver investment solutions that meet our clients’ needs and objectives. For clients committed to sustainable investment, our approach reflects our belief that sustainability considerations and long‑term investment outcomes are closely connected. We seek to meet our clients’ sustainable investment goals while remaining focused on long‑term value creation and the interests of our clients.
The decisions we make in our sustainable investment‑based portfolios are informed by the same rigorous, bottom‑up fundamental analysis that has long defined our firm’s investment approach, with sustainability considerations incorporated where they are relevant to investment outcomes.
Lazard Asset Management LLC (including its global investment advisory affiliates, “Lazard” or the “firm”) actively manages client portfolios with the objective of delivering positive investment performance and maximizing long-term shareholder value. Portfolio managers at Lazard have discretion to incorporate ESG considerations into their investment processes, and to what degree. Information concerning a particular investment strategy’s utilization of ESG considerations (including its status as ESG Integrated or Sustainability Focused under our procedures) are set forth in Lazard’s description of that strategy, or are available upon request. Other disclosures herein may describe sustainable investment views and resources that Lazard’s ESG professionals have developed to assist our clients and portfolio management teams.
Sustainable investing-related strategies may or may not affect performance, and a strategy may forego favorable market opportunities in order to adhere to sustainability-related mandates. In addition, there is no guarantee that a sustainable investing-related strategy will be successful. There are a variety of approaches to sustainable investing, and terminology related to sustainable investments will differ and is evolving.
If you're interested in learning more about our commitment to sustainability, please don't hesitate to reach out. We'd be happy to provide additional information and discuss our initiatives with you.