Lombard Odier Investment Managers believe the energy transition can provide growth potential for investors, who are also seeking to achieve real and tangible emission reductions. They approach invests across all sectors but focuses on companies with credible and ambitious decarbonisation targets, an they explore how to identify such companies in convertible bonds.

• Using temperature-alignment metrics, they identify companies whose progress on reducing emissions is aligned with the goals of the Paris Agreement. These companies, which Lombard Odier Investment Managers call ‘ice cubes’ because of their cooling effect, are prioritised 
• Solution providers that help enable their clients to decarbonise through greater efficiencies, digitalisation, electrification and smartification are also key to transition efforts
• Their analysis explores what makes ANA Group1 an ice cube and Schneider Electric a solution provider

This report examines two companies: ANA and Schneider Electric. ANA exemplifies ice cubes leading decarbonisation. Schneider supplies solutions like efficiency and electrification driving emission reductions. The strategy captures opportunities while accelerating system-level change through the strategic selection of companies with ambitious climate targets.

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