ESG Investment Guidelines

At Lombard International Assurance, we are committed to incorporating ESG factors into our strategy and operations in order to contribute towards implementing the UN 2030 Agenda for Sustainable Development. Although not involved in the asset selection process, the Luxembourg and Guernsey based entities of Lombard International Group, as legal owner of the assets underlying a life policy issued by these entities, have issued an Investment Exclusion List. Appointed investment managers and self-managing policyholders must not invest into investment funds and financial instruments issued by issuers contained in this list.

The Investment Exclusion List contains issuers violating the UN Global Compact Principles or having controversial weapon involvement. Additionally, the list contains investment funds investing more than 10% in issuers with controversial weapon involvement. 
The Investment Exclusion List is regularly and independently updated by the Lombard International Group entities mentioned above, analysing data provided by Morningstar and Sustainalytics, leading providers of independent investment research and ESG data.

Please click on the links below to access the latest updated issuer list and fund list.