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Lombard Odier Appoints Mona Shah as Senior Sustainability Strategist – ESG Today

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Lombard Odier Appoints Mona Shah as Senior Sustainability Strategist

Mark Segal

March 18, 2024

Global wealth and asset manager Lombard Odier Investment Managers (LOIM) announced today the appointment of Mona Shah as Senior Sustainability Strategist.

The new hire follows LOIM’s launch last year of holistiQ Investment Partners, a new sustainable investing platform within LOIM, aimed at capturing sustainable transition investment opportunities, with a focus on the transformation of key economic systems such as energy, land and oceans, and materials.

Describing the appointment as a “strategically important hire,” LOIM said that Shah will have responsibility for developing cutting-edge sustainable investment solutions for clients, in close collaboration with the holistiQ sustainability research and investment teams. 

Jasbir Nizar, UK CEO at LOIM said:

“At LOIM, we continue to invest in talent and investment expertise to help our clients navigate the risks and opportunities emerging from the environmental transition. Mona’s in-depth knowledge and extensive experience will be instrumental as we develop solutions for clients seeking attractive investment returns from investing in the transition to a sustainable economy.”

Shah joins LOIM from investment advisor Stonehage Fleming, where she has been serving as Head of Sustainable Investments, responsible for building and managing the firm’s multi-asset and equity-only sustainable investment strategies. Prior to joining Stonehage Fleming, Shah served as Head of Collectives Research for Rathbones Investment Management.

Shah said:

“I am delighted to join LOIM, having admired them for a long time. Their willingness to break norms, whilst remaining rooted in realism and to create the highest level of thought leadership for clients and the planet, is unparalleled. I am excited to contribute to LOIM’s long-term commitment to sustainable investment and to help them achieve further success.”

Mark founded ESG Today following a 20 year career in investment management and research. Prior to founding ESG Today, Mark worked at Delaney Capital Management (DCM) in Toronto, Canada, most recently as the firm’s head of U.S. equities. While at DCM, Mark was part of the firm’s ESG team, responsible for evaluating and tracking the sustainability factors impacting portfolio companies, and assessing the suitability of companies for portfolio inclusion. Mark also spent several years in the sell-side research industry, covering the technology and services sectors. Mark holds an MBA from Columbia University in New York, a BBA from the Schulich School of Business at York University in Toronto, and is a CFA charterholder.

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