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Changes in the economic cycle offer a rich environment for discretionary macro and sustainable strategies. Yet most Macro and Absolute Return Strategies don’t incorporate ESG criteria into asset class selection at a time when investors are increasingly focused on sustainability.

Furthermore, climate concerns and the higher profile of inclusion criteria in company governance has created an inflection point.

To take advantage of this environment, at LIOR GLOBAL PARTNERS:

We employ a highly opportunistic top-down discretionary macro strategy that is rooted in a rigorous process to incorporate ESG considerations.

We use macroeconomic research, valuation metrics, technical indicators and quantitative tools to assess value. We perfectly blend quantitative models with human analysis to make clear-cut investment decisions with the maximum return potential for our clients within a pre-agreed risk profile.

Our investment process is combined with a dynamic risk management and robust compliance framework.

The fundamentals behind global macro are as relevant as ever.

Beyond the opportunity the current market environment presents, global macro allocations help diversify an investment by finding risk adjusted returns, offering downside protection in volatile market cycles.

At LIOR, we capitalise on market opportunities across a spectrum of assets globally regardless of the direction of the markets to generate positive returns.

Founded on the principles of sustainability, at LIOR, we integrate ESG standards into the investment process.

Our approach is rooted in our belief that risks related to environmental, social and governance factors can have a material impact on return on investments. We further believe that integrating ESG criteria aims to add further value to clients by delivering performance in a more sustainable way.

LIOR’s ESG policy has been developed by our investment and management team, is implemented, monitored and reviewed by our portfolio managers.

We lean on data from Sustainalytics, which we use as a starting point to take into account sovereigns as well as corporates.
We analyse each asset and overlay the data with normative and sectoral exclusions in line with the UN Principles of Responsible Investing, as well as our proprietary ESG scoring methodologies.

Our risk management and compliance framework is designed to manage the risks that can be planned for in the investment process.

Our risk management and compliance framework is designed to manage the risks that can be planned for in the investment process.

At LIOR , we apply three levels to the investment process to monitor risks at a portfolio manager, risk department and management company level and have put a robust risk control function in place.