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Lyxor, Bridgewater Launch All Weather Sustainability UCITS Fund

Lyxor Asset Management and Bridgewater Associates have launched the Lyxor/Bridgewater All Weather Sustainability Fund, a multi-asset sustainability strategy. The new product leverages Bridgewater’s systematic research process to assess and select public market assets aligned to the United Nations Sustainable Development Goals and utilizes the portfolio engineering of its pioneering “All Weather” asset allocation framework. The fund is available in a UCITS format and is managed by Lyxor and sub-advised by Bridgewater.

Nathanael Benzaken, Lyxor’s Chief Client Officer, said: “Our clients’ appetite for sustainable investing has grown significantly in recent years, with investors seeking to combine financial and sustainability outcomes. I am thrilled that Lyxor, relying on its strong ability to innovate and design transparent investment solutions, is expanding its fruitful 15-year relationship with Bridgewater into the field of sustainable investing in order to meet investors’ needs.”

Carsten Stendevad, Bridgewater’s Co-CIO for Sustainability, said: “Sustainable investing is a strategic priority for Bridgewater and our clients. In recent years, we have seen a fundamental shift in the investment community, with the expansion of objectives from risk and return to also include impact. We are excited to leverage our long-time relationship with Lyxor together with the rigor of our fundamental and systematic investment approach to help investors address this challenge.”

Lyxor's alternative UCITS platform currently manages approximately $7bn.

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