BLI - Banque de Luxembourg Investments has proven experience in fund management in three key areas: equities, bonds and multi-asset strategies.
We manage a range of over 35 investment funds with assets under management totalling
14.71 billion euros on 30 April 2023.
Based in Luxembourg, away from the hustle and noise of the major financial centres, BLI’s Investment team is composed of experts in the search of quality investments.
BLI - Banque de Luxembourg Investments expertise is founded on several key principles: active management, patience, quality, risk awareness and responsibility towards environmental, social and governance challenges.
At BLI - Banque de Luxembourg Investments, we are convinced that only conviction-based management which can transcend the limitations of indices, can generate long-term value for the investor.
Anticipating short-term market movements is a futile exercise. Our fund managers consider each investment over a full market cycle and remain true to their investment methodology and resulting convictions regardless of market conditions.
Our methodology aims to favour long-term winners while avoiding fragile or weakened assets. The fund managers therefore pay particular attention to the financial and extra-financial fundamentals of the investment opportunities analysed.
Generating consistent performance over the long term means being aware of the risks and being able to control them as much as possible. Therefore, our fund managers focus on their area of expertise and only invest in instruments they understand and, avoiding overpayment, use valuation analysis as a risk control tool.
Our sustainable and responsible investment policy is rooted in BLI - Banque de Luxembourg Investments historical investment philosophy. By integrating ESG considerations at various stages of our investment process, we aim to make informed, relevant and responsible investment decisions that allow for the generation of sustainable returns over the long term.
Our SRI approach
BLI - Banque de Luxembourg Investments sustainable and responsible investment policy is anchored in our historical investment philosophy based on a conviction-based, long-term investment approach. It is implemented at different stages of the investment process.
Funds under the spotlight
The fund invests in quality Japanese companies that have a sustainable competitive advantage and a strong ESG profile.
The fund invests primarily in companies in Asia (excluding Japan), Latin America and the EEMEA region that have a sustainable competitive advantage and a strong ESG profile.
A global equity fund that aims to make a concrete contribution to the United Nations Sustainable Development Goals (SDGs).
European equity fund that combines long-term financial performance objectives with specific impact objectives.
US large-cap fund that combines long-term financial performance objectives with specific impact objectives.
Integration into all steps of the investment process
Funds under the spotlight
An emerging debt fund combines ESG optimisation of the sovereign pocket with impact investments (green bonds and microfinance).
A fund that allows for optimal diversification within the different fixed income sub-asset classes and opportunistic exposure to impact management.
Various approached combined depending on the defined objectives
Fund under the spotlight
A mixed fund that aims to generate an attractive return over the medium term through a flexible global allocation strategy.
ESG factors fully integrated in the analysis and construction of the portfolio