1/ Extra-financial valuation of external management companies
Lyxor has developed a capacity to evaluate the external management companies.This allows us to establish a rating of the external management companies.
2/ Application of Exclusion lists :
The externally managed Hedge Funds, with an "ex controversal weapons" tag, do not have the possibility to invest in companies included in the Lyxor’s exclusion list (based on the Defence Sector Policy).
Lyxor applies an exclusion list including companies involved in controversial weapons such as cluster-munitions and anti-personnel mines and depleted uranium weapons.
3/ Application of Taylor Made Exclusion List
Lyxor has also extended this exclusion list to include specific companies on Client' request.
A control on these exclusion lists is performed by Lyxor on NAV frequency basis. All breaches are notified to external Fund Managers for immediate resolution.
4/ ESG & Climate Risk Assessment
In line with its ESG / SRI commitments and in order to better meet its clients’ needs, LYXOR assess ESG and Carbon risks within its vehicles when the transparency is available.