Additional information [OPTIONAL]
The process of creating the United Nations Principles for Responsible Investment (UN PRI) Transparency Report 2019 ensures the completeness and accuracy of reported information and timeliness of reporting.
1/ A SRI analyst (in charge of the regulatory and reporting issues) part of the LYXOR SRI team is in charge to complete the whole questionnaire and documents the reporting process.
She ensures the completeness and accuracy of collected information and timeliness of reporting.
2/ First review : each SRI analyst, part of the SRI team, review one or severale modules assigned
- The Active Ownership & Engagement specialist review the LEA and FI Modules related to engagement & proxy voting
- The SRI Analyst specialized in ESG integration review all ESG integration specific modules ( SG, LEI & FI )
The internal review approach consisted of the following activities:
• Reviews with LYXOR employees involved;
• Review of relevant documents, such as the UN PRI Transparency Report, PRI assessment, overview of questions and related evidence.
3/ Final review by the Head of SRI team
During this review, the accuracy and completeness of answers given were appropriately challenged and checked using the related source documentation.
4/ third party insurance
LYXOR adheres to an RI labelling scheme for some of its sustainable product
At group level, the registration document (chapter five) which contains information related to Lyxor and its SRI Policy has been audited by a third party.