Integration of ESG factors in the investment process is described below :
1 : Extra financial and financial analysis are carried out on each stock of the investment universe
2 : Scoring & selection : the fund is exposed to a selection of equities following a proprietary scoring methodology of the Management Company. The Scoring Selection ranks the equities of the Investment Universe based on a combination of scores such as growth, valuation and sustainability indicators (Gouvernance criteria).The model selects the highest ranking stocks.
3 : Independant controls are performed on a monthly basis by Lyxor Risk Team to insure the respect of the ESG guidelines.