A SUSTAINABLE ARCHITECT-MANAGER - Lyxor

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A SUSTAINABLE ARCHITECT-MANAGER - Lyxor
A SUSTAINABLE
ARCHITECT-MANAGER
A SUSTAINABLE ARCHITECT-MANAGER - Lyxor
A UNIQUE PARTNER, ANCHORED IN EUROPE
SERVING INSTITUTIONAL AND PRIVATE CLIENTS
 Lyxor is present across 3 continents, directly or via Societe GeneraleGroup.

                                                                                             Founded in 1998.
                                       Lyxor Asset Management S.A.S.
                                                                                             Wholly-owned subsidiary of
                                       Lyxor International Asset Management S.A.S.           Societe Generale Group.

                                       Lyxor Asset Management UK LLP                         Headquartered in Paris.

                                       For private clients: SG29H, SGPWM, SGKH
                                                                                                      KEY NUMBERS
                            EUROPE
 Lyxor Asset                 PARIS / GENEVA /

 Management Inc.
                           ZURICH / AMSTERDAM/
                              LUXEMBOURG /                                                €173.4*                    ETFs & INDEXING
                          FRANKFURT / LONDON /
                            MADRID / MILAN /                    Lyxor AM Japan            billion                           €88.1bn
                   US          STOCKHOLM                        Co. Ltd.                  of assets under
               NEW YORK                                                                   management                    INVESTMENT
                                                     ASIA                                 & advisory                    MANAGEMENT
                                                     TOKYO /
                                                    HONG KONG
                                                                                                                            €85.2bn

                                                                                          *Figures as of March 31th 2021 Incl. €19.1bn of Assets
                                                                                          under Advisory.

                                                                        A SUSTAINABLE ARCHITECT-MANAGER APRIL 2021                                 1
A SUSTAINABLE ARCHITECT-MANAGER - Lyxor
20 YEARS OF PIONEERING NEW TRENDS
IN ASSET MANAGEMENT

   1998                   2001                 2005               2007              2011                2013

                                                                One of the       Innovating in
  Managed                                       1st ETF                           High Quality       1st Alternative
                          1stETF                                  leading
  Account                                         on                             Liquid Assets         UCITS on
                          CAC 40*                               Water ETFs
  platform                                     Chinese                           Management           our platform
                                                                in Europe*
                                               equities*                            (HQLA)

             2015                  2016              2017             2017               2019                 2020
             Bespoke               1st ETF
                                                     World’s         Europe's          Integrating         1st Ecosystem
            fiduciary             tracking
                                                    1st Green       1st Gender             ESG                 of Paris
          platforms for           inflation                          Equality            in HQLA               Aligned
          institutional                            Bond ETF*
                                expectations                            ETF*          Management           Climate ETFs
            investors            in Europe

                                                                                                                  *listed on Euronext

                                                                    A SUSTAINABLE ARCHITECT-MANAGER APRIL 2021                          2
A SUSTAINABLE ARCHITECT-MANAGER - Lyxor
A SUSTAINABLE ARCHITECT MANAGER
WITH LEADING FRANCHISES

   A LEADING EUROPEAN ETF HOUSE                                            A STRONG ACTIVE MANAGER :
   SINCE 2001 :                                                               €85.2 bn AuM*
     N°3 Europe with €88.1 bn AuM*                                            A leading alternative UCITS platform
     More than 285 ETFs                                                       A recognized expertise in fixed income and
     Pioneering the ETF market                                                multi-asset management

     A comprehensive toolbox for ESG investing                                Targeted institutional investment solutions

     Spearheading climate investing                                           An open architecture fund selection platform

     A new approach to thematic investing

                                       WE HELP SHIFT CAPITAL TOWARDS
                                      MORE SUSTAINABLE INVESTMENTS BY
                                             Designing a sustainable products offering
                                       Acting as a committed & responsible shareholder
                                            Providing ESG and climate assessment tools

                                                                                           *Source: Groupe Lyxor. Figure as of March 31th 2021

                                                                     A SUSTAINABLE ARCHITECT-MANAGER APRIL 2021                                  3
SUPPORTING THE TRANSITION TO
A LOW CARBON ECONOMY

                                             1st Water ETF                                               KEY ESG
                    First                        in Europe                                               AND CLIMATE PARTNERSHIPS
                 ecosystem                      1st Green
                  of Paris                    Bond ETF               Measuring the                       • Principles for Responsible Investment
              Aligned-Climate                in the world            temperature of
                   ETFs                                              our portfolios                      •   ISS Ethix
                                                                                                         •   ISS Proxy voting advisor
                                                                                                         •   MSCI
                                                                                                         •   Solactive
                                                                                                         •   RobecoSam
                                                        Selecting                                        •   Vigeo Eiris
                         A strongculture          invesment solutions                                    •   Equileap
                          of voting and             encouraging the                                      •   Trucost
                          engagement                 transition to a
                          with a focus                 low-carbon                                        • Climate Bonds Initiative
                          on Climate                    economy                                          • Green Bond Principles
                                                                                                         • Climate Action 100+

                                                                                                         • Academic partnerships chairs:
                                                                                                           Dauphine House of Finance, Finance Durable
                                                                                                           & Investissement Responsable

                                                                       Designing innovative
  Divesting from coal                                             solutions for climate transition
                                                                                                     A FOUR-PILLAR CLIMATE POLICY
                                                                                                     AT THE HEART OF OUR ACTIVITIES
                                                                                                     AS AN ASSET MANAGER

                  Acting as a committed            Assessing the ESG & Climate
               and responsible shareholder           related risks of portfolios

                                                                                   A SUSTAINABLE ARCHITECT-MANAGER APRIL 2021                           4
LYXOR’S VALUES

                 LISTENING IN ORDER TO ANTICIPATE
                 Listening to our clients’ needs means analyzing them in light of
                 our understanding of the global environment – economic, financial,
                 regulatory or social – thanks to the recognized quality of our research.
                 We anticipate our clients’ future needs in order to offer investment
                 solutions tailored to meet the challenges of a changing environment.

                 INNOVATING
                 Our strong engineering tradition keeps alive the pioneering spirit
                 which has characterized Lyxor since its creation.
                 This constant innovation underpins our ability to provide tailor-made
                 solutions combining passive, active and alternative management
                 styles, in line with our clients’ performance objectives and risk profile.

                 BEING COMMITTED
                 We are aware of savers’ expectations with regard to their financial partners
                 and we develop innovative investment solutions for financial intermediaries
                 designed to help them meet their commitments to their clients, whatever the
                 challenges of the economic and regulatory environment.
                 Preparing for the future is a concern we share with our clients and their own.

                        A SUSTAINABLE ARCHITECT-MANAGER APRIL 2021                                5
RECOGNIZED BY THE INDUSTRY AND OUR PEERS

2020                                                                2018
                           2020
The HFM European                                                    L’Agefi Actifs de
                           Gestion de Fortune
Services                                                            l’Innovation
                           Palmarès Fournisseurs
Best Managed Account       d’ETF                                    ETF Gender Equality
Platform                                                            UCITS ETF

2020                                                                2018
                           2019
The Hedge Fund                                                      WealthBriefing
                           Investor Awards
Journal                                                             European Award
                           Boursorama
Largest Asset Raise by a
New Launch                 Prix de l’Innovation                     Best ETF Provider

2020
                           2019                                     2018
Mondo Alternative
Best LiquidAlternative     Investor Awards                          Label Finance
Funds Platform             Boursorama                               Innovation
Best LiquidAlternative     Prix de la Qualité                       Elyxir project
Credit Long/Short Fund

                                                   A SUSTAINABLE ARCHITECT-MANAGER APRIL 2021   6
LYXOR GLOBAL ORGANIZATION CHART

                    HUMAN RESSOURCES                                 CEO                                                COMMUNICATION
                        C. PONCET                                                                                         N. BOSCHAT
                                                                  L. PAQUIN

                                      INVESTMENT
        PRIVATE WEALTH                                          CLIENTS, PRODUCTS &
                                      MANAGEMENT                                                      ETFS & INDEXING                 GENERAL SECRETARIAT
         INVESTMENTS                                                 SOLUTIONS
                                     Head F. BARJOU                                                      A. LLINAS                         E. AUCHE
            M. DUVAL                                                N. BENZAKEN
                                     Dep T. OBRINGER

                                            Market                Sales                                       Portfolio
            Commercial                                                           ETF          Sales                            ETF           Risk       Global COO
SGBP                            Equities                                                                      Management
           Development                      Research              AMERICAS      Client                                         Platform
                                                                                 Pole
                                                                                                                                                        COO Office
                                  Fixed     Research &            Sales                                       Capital
             Marketing                                                                         CRM                                   Compliance
                                Income      Development           EMEA                                        Markets
                                                                                                                                                        Portfolio,
           Monitoring &                                                                                                                                 Analysis
           Partnerships                                           Sales                   Marketing           Infrastructure                            & Control
                             Multi-Asset    Multi-                                                                                          Legal
                                                                  ASIA
                                            Management
                                                                                           Research           Data                                      Trade
                              Corporate     Performance                                  & Solutions          & Digital                                 Processing
                                  Debt      & Investment          Financial                                                                  Tax
                                                                Engineering                                                                             Efficiency,
                                                                                            Product           COO
         Asset management     Dedicated                                                                                                                 Quality
               entities      Investment     Partnerships         Marketing                                                                Finance       & Process
          SG29H, SGPWM        Strategies                         & Product
                                                               Development                                                                              IT
                                                                                                                                             SRI

             LYXOR          LYXOR ASSET MANA-          LYXOR ASSET MANA-          LYXOR AM                         LYXOR                       LYXOR FUNDS
       INTERMEDIATION         GEMENT INC USA             GEMENT UK LLP          JAPAN CO. LTD                  DEUTSCHLAND                    SOLUTIONS S. A.
          C. COMBES             A. DABINETT                 D. LAKE               S. ROGER                   H. FÜRPASS-PETER                    M. TURRA

                                                                               A SUSTAINABLE ARCHITECT-MANAGER APRIL 2021                                             7
Lyxor Asset Management
Tours Société Generale
17, cours Valmy
92987 Paris – La Défense Cedex
France
www.lyxor.com

Lyxor Asset Management
Société par Actions Simplifiée with share capital of 123 813 175 euros
RCS Nanterre No 418 862 215
Regulated by the French Financial Authority (AMF)
Registered Office: Tours Société Générale - 17 cours Valmy - 92800 Puteaux
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