A SUSTAINABLE ARCHITECT-MANAGER - Lyxor
←
→
Page content transcription
If your browser does not render page correctly, please read the page content below
A SUSTAINABLE ARCHITECT-MANAGER
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 / €160.4* ETFs & INDEXING
FRANKFURT / LONDON /
MADRID / MILAN / Lyxor AM Japan billion €79.1bn
US STOCKHOLM Co. Ltd. of assets under
NEW YORK management INVESTMENT
ASIA & advisory MANAGEMENT
TOKYO /
HONG KONG
€81.2bn
*Figures as of January 31th 2021 Incl. €18.9bn of
Assets under Advisory.
A SUSTAINABLE ARCHITECT-MANAGER FEBRUARY 2021 1
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 FEBRUARY 2021 2
A SUSTAINABLE ARCHITECT MANAGER
WITH LEADING FRANCHISES
A LEADING EUROPEAN ETF HOUSE A STRONG ACTIVE MANAGER :
SINCE 2001 : €81.2 bn AuM*
N°3 Europe with €79.1 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 January 31th 2021
A SUSTAINABLE ARCHITECT-MANAGER FEBRUARY 2021 3SUPPORTING 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 FEBRUARY 2021 4LYXOR’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 FEBRUARY 2021 5RECOGNIZED 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 FEBRUARY 2021 6LYXOR 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 FEBRUARY 2021 7Lyxor 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 161 106 300 euros RCS Nanterre No 418 862 215 Regulated by the French Financial Authority (AMF) Registered Office: Tours Société Générale - 17 cours Valmy - 92800 Puteaux
You can also read
