LYXOR ID CARD JANUARY 2019 MORE THAN AN ASSET MANAGER, AN ARCHITECT MANAGER.
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1 LYXOR ID CARD MORE THAN AN ASSET MANAGER, AN ARCHITECT MANAGER.
2 A UNIQUE PARTNER, ANCHORED IN EUROPE SERVING INSTITUTIONAL AND PRIVATE CLIENTS Founded in Wholly-owned subsidiary of Societe Generale Group. Headquartered in Paris. Lyxor is present in 12 markets, directly or via Societe Generale Group. Lyxor Asset Management S.A.S. Lyxor International Asset Management S.A.S. Lyxor Asset Management UK LLP Lyxor Asset Management Inc. For private clients: SG29H, SGPWM, SGKH EUROPE PARIS / GENEVA / KEY NUMBERS 137.3* billion of assets under management & advisory ETFs & INDEXING 62.8bn INVESTMENT MANAGEMENT 74.5bn US NEW YORK ZURICH / AMSTERDAM / LUXEMBOURG / FRANKFURT / LONDON / MADRID / MILAN / STOCKHOLM ASIA TOKYO / HONG- KONG Lyxor AM Japan Co. LTD. *Figures as of December 31st 2018 Incl. 19.6bn of Assets under Advisory. 2
3 AN ARCHITECT MANAGER WITH LEADING FRANCHISES IN-HOUSE INVESTMENT EXPERTISE #3 ETF provider* Quantitative-based investment strategies Conviction investment CUSTOMIZING SOLUTIONS Fiduciary management Dedicated mandates Adapting to specific regulatory and balance-sheet issues ETFs based allocation Robo-advisory SELECTING BEST OF BREED ON THE MARKET Alternative investment A growing UCITS platform Mutual funds OPEN ACHITECTURE *Source: Lyxor International Asset Management, data as of end of December 31st 3
4 LYXOR SUSTAINABLE INVESTMENT APPROACH BASED ON A STRONG CULTURE OF INNOVATION PIONEERING ESG INVESTMENT ESG AT THE HEART OF OUR MODEL ACTIVE VOTING AND ENGAGEMENT 4 ETFs aligned with UN s Sustainable Development Goals : World Water ETF New Energy ETF #1 Green Bond ETF worldwide* #1 Gender Equality ETF in Europe** Portfolio ESG & Carbon footprint proprietary methodology covering a threefold analysis ESG risks and opportunities Carbon footprint Transition risks 16 Billion of AuM voted representing 75% of our physical replication equity general meetings voted OUR CREDENTIALS A+ UNPRI rating in Strategy and Governance since * *Principes for Responsible Investment Key partnerships with recognized ESG actors ISS Ethix ISS Proxy voting advisor MSCI Vigeo Eiris Climate Bonds Equileap *Launch date: March **Launch date : November 4
5 LYXOR S VALUES 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. Listening to our clients needs means analyzing them in light of our understanding of the global environment thanks to the recognized quality of our research. We anticipate our client s future needs in order to offer investment solutions tailored to meet the challenges of a changing environment. 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. 5
6 RECOGNIZED BY THE INDUSTRY AND OUR PEERS 2018 The Hedge Fund Journal Awards Leading UCITS Manager Selection 2018 WealthBriefing European Award Best ETF Provider 2018 Label Finance Innovation Elyxir project 2018 L Agefi Actifs de l Innovation ETF Gender Equality Les Coupoles Distrib Invest Audacity in the field of open architecture Financial News Asset Management Awards ETF Provider of the Year The Hedge Fund Journal Awards Leading UCITS Hedge Fund Platform Funds Europe ETF Provider of the Year for Europe Investment Week Specialist Investment Awards -Best fixed income ETF -Best specialist ETF -Best equity ETF 6
7 LYXOR GLOBAL ORGANIZATION CHART HUMAN RESSOURCES C. PONCET CEO L. PAQUIN COMMUNICATIONS N. BOSCHAT PRIVATE WEALTH INVESTMENTS M. DUVAL INVESTMENT MANAGEMENT Head G. LASSERRE Dep. F. BARJOU CLIENTS, PRODUCTS & SOLUTIONS N. BENZAKEN ETFs & INDEXING A. LLINAS GENERAL SECRETARIAT E. AUCHE STRATEGY & DEVELOPMENT D. SPADA SGPB Commercial Development Equities Market Research Sales AMERICAS Client Risk Global COO Marketing Fixed Income Research & Development Sales EMEA Product Compliance Portfolio, Analysis & Control Monitoring & Partnerships Multi-Asset Partnerships Sales ASIA Marketing Legal Trade Processing Corporate Debt Performance & Investment Financial Engineering & Product Development Infrastructure Tax Efficiency, Quality & Process Asset management entities SG29H, SGPWM, SGKH Dedicated Investment Strategies Marketing Portfolio Management Finance IT Data & Digital SRI Bangalore LYXOR INTERMEDIATION G. DE MARTEL LYXOR ASSET MANAGEMENT INC. A. DABINETT LYXOR ASSET MANAGEMENT UK LLP D.LAKE LYXOR AM JAPAN CO. LTD L. RENAUD Through Societe Generale Group Entities 7
8 Lyxor Asset Management / Lyxor International Asset Management Tours Société Generale 17, cours Valmy Paris La Défense Cedex France Lyxor Asset Management Société par Actions Simplifiée with share capital of euros RCS Nanterre No Regulated by the French Financial Authority (AMF) Registered Office: Tours Société Générale - 17 cours Valmy Puteaux Lyxor International Asset Management Société par Actions Simplifiée with share capital euros RCS Nanterre No Registered Office : Tours Société Générale-17 cours Valmy Puteaux
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