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ESG Discretionary Mandate

ESG Discretionary Mandate
The LuxFLAG ESG Discretionary Mandate Label (ESGDML) is for DM products that assist with the transition to mitigate and adapt to the climate crisis, as well as other environmental and social issues embedded in the United Nations Sustainable Development Goals.
Eligibility Criteria
Portfolio | 100% screened (“look through” applied) |
SFDR | Article 8 or 9 |
Exclusionary policy | LuxFLAG ESG exclusions |
If DM invested through funds | 75% of funds Article 8 or 9 |
Legal requirements | Authorized under discretionary portfolio management agreement or wealth management agreement |
Transparency / disclosures | Mandatory |
Application Cycle
Application Session | Q1 | Q2 | Q3 | Q4 |
Application submission deadline | 31 Dec. | 31 Mar. | 30 Jun. | 30 Sept. |
Sample selection / evidence collection | 25 Jan.* | 25 Apr.* | 25 Jul. * | 25 Oct. * |
LuxFLAG Team review and Management review | Jan. – early Mar. | Apr. – early Jun. | Jul. -early Sept. | Oct. – early Dec. |
LuxFLAG Eligibility Committee review | Early / Mid Mar. | Early / Mid Jun. | Early / Mid Sept. | Early / Mid Dec. |
LuxFLAG Board review | End Mar. | End Jun. | End Sept. | End Dec. |
Communication of decision | 29th Mar. | 29th Jun. | 29th Sept. | 21st Dec. |
*The sample selection can only be conducted by 25th Jan./Apr./July/Oct. if the application package has been provided in due time. Otherwise the sample selection will be treated on a best effort basis.
APPLICATION DOCUMENTS
RESOURCES
If you have any questions regarding the label application, please send a mail here
