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ESG Discretionary Mandate
ESG Discretionary Mandate
Le label LuxFLAG ESG Discretionary Mandate est destiné aux produits de gestion des risques qui contribuent à la transition vers l’atténuation et l’adaptation à la crise climatique, ainsi qu’à d’autres questions environnementales et sociales incluses dans les objectifs de développement durable des Nations Unies.
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.
