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ESG
The primary objective of the LuxFLAG ESG Label is to reassure investors that the investment product incorporates ESG criteria throughout the entire investment process while screening 100% of their invested portfolio according to one of the ESG strategies and standards recognised by LuxFLAG.
Launched in May 2014, the LuxFLAG ESG Label helps to unlock capital from institutional and private investors, in order to support the financing in assets, which are screened against internationally recognized ESG standards.
Eligibility Criteria
| Portfolio | 100 % screened |
| SFDR | Article 8 or 9 |
| Exclusionary policy | Mandatory |
| ESG integration into investment process | Minimum of 3 ESG strategies |
| Legal requirements | Fund / Asset Manager must be regulated / supervised |
| 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.
