SPONSOR. In cooperation with. Media partners

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1 SPONSOR In cooperation with Media partners

2 «NEW OPPORTUNITIES FOR THE LUXEMBOURG INVESTMENT FUNDS ENVIRONMENT» Mrs. Annemarie Arens 2

3 LuxFLAG Mission and values Launched in 2006, LuxFLAG, is a non profit making, independent organisation that supports the financing of sustainable development by providing clarity for investors through awarding Labels to investment funds which meet specific published criteria Responsibility Transparency Clarity for regg Investors Independence Sustainability 3

for investors through awarding Labels to investment funds which meet specific published

4 Responsible Investing Categorisation LuxFlag labels 4

5 LuxFLAG Labels 5

6 LuxFLAG Labels offer To Investors: LuxFLAG Labels help investors identify investment funds that are active in Responsible Investment LuxFLAG seeks to encourage transparency by investment funds on environmental, social and governance (ESG) performance LuxFLAG regularly shares with investors relevant information on investment funds active in Responsible Investment To Asset Managers: LuxFLAG Labels enhance the visibility of investment funds and reflect the asset managers commitment to Responsible Investment The LuxFLAG Labels help managers to demonstrate that they are committed to investing in Responsible Investment The LuxFLAG Labels help managers to attract investors interested in Responsible Investment 6

Investment To Asset Managers: LuxFLAG Labels enhance the visibility of investment funds and reflect the asset managers commitment to Responsible Investment The LuxFLAG Labels

7 Why Luxembourg and why LuxFLAG With over 3000 bn assets in funds, Luxembourg is the second largest investment fund center in the world and a global center of expertise in crossboarder distribution. Through registered sale accross 70+ jurisdictions, Luxembourg has a broaden view on investor needs and appetite for SRI. By granting a label to responsible investment funds, Luxembourg gives confidence to investors and helps asset managers to raise capital for responsible investment. The eligibility criteria, set by a panel of independent industry experts, consultants and practitioners, could form the basis of European standards for ESG processes and procedures 7

By granting a label to responsible investment funds, Luxembourg gives confidence to investors and helps asset managers to raise capital for responsible investment.

8 Client Testimonial Eric VAN LA BECK Directeur R&D ISR OFI AM «OFI Asset Management s est distinguée en étant la première société française à avoir obtenu le label européen LuxFLAG ESG pour un de ses fonds ISR. Ce label est délivré aux fonds ISR respectant des critères spécifiques environnementaux, sociaux et de gouvernance (ESG) à partir d un processus d investissement discipliné, et soumis à une évaluation rigoureuse réalisée par le comité d éligibilité de LuxFlag assurant de son fort engagement en faveur de l investissement Responsable. L investissement responsable ne cesse de gagner de l intérêt auprès des investisseurs qui investissent de manière croissante dans des stratégies qui intègrent dans leur processus de sélection des critères ESG. Le label LuxFlag est internationalement reconnu et atteste de la qualité de l approche responsable du processus de gestion facilitant la distribution de ce type de fonds/stratégies.» «OFI Asset Management is pleased to be one of the first mover for the LuxFLAG ESG Label which is granted to investment funds which meet specific criteria related Environmental, Social and Governance (ESG). The LuxFLAG ESG Label is appropriate for investment funds which truly incorporate disciplined ESG criteria in their investment process. The rigorous assessment of ESG strategies carried out by LuxFLAG, reassures our strong commitment towards Responsible Investing. Responsible Investing is steadily gaining momentum with investors showing a growing interest in investment strategies that integrate ESG criteria. With the LuxFLAG label, OFI s fund meets the best sustainable standard and extends the perspective of international development and distribution, the LuxFLAG label being independent and internationally acknowledged. 8

Ce label est délivré aux fonds ISR respectant des critères spécifiques environnementaux, sociaux et de gouvernance (ESG) à partir d un processus d investissement discipliné, et soumis à une

9 Client Testimonial Jacob Nordby Christensen, Executive Vice President of Sparinvest S.A., Nichola Marshall, Head of Responsible Investment Sparinvest S.A. Sparinvest is delighted to be one of the first companies to have received a LuxFLAG ESG label for one of its funds. The label is awarded only to funds incorporating strict ESG criteria in their investment processes, so that they meet the requirements of ethical investors. What I find particularly appealing about this new label is the fact that it has an Eligibility Board attached to it, made up of senior figures from the European ESG research industry. This means that any fund seeking to obtain the LuxFLAG ESG label will not only have to be approved by this Board, it will also have to undergo an annual external audit to ensure that it remains ethical. This a very credible approach, providing smaller investors with the same kind of level of due diligence that large institutional investors get by employing consultants. The fund management industry should applaud this innovative and democratic approach to fund labelling, and support the LuxFLAG initiative. 9

The label is awarded only to funds incorporating strict ESG criteria in their investment processes, so that they meet the requirements of ethical investors.

10 Your Marketing Partner Benefits to you Enhance visibility and become part of the joint ALFI contacts database Join the wider ALFI /LuxFLAG community Consideration for 1 speaker slot per year in one of ALFI/LuxFLAG 30+ conference events Inclusion of your funds name in our regular communication letter to approximately 160 pension funds across Europe 1 dedicated article per year in LuxFLAG Newsflash/newsletter Privileged visibility and inclusion in Fundsquare Distribution Platform database Free use of the LuxFLAG Label and Logo in any of your marketing material Inclusion of your website link on LuxFLAG website For 4 labels, free of charge Associate Membership From the 5 th label onwards 10% discount on the annual price 10

11 Annemarie Arens General Manager LuxFLAG 12, Rue Erasme I L-1468 Luxembourg Tel: Mobile: [email protected] Questions Thank you 11

26-30 Mobile: +352 691 22 30 26 Annemarie.

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