Leveraging our strong culture of innovation, we offer clients a broad range of solutions to help them navigate an increasingly demanding regulatory environment.
Lyxor's fiduciary solutions provide institutional investors—pension funds, insurers, and foundations—with a set of modules geared toward improving investment performance and business efficiency for the asset owner. Through eleven modules available individually or in combination, Lyxor's expertise delivers a flexible, high-performance fiduciary management solution spanning the full investment value chain, from asset allocation to fund selection and management. Optimized processes and significant economies of scale ca help cut operating costs by up to 40%.
As a result of investment decisions or corporate life, many institutional investors have a myriad of legal structures for their investment holdings. This situation can preclude economies of scale or lead to operational challenges in the oversight of investments. Lyxor experts can help restructure the legal setup of investment vehicles thereby generating a leap in operational effectiveness.
Investment results are impacted by infrastructure costs and experience has shown that these costs vary greatly across investors, even among those with the same scale. Lyxor can help clients streamline the roles of service providers. And by drawing on our scale and long-standing relationships, we get better terms for the benefit of our clients.
Many institutions have assets spread across schemes or vehicles, making regular and harmonized online reporting a challenge. Even single-vehicle investors struggle to achieve timely consolidated reporting across the full range of asset classes. Via its advanced integrated digital platform, Lyxor helps consolidate global investment positions, with customized reporting on any level of the investment structure, including a look-through at the holdings of external mutual funds.
Our experienced risk management team works hand-in-hand with clients to help enhance their set-up or assist with day-to-day oversight. Lyxor uses a full range of risk management tools, allowing in-depth portfolio analysis and stress-testing while leveraging its ability to gain transparency on underlying investments across a wide investment universe.
Governance is one of the key success drivers for an investor. At Lyxor we help clients stay in control of their investments at all times. We provide dedicated contact persons who support our clients on a daily basis and act as a single point of entry to any team within Lyxor.
Research indicates that asset allocation is the main long-term driver of investment performance. Lyxor provides a wide range of tools to assess asset allocations and identify ways of improving expected risk-adjusted-returns. For defined benefit pension funds and insurers, we have developed customized methodologies integrating both the specificities of liability profiles and regulatory requirements.
Changing market conditions bring both risks and investment opportunities. Responding fast to geopolitical events or market regime changes is a key source of performance. Supported by our in-house cross-asset research team, Lyxor’s tactical asset allocation team can advise clients or allocate on their behalf.
Many investors wish to use a derivatives overlay, whether to manage risks or secure extra investment returns. However, they may face major management and operational challenges when entering into derivatives contracts themselves. Lyxor has the know-how, infrastructure and scale to act efficiently in the derivatives markets with or on behalf of clients.
Selecting external managers is both a science and an art. Some investors might not have the resources to cover the full spectrum of asset classes and investing strategies. They can draw on Lyxor’s long-standing expertise in the selection of external traditional and alternative funds, via one of Europe’s largest fund selection teams.
Lyxor provides a full range of strategies, covering both beta and diversifying alpha strategies. To find out more, visit our fund portals : www.lyxoretf.com, www.lyxorfund.com et www.mylyxormap.com.
