Employee Savings Plans (ESP)
Our expertise
A comprehensive range to suit every investor profile
Lazard Frères Gestion is positioned in the Employee Savings Plans (ESP) segment, offering a comprehensive range of funds tailored to the specific needs of companies and their employees.
LFG is also accredited to manage FCPE funds eligible for inclusion in PEE, PEI, PEG and PER plans. Lazard Frères Gestion also offers a tailor-made approach to creating company-specific FCPEs.
Our product range
We offer a wide range of funds, including:
- Funds invested in a single asset class (“pure bricks”): Fixed-Income, euro or global equity funds, including a range of thematic funds ( innovation, human capital, impact, etc.);
- Multi-asset funds, which invest in several asset classes at once, with different risk profiles: cautious, balanced or dynamic.
An offer tailored to ESP systems
Lazard Frères Gestion's funds cover a wide range of solutions adapted to the construction of an employee savings and retirement offering: fixed-income funds (SRI 2 or SRI 3), multi-asset funds (SRI 3) and equity funds (SRI 4 or SRI 5), including PEA-PME funds.
Most of these funds also hold the SRI label and are classified as “Article 8” or even “Article 9” under the SFDR directive.
We also hold the necessary authorizations to manage FCPEs and create dedicated FCPEs.
A proven track record
Since the creation of the European Fund Trophy in 2011, Lazard Frères Gestion has received the award for “Best Fund Management Company” in Europe or France every year. This award, which currently applies to the category of companies managing between 71 and 100 funds, demonstrates our ability to outperform in all market configurations.
Many Lazard Frères Gestion funds also benefit from a 5-star rating from Morningstar.
Quality service
We have a team dedicated to the Employee Savings Plans business, comprising several members of the sales and marketing team, as well as an experienced legal department to handle all the regulatory aspects inherent in this market.
