SGAM_Vortrag_Lasnier de Lavette - FONDS professionell

Investment processKey metrics factors used for company evaluation: the example of LVMH[ Luxury & Lifestyle Strategy ] Beyond quantitative analysis. qualitative metrics have been developed based on specific criteria ofthe sectorExposure to tourism---Geographic expansion+++Currency hedging-Line extension++Pricing and mix power+Brand image++Management quality+++Innovation capacity++(range from « --- » to « +++ »)TOTAL++January 08Société Générale Asset Management32