Seeking consistent and controlled performance

As a market player known for its expertise in managing mutual funds and mandates, Groupama Asset Management has built management processes aimed at achieving consistent performance and efficient risk management. Groupama Asset Management is rated “M2” by Fitch Ratings and also holds the GIPS certification for calculation and presentation of its performance.

An integrated research team

Groupama Asset Management’s Macroeconomic Research team designs the macroeconomic scenario that is subsequently integrated into the investment policy according to the different types of asset classes. The team regularly publishes its work and contributes on an ad hoc basis to press articles and scientific conferences.
Groupama Asset Management is equipped with a team dedicated to fundamental analysis which issues recommendations regarding sectors and companies (Equities and Credit), taking both a financial and an extra-financial approach.

Close proximity to customers

For Groupama Asset Management, the quality of its communications and its relationships with its customers, who have entrusted the company with the management of their funds, is of fundamental importance. Groupama Asset Management's structure provides professional investors with a service based on responsiveness and proximity. Regarding fund management, Groupama Asset Management has a single centre of management that combines the independent research activities of its 79 investment managers, analysts and economists. On the commercial side, teams ensure a close relationship with customers, meaning that their expectations can be met as closely as possible.
In the Image & Finance “Baromètre de la gestion déléguée” (an annual market study relating to institutional investors), carried out during the last quarter of 2009 among more than 150 French institutional investors, Groupama AM appears among the top-ranking companies in terms of the quality of its commercial relationships and the technical competency of its sales teams.

A continuously evolving offer

Groupama Asset Management utilises expertise gained from past experience to develop and evolve its product range (Funds of Hedge Funds, Directional Multimanagement) in such a way as to incorporate ever more specialised techniques such as absolute performance or innovative initiatives such as extra-financial ventures in the area of sustainable development. Furthermore, the company has been committed to Socially Responsible Investment (SRI) since the year 2000. Groupama Asset Management incorporates Environmental and Social criteria as well as criteria relating to Governance (ESG) into its analysis of issuers and securities.

Accelerated international development

Groupama Asset Management, a subsidiary of the mutual insurance, banking and financial services group Groupama (www.groupama.com), is mirroring its parent company’s drive for international development.
With a presence already established in Italy and Spain, Groupama Asset Management is constructing distribution partnerships. A primary example is its work with Investeam in Canada. The company is recognised as a leading European asset manager and is seeking to become a fully-fledged player on the European market.