Areas of Expertise

Funds search

Funds search

Responsible, active and fundamental asset management

Groupama Asset Management implements responsible, active and fundamental fund management practices, supported by recognised research that applies to the whole range of its skills and expertise as well as to those of its multimanagement subsidiary, Groupama Fund Pickers.

Fund Management relying on recognised research

In order to achieve consistent performance, Groupama Asset Management's teams implement responsible investment practices that integrate recognised research capabilities in macroeconomic, financial and extra-financial analysis as well as financial engineering.
The research teams constitute one third of the teams dedicated to asset management and their assessments are widely circulated throughout the whole company.

Creative and independent fund management teams

The fund managers are supported by these research capabilities and compare the results against prevailing ideas in the markets. This ongoing comparison gives rise to the investment ideas that can be found in the portfolios. The fund managers benefit from a high level of autonomy in building their portfolios which guarantees responsibility for performance.

Rigorous risk control

In accordance with the General Rules of the French Financial Markets Authority (AMF) [www.amf-france.org], Groupama Asset Management has put in place a control mechanism that covers all company risks. At the end of 2008, this mechanism was reinforced, restructured and divided between two distinct areas of activity, each chaired by a Head of Internal Compliance and Control (Compliance officer) and operating within a specific scope:

  • Internal Compliance and Control/Permanent Control (including risk control)
  • Internal Compliance and Control/Compliance (including ethics)

Their roles are broken down as follows:

Compliance officer – Permanent Control
Compliance officer – Compliance
Control of risks Internal control Compliance and ethics
- Risk Management (market, counterparty, liquidity, etc.)
in particular using the APT tool.
- Control of the management framework (investment limits) 		- Operational risk,
- Application of procedures and quality indicators 		- Compliance with regulations
- Compliance with market standards (investment risk, risk of standards for management control)

The two Compliance officer Heads are also supported by controls put in place by the Head of Information Systems Security (Compliance officer – Responsable de la Securité des Systèmes d’Information).The system is completed by the Internal Audit Department, which is responsible for regular audits of the entire company. One of its tasks is to evaluate the Internal Control and Compliance mechanisms.

Highest ratings and certifications

The quality of its operational platform, the stability of its teams, its financial solidity and its capacity to respond to presentation requirements for GIPS performances....all of these assets have led Groupama Asset Management to achieve the highest ratings and certifications (Fitch Ratings Note 2009, GIPS certification, SAS 70 certification, CIES certification).

Services

Learn more