Fundamental analysis

Groupama Asset Management’s methodology for financial analysis is focused on analysis of fundamentals and aims to identify companies that are durable and successful over the long term. The analysts issue recommendations on the intrinsic risks linked to deals introduced into the portfolio and evaluate their strengths and weaknesses within their sectoral environment.
They also issue recommendations on each of the sectors monitored.

Taking into account Extra-Financial criteria

Extra-financial analysis has been progressively integrated into fundamental analysis. This approach is based on the strong conviction that financial and extra-financial analyses complement each other; the second of these (Environment-Social/Societal-Governance) being considered as a leading indicator in risk analysis and identification of new opportunities for creation of added value.

Firm convictions

The analysts use tools specifically designed to express their recommendations and share them with the fund management teams : a dedicated intranet site, joint committees and a list of firm convictions that is updated each month.

Specific studies and activities

The primary role of the Financial and Extra-Financial analysts is to produce studies that supply and support the entire investment management department. They also participate in market debates and organise press conferences on sectoral themes.