Areas of expertise

Every day, you have to deliver global performance and understand and justify your decisions. With a constant ear to your needs, our experts provide you with their solid experience asset management, to enable you to make the right choices.

Our mission is to bring clarity, give you the right benchmarks and offer you better visibility of the future.

Our expert teams

European High-Convictions
equities

Actives Equities

Unconstraind
Fixed Income

Active
Fixed Income

Convertibles
bonds

Money
market

Global Asset
Allocation

RSI

Bring clarity

INVESTMENT SOLUTIONS

Assets & Liabilities Management

Asset Allocation

Tailored Approach

Research

Since its creation, Groupama AM has accorded increasing importance to the study of macroeconomic and microeconomic factors in order to gain a long-term perspective. To respond to new developments and to favour analysis of cross-disciplinary questions, our research teams seek to permanently integrate the economic and financial analyses.

  1. Cross-disciplinary approach
  2. A vision of the future
  3. A country analysis methodology
  4. Evaluating sectors and securities

Certifications & Labels

GIPS Certification

Groupama Asset Management was awarded the annual certification for compliance with the Global Investment Performance Standards (GIPS®) over the period from 1 January to 31 December 2009.

The GIPS® certification covers Groupama Asset Management’s performance track record since 1 January 2003.

The GIPS® are international ethical standards for presentation of performances of assets under management on behalf of third parties. They enable a true and complete picture of past performances to be given and guarantee the provision of transparent and exhaustive information.

Conducted by Ernst & Young, the certification is evidence of Groupama Asset Management’s compliance with the GIPS® standards.

GIPS® : Global Investment Performances Standards

 

CIES Labellisation

What is CIES?

CIES stands for Comité Intersyndical de l’Epargne Salariale, the French interunion employee savings committee established in January 2002 by four of the five French trade union confederations (CFDT, CFE-CGC, CFTC and CGT) with the following objectives:

  • To jointly develop practical solutions for employees to ensure that their investments are managed in secure and fair conditions and in partnership with financial institutions practising a Socially Responsible Investment (SRI) policy, and
  • To influence the behaviour of companies by making employee savings a powerful financial lever to achieve the CIES’ SRI objectives.

 

CIES Certification

CIES certification was granted to Groupama Epargne Salariale in April 2003 for its multiple compartment FCPE (collective employee shareholding plans) offering: Groupama Epargne Responsable. To qualify for CIES certification, employee savings schemes must satisfy 8 principles:

  • All funds managed in socially responsible way
  • Broad range of external information sources and development of internal skills
  • Diversification of financial instruments based on their level of risk and security
  • Optimisation of management and account administration fees
  • An absolute majority of employee representatives in the funds’ governing bodies
  • Prior approval from the Supervisory Board for the exercise of voting rights relating to the valuation of fund assets
  • Establishment of a monitoring committee in conjunction with the trade union organisations to provide information and advice
  • Auditing of financial organisations by the CIES