On the strength of its experience acquired with the insurance companies of the Groupama Group, Groupama Asset Management proposes investment solutions specifically tailored to institutional clients. These solutions are based on combining the specialized expertise in asset allocation and portfolio composition of the expert teams of Groupama Asset Management.
Groupama AM has diverse and complementary expertise that enables it to propose a broad range of tailored solutions that perfectly respond to the principal current problems of its clients:
The quest for the right balance between performance and risks is the central aim of each of the asset allocation solutions of Groupama Asset Management, in order to meet the fundamental expectations of our clients.
Groupama AM provides support to each client in the management of the risks of their asset allocation, in the search for diversification and flexibility.
These asset allocation solutions are structured around three types of allocation:
Several years of financial and stock market crisis have led to a degree of rethinking and have favoured the emergence of new investment trends.
Conceiving and developing tailored investment solutions
In markets that have become more complex and less rewarding, asset allocation, like risk/reward arbitrage, has become more difficult. In addition, numerous regulatory and accounting developments are further impacting allocation decisions.
Today, Groupama AM has diverse and complementary expertise that enables it to propose a broad range of tailored solutions and to respond to the main current problems of its clients:
The management solutions proposed by Groupama AM are enriched by numerous associated services: portfolio analysis, personalized reporting, support in carrying out ORSA (Own Risk and Solvency Assessment), calculations of SCR (Solvency Capital Requirement) …
The approach of Groupama Asset Management consists in focusing on the differentiation rather than the exhaustiveness of its proposed management services. For example, Groupama AM develops investment solutions based on the diversity and complementarity of benchmarked active management solutions (money market, fixed income and equities management), external solutions and on combining its specific expertise in asset allocation and portfolio composition (diversified management, flexible management and assets/liabilities management).