Áreas de expertise

Entender, conocer, evaluar, es esencial para nuestros clientes, que buscan obtener cada día unos mejores resultados globales.

Para permitirle controlar y justificar sus decisiones, tenemos como prioridad ofrecerle las referencias adecuadas, y ayudarle de este modo a realizar mejor el seguimiento de sus inversiones y así ofrecerle una mejor visibilidad sobre el futuro.

Nuestras competencias especializadas

Renta Variable europea de convicciones

Gestión activa
en Renta Variable

Renta Fija Unconstrained

Gestión activa
en Renta Fija

Bonnos
convertibles

Gestión
monetaria

Mixtos-global

ISR

Una visión del futuro

Nuestras soluciones de inversión

GESTIÒN DE SEGUROS

ASIGNACIÒN DE ACTIVOS

UN ENFOQUE A MEDIDA

Investigación

Desde su creación, Groupama AM ha prestado una importancia especial al estudio de las variables macro y microeconómicas para poder así tener una visión de largo plazo. Para responder a un entorno cambiante así como para favorecer nuestro análisis interdisciplinar, nuestros analistas buscan integrar un análisis económico y financiero.

  1. Un enfoque transversal
  2. Una visión de futuro
  3. Una metodología de análisis por países
  4. Evaluar los sectores y los valores

CERTIFICATIÒN E ETIQUETA

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