Know-how

Ogni giorno dovete fornire performance globali, prendere decisioni responsabili e motivate. I nostri operatori mettono a vostra disposizione la loro solida esperienza nella gestione di attivi, per soddisfare le vostre esigenze e permettervi di fare le scelte giuste.

Spiegare con chiarezza, dare informazioni pertinenti, offrire maggiore visibilità: questa è la nostra filosofia.

Competenze

Azioni europee
fondate sulla convinzione

Gestione
Attiva Azionaria

Unconstrained
Fixed Income

Gestione Attiva
Obbligazionaria

Obbligazioni
convertibili

Gestion
monétaire

Allocazione
Globale

ISR

Una visione del futuro

Soluzioni di investimento

GESTIONE ASSICURATIVA

ALLOCAZIONE DI ATTIVI

GESTIONE MIRATA

RICERCA

Fin dalla sua creazione, Groupama Asset Management attribuisce un’importanza crescente allo studio dei fattori macroeconomici e microeconomici in una prospettiva di lungo periodo. Per rispondere a tematiche nuove e favorire l’analisi di questioni trasversali, i nostri team di ricerca si attivano per integrare costantemente le analisi economiche e finanziarie.

  1. Un approccio trasversale
  2. Una visione del futuro
  3. Una metodologia di analisi dei Paesi
  4. Valutare i settori e i titoli

Certifications e 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