Groupama AM – Best Asset Management Company Europe

10/03/2021

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The award ranking uses the FUNDCLASS quantitative methodology2 (APT Methodology)3, which aims to reward asset management companies that regularly outperform their competitors, instead of measuring their outperformance compared to a benchmark.

It is with great pride and pleasure that I can announce to you that, for the second consecutive year, Groupama AM has won the following awards at the EUROPEAN FUNDS TROPHY 2020:

  •  Best European asset management company1
  • FUNDCLASS Trophy for best asset management company over 7 years1

In an exceptional global economic environment, and despite an unprecedented crisis on the financial markets last March, the quality and robustness of fund management by Groupama Asset Management has again been recognized this year. These accolades reward our active and long-term management approach, based on fundamental analysis and our integrated research department.

The award ranking uses the FUNDCLASS quantitative methodology2 (APT Methodology)3, which aims to reward asset management companies that regularly outperform their competitors, instead of measuring their outperformance compared to a benchmark. The overall score awarded to the fund range of an asset manager is calculated on the basis of a weighted mean of all the funds rated over 7 years. Funds that perform poorly detract from the overall score. The winners are divided into 8 categories according to the number of rated funds and their country of registration.

In 2020, Groupama AM continued developing its range with the launch of new investment solutions,, such as the G Fund New Deal Europe, a fund that has been awarded the “France Relance” label issued by the French government for funds that are investing in a green, responsible and sustainable economic recovery. The creation of value for our clients by means of innovation, fundamental analysis and a conviction-based management approach is the common denominator at the heart of the management strategies established by Groupama AM to achieve the ambitions we have for our clients.

We wish to thank you for the confidence you continue to place in our teams and in our expertise, and we remain at your service for any further information you may require.

 

 

 

1category of 41 to 70 rated funds.

2 For more information on FUNDCLASS – European Funds Trophy – : https://www.european-funds-trophy.eu/index.php

FUNDCLASS is an independent company that works essentially as adviser to investors on risk analysis and the analysis of management mandates and/or funds.

.3 APT: Arbitrage Pricing Theory. You can find the FUNDCLASS methodology here: https://www.european-funds-trophy.eu/en/template.php?menu=g2

 

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