EXPERTISE
Find out more about our value-added and responsible expertise in the main asset classes.
01.
SHORT-TERM SOLUTIONS
Are you looking for cash investments ?
Groupama Asset Management offers you comprehensive expertise in short-term solutions designed to meet your expectations for lower risk exposure: low volatility, low liquidity risk, a return above the money market and risk management. The investment horizons range from 1 to 18 months.
Our short-term management solutions are backed by over 30 years of expertise, €22 billion1 in assets under management, and direct market access thanks to our leading position.
1 2024/12/31
02.
speciality credit
Are you looking for investment opportunities in the less well-trodden domains of the credit market?
Groupama Asset Management offers you the services of a Specialty Credit team that combines a set of corporate bond investment strategies, including:
> High yield credit,
> Maturity fund management,
> Subordinated financial debt/hybrid corporate debt,
> Convertible bonds.
This management approach may be right for you if you have a higher risk tolerance and are looking for sources of return in less traditional areas of the credit market.
Discover our current funds :
03.
Core FIXED INCOME
Are you looking for investment opportunities in government bonds, inflation-linked bonds, credit or aggregate1 Bonds? Groupama Asset Management offers you specialized expertise in "core" portfolio fixed income products with a broad spectrum of Euro and Global strategies.
Our teams implement active fundamental investment style based on continuous monitoring and analysis of:
> Interest rates,
> Estimated quality of issuers,
> And market liquidity.
Our teams combine long-term macroeconomic perspectives with short-term tactical management to harness opportunities in the changing economic cycles.
Risk management plays a central role in the monitoring, analysis and structuring of the portfolios.
1All government and corporate bonds
2 All government and corporate bonds
Discover our current fund :
04.
SPECIALITY EQUITY
Are you looking for a long-term investment with an active, conviction-based investment approach , without the constraints of a benchmark and founded on in-depth knowledge of the issuing companies?
Groupama Asset Management offers you an expert Specialty Equity department founded on a long-term vision of investment. The portfolio managers select companies in Europe and around the world using fundamental analysis through investment processes that have been proven over different market cycles.
As a recognized leader in Small and Mid-Caps investment management since 1994, our dedicated management team aims to select companies with sustainable growth strategies that the team can support in the development of their business over the long term.
Groupama Asset Management also offers thematic funds seeking to create value from long-term structural trends (disruption and healthcare), as well as a value-oriented strategy.
Discover our current fund :
05.
EQUITY blend
Are you looking for a long-term investment with active, responsible and conviction-based investment style?
Groupama Asset Management offers you an expert Equity Blend team founded on a long-term vision of investment.
Our investment professionals select companies in Europe and around the world using a disciplined, primarily Bottom-Up approach, with no structural bias in terms of style, sector or market capitalization.
A Top-Down approach is also used to analyze the impact of our macroeconomic and financial scenario, anticipate structural trends and identify the potential of certain sectors or investment themes.
Groupama Asset Management is a long-standing player in this asset class, with its first global equity fund launched in 1963.
06.
NON-LISTED
Are you looking to diversify your portfolios and access specific market opportunities?
Groupama Asset Management offers two private debt funds exclusively reserved for institutional clients.
Since 2022, Groupama Asset Management launched a Debt fund focused on Social Impact. This solution has been seeking returns by financing French and European SMEs and mid-cap companies, while helping to address important social issues (Article 9 SFDR).
In April 2024, Groupama Asset Management launched complete its expertise by launching a solution that promote the transformation of environmental practices among companies in the agricultural and agri-food sector in France and Europe.
07.
Multi-aSSET
Are you looking for a range of profiled funds to meet your specific needs and objectives, taking into account your return/risk profile (SRI)?
Groupama Asset Management has developed expertise based on its in-house asset allocation and security/fund selection capabilities. Thanks to its distribution network, Groupama Asset Management has significant and stable assets under management.
The portfolios are actively managed with a long-term strategic view of the allocation of the major asset classes, but also with a more tactical vision to adjust the portfolios to shorter-term opportunities.
Where many asset management companies offer thematic funds with an equity profile, Groupama Asset Management stands out by offering you distinctive expertise that matches your investor appeal for thematic investing with a mixed risk profile (equities/bonds). The investment strategy focuses on the challenges of tomorrow.
08.
asset and liability management
Are you looking for tailor-made Investment across all asset classes, incorporating your accounting, regulatory and technical constraints as well as your responsible commitments?
A long-standing player in providing support to insurers, mutual insurance companies and pension and provident institutions, Groupama Asset Management offers comprehensive support, from diagnosis to the design of tailor-made, sustainable and long-term solutions.
For over 25 years, our management philosophy has been driven by a desire to generate recurring financial products while delivering long-term performance and ensuring the financial and non-financial quality of the assets we manage.