OFI ASSET MANAGEMENT
Adresse:
22 rue Vernier
75017 PARIS – FRANCE
Telefon:
+ 33 1 40 68 17 17
Webseite:
Teamgröße:
4 Mitarbeiter (institutioneller Bereich)
75017 PARIS – FRANCE
Ansprechpartner für das institutionelle Geschäft
Nunzia ThiriotHead of Asset Management
+49 69 756193 73
nunzia.thiriot@olb.de
Christoph Zitt
Senior Sales Manager
+49 69 756193 36
christoph.zitt@olb.de
Unternehmensüberblick/Kurzbeschreibung
Incorporated in 1971, OFI Asset Management is one of the most important French asset management companies with almost 73 billion Euros in assets under management at end of June 2019.
The Group has honed its expertise in both collective management and discretionary management, in listed and unlisted assets, and offers a range of solutions and services tailored to a diverse range of investor profiles.
OFI Asset Management is one of the biggest independent SRI Asset Manager on the French market and is backed by two large institutional groups, Macif and Matmut, that provide a solid shareholder base and is anchored in the social economy.
Strategic Partnership with OLB (Oldenburgische Landesbank): Theodor-Heuss-Allee 108, 60486 Frankfurt am Main, GERMANY, Contact: +49 69 756193 46, asset.management@olb.de, www.olb.de
Im deutschsprachigen Markt aktiv seit: 2017
Assets under Management in Zahlen (in Mio. Euro)
Angebotene Investmentvehikel
Services
Performancemessung/-Verifzierung
Angebotene Assetklassen
Equity
| Global | Europe | Germany | US | Japan | Asia/Pacific | Emerging Markets | Andere: | |
| Aktiv/Passiv (auch ETFs) | X/ | X/ | / | X/ | / | / | X/ | / |
| Quantitativ/Qualitativ | X/X | X/X | / | X/X | / | / | X/X | / |
| Small Cap/Large Cap | /X | X/X | / | /X | / | / | /X | / |
| Growth/Value | / | X/X | / | / | / | / | / | / |
| Absolute/Relative Return | /X | /X | / | / | / | / | / | / |
| Factor Investing | ||||||||
| ESG-Ansatz/Impact Investing | X/X | X/X | / | X/ | / | / | / | / |
| Andere: Low Vola | X |
Bonds
| Global | Europe | Germany | US | Japan | Asia/Pacific | Emerging Markets | Andere: | |
| Staatsanleihen | X | X | ||||||
| Corporate Bonds | X | |||||||
| High Yield | X | |||||||
| Convertible Bonds | X | X | ||||||
| Absolute Return Strategien | ||||||||
| Inflation Linked Strategien | ||||||||
| Geldmarktstrategien | ||||||||
| ESG-Ansatz bzw. Impact Investing | X |
Alternative Investmentlösungen
Multi asset allocation and Solvency 2 allocation Liability driven
Real Estate
| Core/Core+ | Value-added | Opportunistic | Andere: | |
| Spezialfonds | X | |||
| Publikumsfonds (offen) | ||||
| Sektorenfonds | ||||
| REIT-Fonds | ||||
| Fund-of-Funds | ||||
| Closed-end-Funds | X |
Erläuterung zu den angegebenen Produkten bzw. Strategien
The OFI Group's management offer is aimed at two types of clients, the institutional and semi-institutional clientele as well as the clientele of distributors (multi-manager, private bank).
With this in mind, OFI Asset Management provides German and Austrian investors with a comprehensive and robust set of investment solutions and services that specifically addresses institutional needs and constraints (mainly those of insurance companies and pension funds).
Similarly, the company offers a wide range of products (11 products are currently registered in both countries) that cover the largest classes of assets: Euro and European equities, bonds, a range of convertible bond funds and diversified funds.
Most of these products belong to the "OFI responsible solutions" offer, representative of the research, analysis and management expertise developed over more than 20 years by the group in the field of responsible finance.
Erläuterungen zu Research/Investmentprozess
OFI AM has organised its internal research teams as follows:
- The credit analyse team consists of 8 analysts. The team covers the analysis and the monitoring of issuers. Each analyst is specialized by sector and by credit segment. Exchanges between analysts and management teams occur daily.
- The SRI research team with 6 analysts specialized in the studies of extra-financial data. They carry out in-depth ESG (environmental, social and governance) analyses with a strong focus on the specificities of each sector. Their studies are complementary to the financial analyses. Analysts are responsible, among other things, for assessing the SRI profile of issuers and producing a sectorial classification.
- An analyst dedicated to impact investing research. All portfolio managers are also analysts.
Investment processes are specific to each asset class but they are all structured around the monthly allocation committee whose objective is to define OFI central scenario for the different asset classes based on the financial markets and the macro-economic indicators.
Funds managers use OFI central scenario and internal analyses to construct their portfolios.
Welche Rolle spielen ESG-Ansätze und -Faktoren in den Investmentansätzen?
OFI Group has been committed to managing and promoting responsible finance for more than 20 years. Our SRI philosophy is based on the conviction that issuers integrating ESG issues into their strategies offer better longterm development perspectives.
Engagement policy together with issuers assessment are key in our ISR process. Engagement is aimed at influencing corporate behaviour, emphasizing the importance of taking better account of ESG factors. This policy is expressed in two ways: dialogue with companies and intervention at General Shareholders' Meetings.
OFI AM has designed a dedicated range of responsible investment Funds (OFI RS) structured around 4 responsible approaches: Engagement, Ethical, Best in Class, Thematic investments like Climate Change and Impact Investing.