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Interview - Simon Bond : “Our European Social Bond Fund is carefully managed with a mix of maturities to offer daily liquidity”

Paul Monthe , RF — 2019-05-28T00:00:00Z

According to Simon Bond, Threadneedle (Lux) European Social Bond Fund manager, the fund aims to balance three key elements: clear social impact, daily liquidity and financial return with a similar risk/return profile as a regular investment grade fund...

Interview - Pascal Koenig : « We believe that these concentration movements should continue, including among the leading players »

Paul Monthe , RF — 2019-04-04T07:10:06Z

According to Pascal Koenig, Partner at Deloitte, Head of asset management, the operations of M&A, search for new shareholders, team transfers have multiplied in France in recent months. He believes that these concentration movements should continue, including among the leading players.

Interview - Pierre Valentin ; “We have placed SRI at the heart of our investment philosophy”

Paul Monthe , RF — 2019-03-26T06:12:32Z

According to Pierre Valentin, chairman of Ecofi Investissements, except for wealth management Ecofi's entire range of open funds is 100 % SRI this year, whether it for equity, bond, money market or multi-asset funds.

Interview - Isabelle Bourcier : “Our ambitions is to grow in Smart Beta and SRI ETFs”

Paul Monthe , RF — 2017-12-07T06:05:01Z

Evolution of the ETF market, impact of the regulations, ongoing development at BNP Paribas Asset Management...Isabelle Bourcier, Head of quantitative and index management at BNP Paribas Asset Management shares its view with Next-Finance.

Interview - Régis Pinguet : “The two criteria used to select ETFs are its assets under management and on the other hand its replication methodology.”

Paul Monthe , RF — 2017-12-07T06:00:00Z

Régis Pinguet, head of the fund selection and analysis department at CNP Assurances, tells us more about its use of ETFs

Interview - Christophe Cattoir : “For our equity fund - weighing 10% of our assets - the trackers represent approximately 25% of our allocation”

Paul Monthe , RF — 2017-12-07T05:50:00Z

Christophe Cattoir, head of asset management at M comme Mutuelle chooses firstly trackers with high quality of index replication. Secondly, he makes sure to choose top ETF providers because these products carry a counterparty risk.

Interview - Philippe Goubeault : « More than twenty percent of our total reserves are managed through a process based on non-financial criteria »

Paul Monthe , RF — 2017-10-05T03:33:00Z

According to Philippe Goubeault, CFO of Agirc-Arrco, Responsible finance has become an essential part of its investment policy. As a result, all their request for proposals now include an SRI part.

Interview - Christian Carrega : « In the case of the Préfon-Retraite insurance contract, investment decisions comply with an SRI filter »

Paul Monthe , RF — 2017-10-04T22:32:00Z

According to Christian Carrega, CEO of Préfon and President of Préfon-Distribution, in the case of the Préfon-Retraite insurance contract, investment decisions comply with an SRI filter and insurers that invest directly in securities pay attention to the rating of issuers.

Interview - Michèle Lacroix : “SCOR has strengthened its teams to invest more heavily in bank loans”

Paul Monthe , RF — 2016-12-15T03:39:00Z

According to Michèle Lacroix, Head of Group Investment Office at SCOR, for several years, equity exposure has been strongly reduced in the group investment portfolio in contrast to its bank loan exposure...

Interview - Marie Lemarie : “We have halved our equity exposures between 2011 and 2016”

Paul Monthe , RF — 2016-12-09T02:29:00Z

According to Marie Lemarie, director of investments at Groupama SA, the conjunction of solvency and low-rate environment has militated for a reduction of the equity risk. Groupama has halved its equity exposures between 2011 and 2016.

Interview - Jean-Philippe Médecin : “Solvency II did not lead to a significant decline in our equity exposures”

Paul Monthe , RF — 2016-12-06T01:50:00Z

Jean-Philippe Médecin, funding and asset-liability management director within the CNP Assurances investment department and its team are increasingly integrating hedges to limit the effects of market drawdowns…

Interview - Agnès Lossi : "We expect a lot of progress in terms of dynamic balance sheet management and capital steering including their volatility, which is probably the major challenge for institutions."

Paul Monthe , RF — 2016-12-06T00:50:00Z

According to Agnès Lossi, Partner and Director at Indefi, market risk contribution to capital requirements is high. It represents almost 50 % of the capital needs.

Interview - Patrick Delestra : "Investing in thematic equities makes sense only if we use a specialist fund manager"

Paul Monthe , RF — 2016-11-20T23:31:24Z

According to Patrick Delestra, Head of Equity at Apicil group, a balanced portfolio must used several kinds of strategies namely Small caps which outperform over the long term, Value equities that are undervalued and Growth stocks which are expensive but offer visibility.

Interview - Salwa Boussoukaya-Nasr : « We look at all the existing strategies that are based on risk metrics, factor-based or fundamental values approaches. »

Paul Monthe , RF — 2016-10-19T01:15:00Z

According to Salwa Boussoukaya-Nasr, CFO of FRR (« Fonds de Réserve pour les Retraites ») the French reserve fund, developments are necessary for more transparency for the turnover costs generated by the implementation of Smart Beta strategies.

Interview - Michel Manteau : « We have mainly chosen minimum variance strategies because we seek to reduce the volatility of our equity portfolio »

Paul Monthe , RF — 2016-10-19T01:11:00Z

Michel Manteau, head of portfolio management at CARMF (« Caisse Autonome de Retraite des Médecins de France »), the retirement institution for french doctors tells us more about Smart Beta strategies.

Interview - Antoine Prudent : « InPact Advisory is currently conducting a mission for 5 large Swiss institutional investors willing to invest in an Alternative Risk Premia strategy »

Paul Monthe — 2016-09-28T01:55:00Z

According to Antoine Prudent, founding partner of InPact Advisory, the advantage of Risk Premia products is also to reduce costs compared to the usual pricing for alternative products…

Interview - Christian Carrega: "Today, we look at all the asset classes under SRI prism"

Paul Monthe , RF — 2016-07-25T01:23:00Z

According to Christian Carrega, CEO of Préfon, despite the actual fad, looking at all the asset classes under a prism ISR is an additional way to provide security for our affiliate investments.

Interview - Philippe Desfosses : "Since inception, the board of ERAFP has decided to put in place a 100% ISR investment policy"

Paul Monthe , RF — 2016-07-18T04:32:00Z

"This is why we are also very committed against global warming" said Philippe Desfossés, director at ERAFP.

Interview - Caroline Le Meaux Lambert : « We are looking for strategies able to benefit from upward equity trends while limiting volatility »

Paul Monthe , RF — 2016-05-19T06:54:00Z

Caroline Le Meaux Lambert, head of delegated asset management at Caisse des Dépôts for the French public pension fund Ircantec, tells us a little more about the Smart Beta concept.

Interview - Pierre Richert : « It is important to enhance transparency, performance attribution and especially regulation for quant funds »

Paul Monthe , RF — 2016-04-20T00:15:00Z

Pierre Richert, Agrica CFO – mutual company dedicated to the agriculture sector – still does not invest in quant funds. He considers necessary to enhance transparency, performance attribution and especially regulation for this kind of funds.

Who's who - Sébastien Denry

2016-11-17T00:40:58Z

Sebastien Denry, Investment specialist Quant Equity, THEAM Sébastien Denry is an Investment Specialist at THEAM, the partner of BNP Paribas Investment Partners specialized in Protected, Indexed and Model-Driven management. Sebastien is in charge of the development of the Quantitative Equity (...)

News - Euronext in exclusive talks to acquire 20% of EuroCCP and to offer user choice clearing model for equity markets

2016-05-12T15:57:16Z

• MOU signed to finalise the acquisition of a 20% stake in EuroCCP for €14M (including contribution to regulatory capital) subject to closing adjustments • Euronext to create user choice for clearing of Euronext equity markets, through a preferred CCP model followed by interoperability • This (...)

News - ING completes sale of Taiwanese asset management business

2014-04-18T07:12:33Z

ING has completed the sale of ING Investment Management Taiwan, its Taiwanese asset management business, to Japan-based Nomura Asset Management in partnership with a group of investors. The transaction, which was announced on 10 January 2014, is in line with ING's earlier announced strategy to (...)

News - Swiss Re denies being in discussions with the Agnelli family or any of its investment vehicles

2014-03-12T23:21:45Z

Contrary to market speculation, Swiss Re is not in discussion with the Agnelli family or any of its investment vehicles regarding the possible acquisition of a stake in Swiss Re.

News - ING finalises agreement to make Dutch Defined Benefits Pension Fund financially independent

2014-02-28T09:34:38Z

ING announced today that it has finalised the previously announced agreement in principle to make ING's closed Defined Benefits (DB) Pension Plan in the Netherlands financially independent. The finalisation of the agreement releases ING from all future financial obligations arising out of this (...)

News - ING posts 2013 underlying net profit of EUR 3,255 million

2014-02-12T20:29:19Z

ING Group full-year 2013 underlying net profit of EUR 3,255 million, up 22.2% from full-year 2012 2013 net result EUR 3,232 million, or EUR 0.85 per share, including divestments, special items and discontinued operations 4Q13 net result of EUR 539 million, or EUR 0.14 per share, vs. EUR 0.39 (...)

News - Fitch Publishes Tikehau Credit Plus 'Strong' Fund Quality Rating

2014-02-02T19:23:52Z

Fitch Ratings has published Tikehau Credit Plus ‘Strong' Fund Quality Rating. The fund is France-domiciled and managed by Tikehau Investment Management (Tikehau IM).

News - Fitch Affirms CPR Croissance Reactive 'Strong' Fund Quality Rating

2014-02-02T19:22:30Z

Fitch Ratings has affirmed CPR Croissance Reactive's ‘Strong' Fund Quality Rating. The fund is a flexible multi-asset global fund, managed by CPR Asset Management (CPR AM), a wholly owned subsidiary of Amundi Asset Management.

News - ING completes sale of stake in China Merchants Fund

2013-12-04T01:06:17Z

ING announced today that it has completed the sale of its 33.3% stake in China Merchants Fund, an investment management joint venture, to its joint venture partners China Merchants Bank Co., Ltd., and China Merchants Securities Co., Ltd. The transaction, which was previously announced on 8 (...)

News - ING completes sale of investment management business in South Korea to Macquarie

2013-12-02T18:04:31Z

ING announced today that it has completed the sale of its investment management business in South Korea to Macquarie Group, an Australia-based, global provider of financial services. As previously announced on 10 July 2013, the transaction does not have a material impact on ING Group (...)

News - ING prices offering of ING U.S. shares at USD 29.50 per share

2013-10-23T22:49:23Z

ING announced today the pricing of 33 million shares of common stock of ING U.S., Inc., its U.S.-based retirement, investment and insurance subsidiary. Based on the final price of USD 29.50 per share, the offering size is approximately USD 974 million (approximately EUR 706 million at current (...)

News - Fitch Affirms Austria at 'AAA'; Outlook Stable

2013-09-29T18:32:25Z

Fitch Ratings has affirmed Austria's Long-term foreign and local currency Issuer Default Ratings (IDR) at 'AAA' with Stable Outlook. The agency has also affirmed the Short-term foreign currency IDR at 'F1+' and the Country Ceiling at (...)

News - Fitch Affirms European Stability Mechanism at 'AAA'; Outlook Stable

2013-09-10T19:06:15Z

Fitch Ratings has affirmed the European Stability Mechanism's (ESM) Long-term Issuer Default Rating (IDR) at 'AAA' with a Stable Outlook and Short-term IDR at 'F1+'.

News - Fitch Affirms Denmark at 'AAA'; Outlook Stable

2013-09-05T06:07:31Z

Fitch Ratings has affirmed Denmark's Long-term foreign and local currency Issuer Default Ratings (IDR) at 'AAA' with a Stable Outlook. Fitch has simultaneously affirmed the Short-term foreign currency IDR at 'F1+' and the Country Ceiling for Denmark at (...)

News - Fitch Affirms Sweden at 'AAA'; Outlook Stable

2013-07-17T21:37:42Z

Fitch Ratings has affirmed Sweden's Long-term foreign and local currency Issuer Default Ratings (IDRs) at 'AAA'. The Outlook on both ratings is Stable. Fitch has also affirmed Sweden's Short-term rating at 'F1+' and Country Ceiling at (...)

News - Fitch Downgrades Major French Banks

2013-07-17T21:35:01Z

Fitch Ratings has downgraded the Long-term Issuer Default Ratings (IDRs) of Credit Agricole (CA), Societe Generale (SG), Groupe BPCE (GBPCE), Dexia and Dexia Credit Local (DCL) to 'A' from 'A+' and Short-term IDRs to 'F1' from 'F1+'. Fitch has also downgraded BNP Paribas' (BNPP) and CM11-CIC's (...)

News - Fitch Downgrades European Financial Stability Facility to 'AA+'

2013-07-16T06:07:31Z

Fitch Ratings has downgraded the European Financial Stability Facility's (EFSF) guaranteed and long-term debt Long-term rating to 'AA+' from 'AAA'. The EFSF's short-term (less than 12 months contractual maturity) guaranteed debt instruments' Short-term rating has been affirmed at (...)

News - Fitch Downgrades France to 'AA+'; Outlook Stable

2013-07-12T17:50:31Z

Fitch Ratings has downgraded France's Long-term foreign and local currency Issuer Default Ratings (IDR) to 'AA+' from 'AAA'. The Outlook is Stable. At the same time, the agency has affirmed France's Short-term foreign currency IDR at 'F1+' and the Country Ceiling at (...)

News - ING to sell Investment Management business in South Korea to Macquarie

2013-07-10T20:56:23Z

ING announced today that it has reached an agreement to sell its investment management business in South Korea to Macquarie Group, an Australia-based, global provider of financial services. The transaction is not expected to have a material impact on ING Group results. Subject to regulatory (...)

News - Fitch Affirms Japan at 'A+'; Negative Outlook

2013-05-16T20:15:08Z

Fitch Ratings has affirmed Japan's Long-term foreign and local currency Issuer Default Ratings (IDRs) at 'A+' with a Negative Outlook. The Short-term IDR has been affirmed at 'F1+'. The Country Ceiling has been affirmed at 'AA+'. The affirmation of Japan's sovereign ratings in part reflects the (...)