Odoo - Sample 1 for three columns

OFI Asset Management

22, rue Vernier

F-75017 Paris

www.ofi-am.fr

Ansprechpartner Institutionelle Anleger

Stephan Jacobs

Senior Sales Manager - Active Fund Placement

Telefon: +49 69 3487 2779-5

E-mail: sj@fundplacement.de

Ansprechpartner Wholesale Anleger

Andreas Kümmert

Managing Director - Active Fund Placement

Telefon: +49 69 34 872 77 91

E-mail: ak@fundplacement.de

Ansprechpartner Institutionelle Anleger

Nicolas Aubagnac

Deputy-Head of International Development

Telefon: +33 1 56 68 54 78

E-mail: naubagnac@ofi-am.fr

Ansprechpartner Wholesale Anleger

Christophe Mallet

Head of International Development

Telefon: +33 1 40 68 18 09

E-mail: cmallet@ofi-am.fr

Unternehmen im Überblick

Wir sind für die Zukunft gut gerüstet um nachhaltige Werte zu schaffen. Die OFI-Gruppe engagiert sich seit 25 Jahren für ein verantwortungsbewusstes Finanzwesen und hat sich als führende Adresse und französischer Marktführer für SRI-Investments etabliert.

Die 1971 gegründete OFI-Gruppe verwaltet ein Vermögen von 73 Mrd. Euro (30/06/2021) für institutionelle Investoren und Privatkunden.

Die Gruppe ist in der sozialen und solidarischen Wirtschaft verankert. Ihre Hauptaktionäre sind die französischen Versicherungsverbände Macif und Matmut.


Marktposition und Zielkunden

Institutionelle Investoren und Wholesale

Allgemeine Investmentphilosophie

OFI AM is a committed, innovative, and solid asset manager. We have been a specialist in Responsible Finance for 25 years. We have been servicing professional clients’ needs for 50 years: allocation constraints, tactical management strategies, regulatory requirements with a tailor-made approach. OFI is also a specialist in providing innovative investment solutions in listed and unlisted assets

esg philosophie

The OFI Group was founded in 1971 and embraced the values of mutuality and social economy very early on. Sustainable development is naturally rooted in these values and represents one of the group’s resolute undertakings.

The OFI Group’s SRI philosophy is based on the conviction that issuers incorporating environmental, social and governance (ESG) issues into their strategies offer better long-term growth prospects.

Alongside the usual financial research, a non-financial analysis of issuers provides a better understanding of the risks and opportunities at stake. In addition, favouring issuers that incorporate ESG criteria helps to support and promote sustainable development while creating value for the long term.

Ausführliche Informationen zur ESG Philosophie von OFI Asset Management sowie ESG-bezogenen Maßnahmen und Aktivitäten finden Sie hier

organisation

kategorie
ESG-Officer / ESG-Abteilung
x
Nachhaltigkeits-/ESG-Bericht (Unternehmensbericht)
x
ESG Rating (Unternehmen)
x
Unterzeicher der UN PRI
x
TELOS ESG Company Check
PLATIN 


anlagestrategien

anlageklasse
Aktien x
Renten x
Wandelanleihen x
Multi Asset
x
Immobilien
Andere

Kompetenz des Hauses bezüglich ESG Strategien

The OFI Responsible Solutions (OFI RS) brand caters to all investors seeking a concrete approach to incorporate sustainable development issues into their investment strategies.

The OFI RS range of funds covers all the main asset classes and regions. It is built on three responsible investment approaches which can be combined.

  • The « Best-in-Class » fund management strategy consists in selecting the most highly-rated companies within each sector based on ESG (Environmental, Social and Governance) criteria.

  • Our approach of thematic investing consists in identifying companies that are actively involved in themes considered to promote sustainable development.

  • Impact investing consists in investing in companies that have a positive and measurable impact on the environment and/or society while also delivering financial performance.

For instance, a portfolio may be built from a Best-in-Class perspective while also adhering to a specific investment theme.

The OFI RS range is regularly awarded labels and prizes, offering funds with the new SRI label issued by the French state, the Luxembourg label Luxflag, the Finansol solidarity savings label, the FNG label, the highest rating given by Climetrics and the Greenfin label.

 

ESG verfahren und methoden

verfahren / methode

ESG Intergration
x
Best in Class Ansatz
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Ausschlusskriterien x
Positiv Screening

Impact Investing
x
Engagement / Active Ownership
x
Mindeststandards / Normenbasierte Kriterien

ESG Reporting
x