GROUPAMA AM
An asset management company with a rich, 30-year history at the heart of the mutual insurance sector. Our ambition is to be the key platform for responsible investment solutions, rooted in and serving the mutual insurance universe, especially the Groupama Group, together with institutional and third-party distribution customers, in our capacity as:
- Experts in asset and liability management
- Major player in Savings and Pensions
- Partner of reference for distributors
KEY FIGURES (2024/06/30)
1993
Founded date
101
,2
BILL. €assets under management of which :
- 84.8 billion managed according to ESG criteria
- 30.3 billion managed for third parties
243
employees in France, Italy and Spain
SVILUPPO INTERNAZIONALE
INTERNATIONAL DEVELOPMENT
With its close-knit, human-scale organization, Groupama Asset Management provides a responsive and approachable structure both in France and in its international markets. Groupama Asset Management is based in France and has three branches in Italy, Spain and Romania.
CSR COMMITMENT
We aim to meet the highest standards in our 4 field of responsibility to: our employees, our customers, civil society, the environment.
Our CSR (Corporate Social Responsibility) department, which is attached to the General Secretariat, implements this strategy on a daily basis and has been in charge of the Groupama Asset Management Foundation since June 2013.
Under the auspices of Fondation de France, the aim of the Groupama Asset Management Foundation is to support actions promoting the inclusion of disadvantaged persons impacted by the demographic, digital and environmental transitions.
GOVERNANCE
The Governance system of Groupama Asset Management separates the functions of CEO and Chair of the Board of Directors.
To emphasize the company's firm roots in its parent company, the Chair of the Board of Directors is traditionally the Financual Director of the Groupama Groupe. Since 2015. the Board of Directors has included two independent directors. In application of best governance practices, Groupama Asset Management has had an established remuneration committee since 2011.
Mirela Agache Durand
CEO
Xavier Hoche
Deputy CEO
Adeline Buisson
Human Resources Director
Muriel Heitzmann
Director of Investments
Insurance and Financial Engineering
Hubert Le Lourd
Chief Operating Officer
Luca Perucco
Corporate Secretary
Marie-Pierre Peillon
Head of Research
and ESG Strategy
Pascal Marnay
Head of Financial Risk
Management and Performances
Héléne Filippi
Head of Consulting and Control
Olivier Pequeux
Chairman and director
Nicolas Assémat
Vice-Chairman and Director
Benoit Douxami
Director
Véronique Nédélec
Director
Florence Soule De Lafont
Director
Francis Thomine
Director
Groupama Assurances Mutuelles
Represented by Cécile Daubignard
CONFINTEX 2
Represented by Mikaël Cohen
Franck Guiader
Director
Pricewaterhousecoopers Audit
Statutory auditor
Nathalie Hauchard
Director
AWARDS
Gold Trophy
Le Revenu 2024
Best European bond management over 3 years
Gold Trophy
Le Revenu 2024
Groupama Global Disruption
Category Best international equity fund over 3 years
Gold Trophy
Le Revenu 2024
Groupama France Active Equity
Category Best European equity fund over 10 years
Gold Trophy
Le Revenu 2024
Groupama Global Active Equity
Best SRI World Equity Fund category
Funds magazine / Option Finance
The 50 leading asset management companies
Lipper Fund Awards Germany
Groupama Europe
Convertible NC EUR
Category Convertible Bonds Europe 10-year performance
Lipper Fund Awards
France
Groupama Global Disruption
Catégorie Actions Globales performances 5 Years
Lipper Fund Awards
France
Gan Eurostrategie
Equity EuroZone - 5 Years
Lipper Fund Awards
France
Groupama Euro Diversifié
Mixed Asset EUR Bal - EuroZone - 5 Years and 10 Years
Lipper Fund Awards
France
Groupama
Europe Convertible NC EUR
Bond Convertibles Europe - 10 Years
European Funds Trophy
Best European asset management company
over the long term (7 years) Category 41 to 70 rated funds.
Lipper Fund Awards
Europe
Groupama Europe Convertible
NC EUR,
Category Convertible Bonds Europe Performance over 10 years.
Lipper Fund Awards
Europe
Groupama Global Disruption NC EUR,
Category Global Equities Performance over 5 years
3rd place
Corbeilles Mieux Vivre Votre Argent 2023
Corbeille Long Terme - Category: Asset Management Company
Gold Trophy
Trophées du Revenu 2023
Best international equity range
Category: insurers over 3 years
Golden Trophee
G Fund World (R) Evolutions
Best international equity funds over 3 years
Top bronze
Top 2023 Eco-responsable
Groupama France Active Equity - Best Equity Fund France - ToutSurMesFinances
2 Refinitiv Lipper Fund Awards 2022
Groupama Europe Convertible NC
Category Convertible Bonds Europe, Germany and Switzerland Performance over 10 years
Fundclass
Best management company France
Category 41 to 70 rated funds Fundclass Special Award Best management company
Silver Globe
Globes de la gestion
Groupama France Active Equity - Category: Equity France Performance over 1 & 3 years
Silver Globe
Globes de la gestion
Groupama World (R) Evolutions - Category Equity World Performance over 1 & 3 years
Gold Trophy
Best European equity management
Trophées du Revenu 2022 Category: insurers over 3 years
Gold
Trophy
Best European equity management
Groupama Avenir Euro Category: Best equity fund in Europe over 10 years
Gold
Trophy
Groupama Global
Active Equity R
Trophées du Revenu 2022 Category: Best international equity fund over 10 years
Gold
Trophy
Groupama France Active Equity
Trophées du Revenu 2022 Category Best SRI equity fund over 3 years
Refinitiv Lipper Fund Awards 2022
Groupama Avenir Euro NC
Category: Equity Euro Zone S&M Caps Europe & Switzerland
Performance over 3 & 5 years - France
Performance over 5 & 10 years
Refinitiv Lipper Fund Awards 2022
Groupama Avenir Europe NC
Category: Equity Europe S&M Caps Europe & Switzerland
Performance over 5 & 10 years
Refinitiv Lipper Fund Awards 2022
Groupama Europe
Convertible NC
Category: Convertible Bonds Europe, France and Switzerland
Performance over 10 years
Refinitiv Lipper Fund Awards 2022
GAN France Select
Category: Mixed Asset EUR Bal Euro Zone - France
Performance over 3, 5 & 10 years
Refinitiv Lipper Fund Awards 2022
Groupama France Active Equity IC
Category: Equity France - France Performance over 3 & 5 years
Fundclass
Best European asset management company
Category: 41 to 70 rated funds
Fundclass
Best asset management company
Fundclass Special Prize
Morningstar
Groupama France Active Equity IC
Best France Large-Cap Equity Fund
Disclaimer: The methodologies are available from the organizers. Reference to a ranking or an award is not necessarily an indicator of future performance