Ofi Invest Asset Management's capabilities are seen mainly in fundamental conviction-based strategies invested in the euro zone and in Europe. The management teams call on their close familiarity with the companies and their managers in identifying the best long-term investment opportunities.

Ofi Invest Asset Management is truly committed to sustainable development and offers a broad range of SRI and/or thematic funds through its OFI Responsible Solutions (OFI RS) range.

Ofi Invest Asset Management offers a wide range of bond expertise in terms of investment styles, including investment grade, high yield, bond allocation, breakeven-inflation, etc., and investment approaches (relative and absolute return, fixed maturity, etc.). These skills allow us to address various strategic objectives, regardless of the investment horizon, including the quest for yield, reduced sensitivity to higher interest rates, exploiting potentially higher inflation, and others.

The fund range features conviction-based management that calls on fundamental and relative research of issuers in close cooperation with our team of credit analysts.
Ofi Invest Asset Management is truly committed to sustainable development and offers a broad range of SRI and/or thematic funds through its OFI Responsible Solutions (OFI RS) range.

Ofi Invest Asset Management's money-market team consists of two experienced manager/analysts who have worked together since 1998. The securities selection process is based on exacting financial criteria regarding quality and prudence and includes dual credit and ESG (Environment, Social and Governance) research on issuers.

This allows the managers to generate synergies with the OFI Group’s other fields of expertise, particularly the credit research, ESG research and risk management team at various stages of the management process. Their bedrock principles are high standards in selecting issuers, dispersion of risks, and optimised management of maturities with a structural bias in favour of companies.

Ofi Invest Asset Management’s convertible bond team follow a stock-picking-based, non-benchmarked approach that seeks out companies with solid development potential and a good ESG rating. The delta of the portfolios is actively managed.

We offer three types of investment management:

• Flexible multi-asset management: a balance between asset allocation and risk control to optimise long-term portfolio performance while reducing overall risk.

• Model-driven management: quantitative strategies for determining strategic allocation, selection and tactical allocation based on each need (smart beta, international diversification, SRI/decarbonisation, etc.).

• Overlay management: heightened robustness, thanks to a predominant tactical allocation that aims to limit market and idiosyncratic risks (maximum drawdown, volatility, etc.), which is offered in dedicated and tailored investment solutions.

Our expertise includes an extra-financial approach to its investments.

OFI Pierre is the subsidiary dedicated to Real Estate. OFI Pierre's investment philosophy is distinguished by a strong attachment to the values of sustainable development and Socially Responsible Investment, but also by high standards in asset management. OFI Pierre is an expert of the French market.

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For more than 10 years, Ofi Invest Asset Management has developed capabilities on the market for commodities, offering innovative solutions to be exposed to the metals market.

Ofi Invest Asset Management offers innovative solutions combining quantitative investment with SRI.