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
Investmentstrategien
Aktien Strategien
| unterkategorie |
|
|---|---|
| Euroland / Europa | x |
| Nordamerika / USA |
|
| Japan |
|
| Global |
|
| Asien ex Japan |
|
| Lateinamerika |
|
| Afrika |
|
| Emerging Markets (global) |
x |
| Themen / Sektoren |
x |
| Marktkapitalisierung (Large-, Mid-, Small-Cap) |
x |
| Aktiv |
x |
| Passiv |
|
| ETF |
|
| Andere |
|
Kompetenz des Hauses bezüglich Aktien Strategien
OFI 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 AM 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.
Weitere Informationen zu unseren Aktienstrategien finden Sie hier
Renten Strategien
| unterkategorie |
|
|---|---|
| Staatsanleihen |
|
| Pfandbriefe |
|
| Unternehmensanleihen | x |
| High Yield Unternehmensanleihen |
x |
| Emerging Markets | x |
| Nachrang Anleihen |
|
| ABS |
|
| Inflationsgeschütze Anleihen | x |
| Municipals |
|
| Global Unconstrained |
|
| Aktiv |
x |
| Passiv |
|
| ETF |
|
| Andere |
|
Kompetenz des Hauses bezüglich Renten Strategien
OFI 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 AM 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.
Weitere Informationen zu unseren Anleihenstrategien finden Sie hier
Geldmarkt Strategien
| unterkategorie |
|
|---|---|
| EUR |
x |
| USD |
|
| GBP |
|
| CHF |
|
| JPY |
|
| Andere |
|
Kompetenz des Hauses bezüglich Geldmarkt Strategien
OFI 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.
Weitere Informationen zu unseren Geldmarktstrategien finden Sie hier
Wandelanleihen Strategien
| unterkategorie |
|
|---|---|
| Europa |
x |
| USA |
|
| Emerging Markets |
|
| Global |
x |
Kompetenz des Hauses bezüglich Wandelanleihen Strategien
OFI 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.
Weitere Informationen zu unseren Wandelanleihenstrategien finden Sie hier
Multi Asset Strategien
| unterkategorie |
|
|---|---|
| Benchmarkorientiert |
x |
| Absolute Return |
x |
| Ohne Wertsicherung |
x |
| Mit Wertsicherung |
|
| Mit Alternatives |
x |
| Ohne Alternatives |
|
Kompetenz des Hauses bezüglich Multi Asset Strategien
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.
Weitere Informationen zu unseren Multi Asset Strategien finden Sie hier
Immobilien Strategien
| unterkategorie |
|
|---|---|
| Wohnen |
|
| Büro |
x |
| Einzelhandel |
|
| Industrie und Logistik |
x |
| Hotel |
|
| Gesundheit |
x |
| Gemischt |
|
| REITS |
|
| Andere |
|
Kompetenz des Hauses bezüglich Immobilien Strategien
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.
Weitere Informationen finden Sie hier.
Infrastruktur Strategien
| unterkategorie |
|
|---|---|
| Transport und Verkehr |
|
| Energie |
|
| Kommunikation |
|
| Versorgung |
|
| Soziale Infrastruktur |
|
| Listed Infrastructure |
|
| Andere |
|
Kompetenz des Hauses bezüglich Infrastruktur Strategien
Informationen zu unseren Strategien im Bereich Infrastruktur finden Sie hier.
Loans / Private Debt Strategien
| unterkategorie |
|
|---|---|
| Senior Loans |
|
| Leveraged Loans |
|
| Secured |
|
| Unsecured |
|
| Infrastruktur |
|
| Commercial Real Estate |
|
| Residential Real Estate |
|
| Corporate Loans |
|
| Direct Lending |
|
| Andere |
|
Kompetenz des Hauses bezüglich Loans / Private Debt Strategien
Informationen zu unseren Strategien im Bereich Private Dept finden Sie hier.
Private Equity Strategien
| unterkategorie |
|
|---|---|
| Venture Capital |
|
| Mezzanine |
|
| Buyout |
|
| Spezialsituationen |
|
| Listed Private Equity |
|
| Andere |
|
Kompetenz des Hauses bezüglich Private Equity Strategien
Informationen zu unseren Strategien im Bereich Private Equity finden Sie hier.
Rohstoff Strategien
| unterkategorie |
|
|---|---|
| Global (aktiv) |
|
| Global (passiv) |
|
| Edelmetalle | x |
| Industriemetalle |
|
| Ohne Agrarrohstoffe |
|
| etf |
|
Kompetenz des Hauses bezüglich Rohstoff Strategien
For more than 10 years, OFI Asset Management has developed capabilities on the market for commodities, offering innovative solutions to be exposed to the metals market.
Weitere Informationen zu unseren Rohstoffstrategien finden Sie hier
Emerging Market Strategien
| unterkategorie |
|
|---|---|
| Aktien |
x |
| Renten - Staatsanleihen |
|
| Renten - Unternehmensanleihen |
|
| Renten - Hard Currency |
x |
| Renten - Local Currency |
x |
| Renten - unconstrained |
|
| Wandelanleihen |
|
| Gemischt - Aktien + Renten |
|
| Andere |
|
Kompetenz des Hauses bezüglich Emerging Market Strategien
Kurze Aussagen zur Kompetenz und den USPs des Hauses
Factor Investing Strategien
| unterkategorie |
|
|---|---|
| Aktien | x |
| Renten |
|
| Multi Asset |
|
| Andere |
|
Kompetenz des Hauses bezüglich Factor Investing Strategien
OFI AM offers innovative solutions combining quantitative investment with SRI.
Nachhaltigkeit - ESG
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 |
x |
| Ausschlusskriterien |
x |
| Positiv Screening |
|
| Impact Investing |
x |
| Engagement / Active Ownership |
x |
| Mindeststandards / Normenbasierte Kriterien |
|
| ESG Reporting |
x |