News
Amadeis presents here its latest news as well as publications on various themes related to institutional investing.
Amadeis announces the arrival of Pierre Valentin as Senior Advisor, with particular responsibility for sustainable, socially responsible and impact finance.
Amadeis is proud to welcome Pierre Valentin as Senior Advisor to support its development in the field of sustainable, solidarity-based and impact finance. Aged 66, he has worked for over 30 years in leading financial institutions. A graduate of the École Polytechnique and with a PhD in Physics, Pierre Valentin began his career as an engineer before joining CPR in 1989, where he was notably Deputy Managing Director of Banque CPR (1997). In 2002, he became a member of the Executive Board of Equalt…
Fabrice Neyroumande hosted Khiplace's start-up studio at its first festival on 7 September
Amadeis, in the person of Fabrice Neyroumande, was delighted to lead and contribute to Khiplace's "start up studio" during its first festival on 7 September in the setting of the Albert Kahn Museum in Boulogne. It was an opportunity for a wide-ranging discussion on a variety of subjects, addressed in innovative ways: local authority financing, collective intelligence at the service of advisers, ESG data, decarbonisation and easier access to property. Amadeis would like to thank the various speakers for the…
Fabrice Neyroumande moderates the Khiplace round table on institutional asset management practices
Fabrice Neyroumande moderated the Khiplace round table on institutional asset management: - Management by in-house teams - Support from an investment consultant such as Amadeis - Fiduciary management Tristan Delaunay, drawing on his experience as an institutional CIO, discussed the advantages and disadvantages of the in-house option. Pascal Duval, a member of Amundi's executive committee and former head of Europe at Franck Russell, compared the investment advisory options available in virtually all…
Alexandre Lengereau answers AFP's questions on Christian finance and "ethical" funds
Alexandre Lengerereau was asked to comment on the subject of Christian finance, following Amadeis' participation, alongside Secours Catholique-Caritas France, in the creation of Kaori.Vie, a committed and responsible life insurance contract. Today, it is difficult to assess the volume of this essentially Catholic type of finance in France. The latest Observatoire des fonds d'éthique chrétienne, a study carried out by Amadeis, identified 13 investment funds with at least €20 million in assets, which…
Frederic Petiniot comments on the 2023 edition of the Palmarès des Sociétés de Gestion for Les Echos
For Les Echos, Frédéric Petiniot analyses current trends in institutional asset management and investor opinion of asset managers, based on the results of Amadeis' Palmarès des Sociétés de Gestion 2023. Extracts from the article by Caroline Mignon for Les Echos : Small management boutiques have come out of the 2022 trial by fire stronger than ever. While the previous year had seen the return of insurance management specialists to centre stage, the second-tier players, often French and independent,…
Amadeis participated in the FAMILY OFFICES & ASSET MANAGEMENT forum in Luxembourg
Amadeis is delighted to have participated in the FAMILY OFFICES & ASSET MANAGEMENT forum in Luxembourg, organized by Hubfinance. Fabrice Neyroumande, Head of Business Development at Amadeis, said :“I was honored to moderate this panel on « what is going next in the markets after the hard events on banks ».Sebastien Barbe, Fabrice Kremer and Laurent Gogermans expressed clear views that you cannot read on newspapers.Indeed they took their risk of giving forward looking bets. I hope that the audience has…
5th edition of the survey on the financial management of foundations and endowments
Amadeis has been an active supporter of the "Cercle gestion financière" of the Centre Français des Fondations (CFF) for many years. On 16th March 2023, Amadeis presented the results of the 5th edition of the study dedicated to "The financial management of foundations and endowment funds" carried out in partnership with the CFF. This year's main findings: 70% of foundations aim to increase their responsible and sustainable investments, 72% in areas that take climate issues into account, and 90% want to…
Frédéric Petiniot gives Agefi Hebdo his views on the use of hedging by institutional investors
Article published in Agefi Hebdo on 08/12/2022 : Inflation, rising interest rates and currency mismatches are all risks that can be hedged, with varying degrees of complexity. Extract from the article: There was nowhere to hide in the financial markets in 2022. Except perhaps under a hedge. For insurers, hedging against rising interest rates is a classic way of protecting themselves against massive life insurance redemptions. In an environment of persistently low interest rates, for years the main…
Amadeis is pleased to be a partner of the 14th edition of the Foulées Nonantaises
[International Day of Disabled Persons] Amadeis is pleased to be a partner of the 14th edition of the Foulées Nonantaises. The sporting event, organised by the association Courir pour les Trisomiques, brought together nearly 100 children and 300 adults in October with the aim of raising awareness of disability and sports for all.
Frédéric Petiniot: "Asset management companies no longer hesitate to charge their clients more to cover extra-financial issues".
Frédéric Petiniot discusses the stabilisation of management fees for Les Echos, based in particular on the figures from the latest edition of the Observatoire des frais de gestion institutionnelle produced by Amadeis. Extract from the article dated 29/11/2022 by Caroline Mignon for Les Echos : Since 2008, the trend has seemed inexorable. The fees charged by asset management companies across all asset classes have been falling year on year. But in its new study on management fees charged to institutional…