Amadeis presents here its latest news as well as publications on various themes related to institutional investing.
Amadeis is proud to announce the renewal of its partnership with the Centre Français des Fonds et Fondations (CFF) and to make its expertise and resources available to its members. For several years now, Amadeis has been supporting the CFF 's “ Financial Management ” programme , in particular by carrying out a market study on the financial management of foundations and endowment funds. Created in 2000, Amadeis has established itself as a leading consultancy for French institutional investors,…
Frederic Petiniot, Chief Executive of Amadeis, answers Option Finance's questions on foundations' financial management. France has more than 5,000 foundations or endowment funds with some €45 billion in reserves [...], but these assets are very unevenly distributed. We can estimate that 2% of foundations account for 80% of reserves Frédéric Pétiniot link to the article Amadeis offers a complete range of services and bespoke solutions to meet the challenges of its clients in terms of financial, real…
Amadeis is proud to contribute to the ‘Fonds Objectif Biodiversité’ initiative, launched by a group of French institutional investors: Abeille Assurances, BNP Paribas Cardif, BPCE Assurances, Caisse des Dépôts et Consignations, CNP Assurances, Crédit Agricole Assurances, EDF Gestion, MAIF, MACIF, Malakoff Humanis and Société Générale Assurances. Amadeis and I Care by BearingPoint are assisting the consortium of investors in selecting the management company for the future fund and setting up a…
🔎Social responsibility, the "poor relation" of ESG? This is what André Coisne, a member of KAORI's ethics committee, and Pierre Valentin, senior advisor in charge of sustainable finance at Amadeis, have observed. Speaking to B SMART, Pierre Valentin discussed the various challenges and levers for better integration of the social component of ESG investment. It was also an opportunity to discuss the ideas behind a social taxonomy. 🔗 Replay link
At the conference-debate dedicated to "finance and Christian ethics", held on 07 February at the Collège des Bernardins, several experts on the subject answered Olivier Pasquet's (Associate Director of Amadeis) questions: Ambroise Laurent, Deputy Secretary General of the Conférence des Évêques de France, Jean-Baptiste de Franssu, President of the Institut des Œuvres de la Religion (IOR), Christine Clet-Messadi, manager of the ETHICA fund, Julien Cleguer, manager of the Fédéral Ethi-Patrimoine fund.…
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…
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…
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…
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 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…
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…
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…
[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.