News
Amadeis presents here its latest news as well as publications on various themes related to institutional investing.
Social responsibility, the "poor relation" of ESG?
🔎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
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,…
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…
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…