€144bn

Total Assets under Management
as at 30 June 2023

76%

AUM in ESG

1996

Launch of 1st Responsible fund

232

Highly qualified investment professionals

Consistency as a common thread

Conviction and responsibility guide our investment decisions, our ability to innovate and to constantly improve our processes. These two principles bring consistency to the strategies we develop and power to our expertise.

Boldness without foolhardiness

Our objective is simple: to deliver recurring performance over time, adjusted for risk and in line with market cycles. Our investment approach combines advanced proprietary research, which helps our managers identify the best investment opportunities, and disciplined portfolio construction within a rigorous risk management framework. This approach is applied to all our investments.

Institutionals

Meeting your objectives within your constraints

We offer you a personalised approach, in-depth knowledge of your environment, a sophisticated range of products covering all asset classes, and recognised ESG expertise that can be implemented in line with your requirements. Whether you are a pension fund, an insurance company or an insurance mutual, we work with you to develop investment solutions that optimally meet your needs, constraints and objectives. Above all, we listen to you.

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Underwriters & mutuals

A trusted partner

We offer you a combination of dedicated insurance expertise, tailored investment strategies, disciplined risk management and ESG expertise. We are your daily partner in developing the most sophisticated solutions in line with your needs.

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Distribution

Your development partner

We have selected a range of funds for you, which are adapted to an immense variety of market contexts and reflect our DNA: conviction and responsibility. Strategies that have proven their robustness and the relevance of their investment choices, calibrated to meet your clients' needs. A range that meets your expectations in terms of open architecture. We are your development partner.

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Pension Funds

Expertise across the entire value chain

We have been at your side since we took our very first steps, in 1996. We have worked with you to develop a precise expertise that integrates all your needs and constraints across your entire value chain. From our ALM (Asset Liability Management) approach for ideal asset allocation to the integration of sophisticated ESG analysis into the heart of your portfolios, we have worked together to build investment solutions that are perfectly aligned in terms of expected performance and calibrated risk.

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Sovereign Wealth Entities

At your side over the long term

We are committed to understanding your issues, sharing our expertise with you, proposing investment solutions on which we have the strongest convictions, and supporting you with the ESG know-how that we have been building up since 1996. We're here to stay.

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OUR APPROACH

Conviction and responsibility as inspiration

Our ambition is to offer our clients innovative, high-performance investment solutions that are managed with conviction and responsibility.

Proprietary research as a source of added value

From the outset, we have chosen to develop our own research. Firstly, ESG research, so that our investments respond to the major issues of today and tomorrow. And then fundamental research, for an in-depth analysis of companies, countries and sectors in order to uncover opportunities and anticipate risks. Finally, quantitative research, to broaden our investment universe and provide an additional perspective. The depth of our research is the result of a continuous investment in technology and people, continuously fed by dedicated, experienced and stable teams working in total synergy.

A structured and coherent investment process

While investment approaches differ across strategies, our investment philosophy is built on a disciplined process that combines fundamental analysis, ESG analysis and quantitative tools as appropriate. The combination of these techniques allows us to define the investment framework and restrictions for each strategy, with fully integrated risk management. It ensures transparency in our investment and divestment decisions in an increasingly complex environment. Our ability to leverage these approaches is an asset for our clients. .

A pact of trust

Our long-term vision is part of the relationship we have with our clients, which is based on listening to them and proposing investment solutions that meet their needs and constraints. We do what we say we will do, and this seals the pact of trust between us. Finally, our affiliation with a long-term investor, the New York Life Group, with its 175-year history and status as market leader in life insurance in the United States, defines the time horizon in which we place ourselves: we are here to stay, close to our clients.

Sustainability Overview

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Responsible Investment

What does Responsible Investment mean to us? What are Candriam’s convictions? Looking for the big picture?

Find our Responsible Investment approach here

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Engagement and Voting Activities

It is our conviction that Active Ownership means careful consideration of how we vote, how we engage with companies, how we prioritise topics. We tell you how, by the numbers. And real-life case studies, too.

Learn all about it here

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Sustainability Policies, Guidelines, Commitments

When we say ‘Sustainable’, what exactly is our playbook?  What do we consider a controversial policy, and how much is too much (Exclusion Policy)? How do we define our sustainable universes (Transparency Codes)?  

Find thorough explanations here

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Sustainable Finance Disclosures

How are we meeting our responsibility to transparency and disclosure under European Sustainable Finance regulations?

Find those documents here

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Sustainability Reports

We ask for transparency, and we offer transparency. We disclose how we voted, and why. We disclose details on our engagement. And we share what others, such as the UN PRI, say about us.

Find the transparency reports here

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Corporate & Social Responsibility

Sustainability, and Responsibility, must be part of the personality and culture of the firm.  We need Responsibility to be a part of ourselves in order to translate it into your investments.  

Find our CSR report here

Investing with a conscience

Our ambition is to offer our clients innovative investment solutions that have a positive impact on the economy. We offer a wide range of funds whose common denominators are the principles of conviction and responsibility that form our brand

Latest Insights

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    Euro zone: labour market still tight

    As in the United States, the labour market is tight in the eurozone. However, the nature of the tensions is quite different. While nearly 25 million jobs were destroyed at the height of the pandemic in the USA, the existence of job preservation measures (and the introduction of exceptional measures) in most European countries (short-time working in France, Kurzarbeit in Germany, ERTE in Spain, temporary unemployment in Belgium, etc.) prevented as many jobs from being lost as in the USA (graph 1).
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    Scope 3 emissions data: Handle with care

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    United States: job market still tight

    Wage trends, reflecting tensions on the labour market, play an important role in the formation of prices, particularly for services.
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    2024 seeks direction

    Following the strong rebound in financial markets in November and December of 2023, the assets most closely correlated with interest rates have partially retraced their exceptional end-of-year performance.
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    On both sides of the Atlantic, inflation was undoubtedly an important theme throughout 2023.
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    2024 Revealed : Ten convictions for a blinding future

    As December was bringing to an end another challenging year on financial markets, our CIO Nicolas Forest and Candriam investment experts observed the tradition and took some time to reflect on the past events and future potential opportunities.
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    COP28: Realistically optimistic?

    COP28 ended with a final statement that can be considered historic, mentioning for the first time the need to transition away from fossil fuels. However, this landmark deal should be considered as the start of a more ambitious journey, that will remain dependent on governments’ ability to step up their commitments and action.
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    Money Matters Again 

    Remember money market strategies? They’re back!  Once the latest rate hike is incorporated, money market strategies can offer yields above 4%!  A record path and close to a record return in money market strategies since 2001.  Money market strategies have regained their popularity as central banks have hiked rates in their fight against inflation.  
  • Patrick Zeenni, Fixed Income, ESG, SRI, Credit

    A sweet spot for euro investment grade investors

    After 2022, which covered the end of a decade of monetary policy loosening, 2023 has been the year of the repricing of the whole interest rate curve. The end of Central Banks’ "higher for longer" mantra supported a steepening of the yield curves and repriced real interest rates which are back now in positive territory, for the first time in close to ten years.

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