Our investment philosophy
All our investment strategies are driven by one single guiding philosophy based on three key foundations:
ACTIVE FUNDAMENTAL INVESTMENT
Our portfolio managers rely on high-quality proprietary top-down and bottom-up research to drive their investment decisions, provided by a team made up of:
- 4 economists
- 24 credit analysts
- 20 equity portfolio managers/analysts
- 7 quantitative analysts
- 1 strategist
DISCIPLINED PORTFOLIO CONSTRUCTION
Fund managers benefit from proprietary tools across each stage in the investment process, from portfolio construction to active management and use of the risk/return ratio, with specific proprietary tools and risk budgets at every step.
TEAM-BASED APPROACH
Portfolio managers, strategists and analysts work together to identify the best investment opportunities.
- 1 macroeconomic committee – Top-down – Monthly
- 1 strategic input committee – Top-down – Monthly
- 7 sector teams – Bottom-up – Regular meetings
Source: Ostrum Asset Management (previously Natixis Asset Management) as at 12/31/2017
