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