Equities
Diversified, time-tested equity strategies with specific attention to risk management
Ostrum AM has a long-standing experience in equity management, with over 40 years of expertise and 20 billion euros of assets under management. The equity research and investment teams are made up of 45 investment and research professionals who work together to deliver responsible and bespoke solutions to investors.
Our teams are highly experienced and have developed proven expertise across all market cycles, with a particular focus on risk management.
Our extensive resources enable us to continually innovate in order to offer solutions tailored to each market phase and to the evolving needs of institutional investors and distributors.
Various conviction-based equity strategies
Ostrum Asset Management offers a diverse range of equity strategies to meet investors' needs: Wealth creation, limits on volatility and drawdown, exposure to risk premiums, hedging, etc.
These strategies are accessible through open-ended funds, segregated funds and mandates and can be broken down across countries.
Fundamental Euro / Europe equities
Conviction-based selection relying on our fundamental views and proprietary research integrating ESG factors.
Insurance-type fundamental Euro / Europe equities
Conviction-based selection relying on our fundamental views and proprietary research integrating ESG factors, and respecting financial, non-financial, accounting and regulatory guidelines of insurance companies, pension funds etc.
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Emerging Asia Equities
Singapore-based teams for a better understanding of companies and business cycles in this region.
Model-based Equities
Strategies (Minimum Volatility, ESG Focus) combining active management and quantitative models with an objective to maximise performance within a pre-defined level of risk.
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Systematic & Index-based Equities
Engineering and provision of index and systematic solutions, including replications of equity indices and strategies based on systematic algorithmic models.
Overlay “Protected Equities”
Strategy designed to reduce crisis risk while seeking to maintain long term value. Use of listed derivatives to ensure transparency and full liquidity.
More information:
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A diversified range of equity strategies
Fundamental Euro, Europe, Asia Insurance-type management Model-based management Systematic & index-based management Protected Equities (Overlay)
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A solution for each investor
Open-ended or bespoke solutions across geographies and across a variety of investment styles, incorporating ESG objectives
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Active voting policy
Active voting policy on all stocks held in Europe, the United States and Asia
ESG objectives and active voting policy
Ostrum Asset Management takes all ESG dimensions into account in investment decisions. This responsible approach is based on:
- Sector policies and exclusions
- ESG factors integrated in the analyses of all asset classes
- An active voting and engagement policy
All our equity strategies, excluding Overlay, can incorporate bespoke ESG guidelines, and may be adapted to obtain a SRI Label and comply with Article 8 of the SFDR regulation.
In addition, Ostrum Asset Management implements an active voting policy. In 2024, We exercised our voting rights on 21,033 resolutions at 1,433 general meetings, with a participation rate of 97% in general meetings. We pay particular attention to Say on Climate resolutions.
