Investment Solutions

Investment solutions, a long-standing expertise of Ostrum Asset Management

For over 40 years, Ostrum Asset Management has supported institutional investors, insurers and distributors across all market cycles. With 125 research and investment professionals, Ostrum Asset Management offers multi-dimensional, value-added solutions incorporating ESG objectives. All professionals are involved in developing customised solutions, with the advantage of a dedicated Investment Solutions team. 

This dedicated team, combined with expert and conviction-based management teams from Ostrum Asset Management and other Natixis Investment Managers affiliates, as well as Ostrum AM's in house research, are the sources of value added of our Solutions offering. This collaboration enables us to continually innovate and to best meet our clients' needs.

Ostrum Asset Management offers a true long-term partnership with each investor, based on a close proximity with each of them, in order to understand their challenges and generate tailor-made analysis and solutions. This partnership, which lies in our DNA, is made possible thanks to the stability of the teams, and their proven expertise with an average of 25 years of experience.

Finally, Ostrum Asset Management offers proven expertise in integrating new clients, with a holistic structured process, from demand analysis to investment implementation, integrating operational implementation.

Diversity of strategies and asset classes

Ostrum Asset Management offers a diversity of strategies across all asset classes, combining the engineering of its Solutions experts with the strength of the Natixis Investment Managers Group. This approach provides unique access to a wide range of expertise to meet the diverse needs of institutional investors: issues linked to regulation, ALM, return/risk/ESG objective, liquidity management, etc.

From diagnosis to implementation of the solution

Each investor is supported by our dedicated Investment Solutions team who work with all investment and research professionals to develop the appropriate solution for each issue.
The Investment Solutions team adds value particularly on advisory and engineering works: Portfolio analysis for a new client, portfolio restructuring, long-term strategic allocation, optimisation of the investment framework and definition of limits, yield optimisation, regulatory/accounting/market watch...
The solution design process is proven and rigorous, and strongly relies on ongoing communication with the investor. It aims to provide in-depth knowledge and a cross-cutting view of all investments.
 

• Identify investor issues

Universe, objectives, regulatory/accounting/financial/non-financial guidelines...

• Understand need and design the solution

Knowledge of the investor's environment (including regulatory and accounting), engineering tools...
 

• Structure the solution

Analysis and simulations, Product Engineering, Structuration Engineering, Proposal for a management framework: Solutions in the form of strategies combination if necessary, investment guidelines, leeway, etc.
 

• Implement the solution

Creation of the support, implementation of the investment solution by the dedicated team(s), with management delegations if necessary, creation of dedicated reports