Ostrum in a nutshell

As experts in active fundamental management  for more 30 years, we help our clients achieve their financial goals.

To accomplish this and deliver the best investment results, our fund managers build their convictions using high-quality proprietary research and stringent risk analysis conducted at every stage of the process.

Based in Europe, with offices in the United States1 and Asia2, we offer an extensive range of bond funds, equities funds and insurance portfolio management, as well as alternative strategies, addressing the needs of investors all over the world.

1. In the United States as Ostrum Asset Management U.S. LLC, an SEC-registered Investment Advisor.

2. In Asia as Ostrum Asset Management Asia Limited, an asset management company approved by the Monetary Authority of Singapore. Ostrum AM was created by the separation of Ostrum AM’s fixed-income and equity investment management operations into a separate subsidiary on October 1, 2018 (registered on the Paris Trade and Companies Register under number 329 450 738, previously Natixis AM).

 

Our mission is to help our clients reach their long-term financial goals by delivering the best possible investment results.

  • Philippe Setbon

    Philippe Setbon

    Chief Executive Officer

A TOP-TIER ASSET MANAGER IN EUROPE*

  • An international investment universe
  • Local offices in Europe, the United States and in Asia
  • Backed by France’s 2nd largest bank: Groupe BPCE1

 

* IPE Top 500 Asset Managers 2020 ranked Ostrum AM as the 77th largest asset manager, as at 12/31/2019. More details: ipe.com.

ALONGSIDE CLIENTS FOR MORE THAN 30 YEARS

  • Attentive to the needs of every investor, from individuals to institutionals, since 1984
  • Over 900 institutional investor, private banking and IFA clients

RESPONSIBLE AND COMMITTED COMPANY

  • One of the 1st French asset management companies signatories to the UN-PRI in 20082
  • 100% offset  of direct greenhouse gas emissions since 2016

AN EXTENSIVE RANGE OF EFFECTIVE SOLUTIONS

  • 13 fixed-income strategies
  • 10 equities strategies
  • 7 alternative strategies
  • 1 global insurance platform

Source: Ostrum AM as at 30/06/2020
1. Source Groupe BPCE as at 06/30/2020 – groupebpce.com
2.United Nations’ Principles for Responsible Investment (PRI) 2018. For methodology, see www.unpri.org. References to prizes or awards have no bearing on the future performance of any fund, manager or the asset management company.

Total assets under management

271.4

€ billion

Insurance assets under management

183.4

€ billion

Source: Ostrum AM at 30/06/2020

A HISTORY REACHING BACK TWO CENTURIES

Born of the 2007 merger of the asset management activities associated with the Caisses d'Épargne and Banques Populaires, Natixis Asset Management became Ostrum Asset Management1 in 2018.

Today, Ostrum AM is the main affiliate of Natixis Investment Managers in terms of assets under management2. Natixis Asset Management is a wholly-owned subsidiary of Natixis, the international investment bank, asset management company, insurer and financial services company of the Groupe BPCE (Groupe Banque Populaire Caisse d'Épargne), France's second-largest banking group. A public company listed on the Paris stock exchange, Natixis is 71% owned by Groupe BPCE, while the remaining 29% is publicly held.

1 Ostrum AM was created by the separation of Ostrum AM’s fixed-income and equity investment management operations into a separate subsidiary on October 1, 2018 (registered on the Paris Trade and Companies Register under number 329 450 738, previously Natixis AM).
2 Source Ostrum AM 06/30/2020

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  • 1818

    Founding of the Caisses d'Epargne. Here is Benjamin Delessert, founder of the Caisses d’Epargne in France.

    Photo credits : Caisses d'Epargne

  • 1878

    Founding of the Banques Populaires. Here is Frédéric Besse, founder of the first banque populaire, in Angers.

    Photo credits : Banque Populaire

  • 1984

    Creation of CDC Gestion by the Caisse des Dépôts (CDC), later to become Ixis Asset Management.

    Photo credits : CDC

  • 1998

    Creation of Natexis Asset Management by the Banque Populaire.

    Photo credits : Banque Populaire

  • 2004

    Ixis Asset Management becomes part of the Caisses d’Epargne.

    Photo credits : Caisse d'Epargne

  • 2007

    Creation of Natixis following a business merger between IXIS and Natexis in 2006.

    Photo credits : Natixis

  • 2009

    Establishment of Groupe BPCE, France’s 2nd largest banking group(1), the result of a merger between the "Caisse Nationale des Caisses d’Epargne group" and the "Banque Fédérale des Banques Populaires".

    Photo credits : Groupe BPCE

  • 2014

    Natixis AM opens offices in Singapore and North America (2).

    Photo credits : Ostrum AM

  • 2016

    Natixis AM offsets 100% of GHG emissions, (3) a commitment renewed annually ever since.

    Photo credits : Ostrum AM

  • 2018

    Natixis Asset Management becomes Ostrum Asset Management. (4)

    Photo credits : Ostrum AM

  • 2019

    Ostrum AM opens Hong Kong office (5).

    Photo credits : Ostrum AM

1 Source Groupe BPCE as at 06/30/2020 – groupebpce.com
2 In Singapore via the creation of Natixis Asset Management Asia Limited – an asset management company approved by the “Monetary Authority of Singapore” – a subsidiary of Natixis Asset Management. In North America via Natixis Asset Management U.S., LLC,  a company registered with the SEC as an Investment Adviser – a subsidiary of Natixis Asset Management.
3 Source: Natixis Asset Management 2016.
 Ostrum AM was created by the separation of Ostrum AM’s fixed-income and equity investment management operations into a separate subsidiary on October 1, 2018 (registered on the Paris Trade and Companies Register under number 329 450 738, previously Natixis AM).

5 Hong Kong via the creation of Ostrum Asset Management Hong Kong, Limited.

 

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