Equity insurance management

Equity insurance management picks quality stocks, harbouring long-term opportunities, fully integrating environmental, social and governance criteria. Quality companies are characterised by their robust long-term business model (strong pricing power, clear growth levers, recognised management quality and recurrent cashflow) and a solid balance sheet, and also have the ability to weather economic cycles with reduced volatility.

  1. Define the investable universe. The first quantitative filter aiming to identify quality stocks, under a proprietary analysis which assesses the quality of the business model, the management and the balance sheet. The selection process is reinforced by an ESG filter, using a proprietary tool, and also by our sector and exclusion policies 
  2. Select stock within the investable universe  is based on fundamental financial and non-financial analysis used to establish a target valuation level and a target price, based on proprietary models.
  3. Construct portfolio. Taking into account the insurance management framework and constantly seeking to optimise management objectives. Investment timing, position calibration and the realisation of capital gains programmes take our anticipated equity trend scenario into account and, depending on our clients’ objectives, also non-financial ratings and the carbon intensity/footprint trajectory, for example.
  4. Pilot and control portfolio. PASS, our key dedicated proprietary insurance management tool enables investments to be simulated and selected, managed and monitored. Multi-dimensional piloting combines accounting and regulatory aspects, financial production, capital gains or losses, provisions for asset depreciation and non-financial objectives.
  • people


    Within the Insurance department, 7 equity insurance managers. €19 billion in assets under management - source Ostrum AM, 31/03/2024

  • process


    Manage, simulate, project and monitor portfolios in real time from all investment angles: financial, non-financial, regulatory, accounting, asset/liabilities allocation

  • publication


    A dynamic, fully customisable dashboard providing a consolidated, multi-approach detailed view of mandates’ investments and risks

  • Frédéric Leguay

    Frédéric Leguay

    Head of equity insurance

Reading time : 15 min.
Each month we share the conclusions from the monthly strategy investment committee which provides a summary of Ostrum’s views on the economy, strategy and markets.
Reserved for pros
Reading time : 5 min.
The ECB has started its rate cut cycle, but we do not expect rapid adjustments in the coming months. Yields should therefore remain attractive in the money market, which also offers low volatility and interest rate risk. Money market assets should therefore remain an important component of investors' asset allocation.To find out more about this interesting context, Fairouz Yahiaoui, Money market Portfolio Manager and Sanda Molotcov, Head of Credit Research at Ostrum AM share their views in this video.
Reserved for pros
Reading time : 5 min.
The Ultra Short Plus Credit strategy, an SRI investment opportunity in the very short maturity corporate bond market.‘For investors looking for regular and attractive yields, very short-term credit can offer the right solution: Short-term euro rates are at their highest in 15 years.’Emmanuel Schatz, Portfolio Manager for the SRI Credit Ultra Short Plus strategy
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