With more than 211 billion euros in assets under management as of end-December 2025(1), Ofi Invest is the fourth-largest French asset management group(2). Ofi Invest is the sole asset management entity within Aéma Groupe (which includes Macif, Abeille Assurances, and AÉSIO mutuelle).
With its strong brands, Ofi Invest encompasses all management of all assets, liquid and non-listed asset strategies, as well as real estate strategies.
With a full offering of responsible investment solutions and services, Ofi Invest is a federator of capabilities and a creator of solutions suited to all categories of investors and savers - both institutional and retail - whom it serves through networks and distribution partners in France and internationally.
Its long-standing expertise with these various client categories has allowed it to grasp and anticipate each investor’s needs and to develop synergies that offer the best service while contributing to a more virtuous and profitable economy.
Infrastructure, energy, mobility, biodiversity, health, technology, and smart & sustainable solutions are all key issues shaping the world’s economic transformations and mobilising the efforts of a whole variety of players.
These are the themes guiding the way for Ofi Invest’s fund management teams. They provide the basis on which we analyse practices and business models, explore investment opportunities and anticipate risks across listed, unlisted and real estate assets alike.
They also provide insight enhancing our understanding of the world’s major environmental, digital, social and technological transitions.
Ofi Invest’s various fields of expertise address these issues through distinct but complementary approaches:
- Ofi Invest AM explores these trends as they apply to liquid markets and offers a wide range of collective and bespoke investment solutions covering various asset classes and themes.
- Syncicap AM is based in Hong Kong and provides privileged access to investment strategies tailored to liquid assets in emerging markets, as well as research expertise focused on Asian companies.
- SWEN Capital Partners develops investment strategies across private assets including private equity, infrastructure and mezzanine debt - with a focus on themes such as regeneration of ocean biodiversity, restoring soil biodiversity, decarbonisation and addressing social and healthcare needs.
- Zencap AM finances the real economy via private debt - corporate, real estate and infrastructure - while ensuring that sustainability issues are addressed.
- Ofi Invest Real Estate incorporates new uses, standards, and environmental and social criteria in its approach to managing and creating value for its real estate assets and real estate funds.
A whole spectrum of levers for building thematic allocation strategies and creating solutions tailored to investors’ needs.
With Ofi Invest, invest in your future.
Ofi Invest’s strengths are,
Its long-standing commitment shared by all group companies to finance the development of a more virtuous economy to address the great challenges of our world
Its combination of complementary talents and capabilities in assisting each investor in achieving his/her goals by reconciling meaning, usefulness and performance
Its almost 25 years of experience within the group in steering investment decisions by analysing and measuring the impact of investments on the environment and society
Its mission of service and an approach adjusted to each of our investor clients
Its capacity to be a bold visionary in leveraging its cutting-edge capabilities while tapping into its entrepreneurial momentum
Its nimbleness as a solid and human-scale group serving our clients’ interests
Its adherence to mutualist values, making it an independent actor committed to defending the interests of all stakeholders in its ecosystem
Its strength as a group focused on a mutually profitable future