A new dimension for the future
A center of excellence at the service of all investors and sustainable finance
Ofi Invest
Core portfolio management

Core portfolio management

Asset allocation and investment solutions

Diversification

Diversification

Non-listed assets, private equity, infrastructure and emerging markets

Real-estate management

Real-estate management

Asset and property
management

Core portfolio management

Core portfolio management

Asset allocation and investment solutions

Diversification

Diversification

Non-listed assets, private equity, infrastructure and emerging markets

Real-estate management

Real-estate management

Asset and property
management

With 203.6 billion euros in assets under management as of the end of 2023(1), Ofi Invest is now the fifth-largest French asset management group(2).
It is the sole asset management division and one of the four brands of Aéma Groupe, alongside MACIF, Abeille Assurances and AÉSIO mutuelle.
Ofi Invest has more than 650 employees committed to serving institutional investors and able to call on distribution networks and partners in France and internationally.
The group encompasses all listed and non-listed assets under management, and real-estate asset management, buoyed by strong brands.
Our value proposition lies in understanding and anticipating investors’ needs in a transitioning world, by offering high-performance, useful and responsible solutions to benefit an economy that we strive to make more virtuous.
Ofi Invest, a new dimension for the future.

(1) Source: Ofi Invest as of 31 December 2023, proforma scope including Egamo
(2) Source: Financial communications of the entities concerned, as of 12/31/2022
Interview with the executive team

The strength of a group

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

as

More than 650 employees
+ 650

employees(1)

€203.6 bn in AuM as of 31 December 2023, proforma scope including Egamo
203.6 bn

in AuM(1)

5 th largest french asset management group
5 th

largest french asset management group(2)

(1) Source: Ofi Invest as of 31 December 2023, proforma scope including Egamo - Only employees on fixed-term or permanent contracts
(2) Source: financial communications of the entities concerned, as of 12/31/2022
Groupe VYV and Ofi Invest Asset Management have signed a long-term partnership agreement in the field of asset management. Ofi Invest Asset Management has thus become the exclusive delegated securities manager, including the EGAMO subsidiary sold to it by Groupe VYV. The partnership took effect on 1 January 2024. The proforma AUM figures shown above therefore include AUM at both Ofi Invest and EGAMO at end-December 2023.

Our convictions

Climate imbalance, energy crisis, geopolitical disruptions, populations shifts, …

The absolute and urgent need to build new balances by modifying modes of production and consumption for a viable world that calls on the responsibility of each of us.

Finance is a driver and accelerator of these transformations by steering investments to forward-looking actors committed to this energy, environmental and social transition.

As a responsible investor, we make it our business to identify, select and guide, over the long term, projects, companies and clients who design the future without dreaming it and who make finance a means and not an end, while focusing on a performance target.

The best way to take action for a new, fairer world that is more respectful of the planet and people, a world that has a future:

Ofi Invest - To allow our clients, through their investments, to finance the development of a virtuous economy that is a source of opportunities and performance

to allow our clients, through their investments, to finance the development of a virtuous economy that is a source of opportunities and performance

Ofi Invest - To be an active shareholder who engages with companies in assisting them in shaping their futures

to be an active shareholder who engages with companies in assisting them in shaping their futures

Ofi Invest - To establish an investment policy that promotes companies providing solutions for this transformation and participating fully in it

To establish an investment policy that promotes companies providing solutions for this transformation and participating fully in it

Ofi Invest - To serve collective performance</span> by the actors of a virtuous ecosystem, thanks to responsible finance

to serve collective performance by the actors of a virtuous ecosystem, thanks to responsible finance

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