With €223 billion in assets under management as of June 30, 2026(1), Ofi Invest is now 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).
Ofi Invest has more than 700 employees committed to serving institutional and retail investors through distribution networks and partners in France and internationally.
The group encompasses all listed and private asset management activities, as well as real estate management, and is built around strong brands (Ofi Invest Asset Management, Ofi Invest Real Estate, Syncicap, SWEN Capital Partners and Zencap AM).
Our value proposition is to understand and anticipate investors’ needs in a world undergoing profound transitions, by offering high-performing, useful and responsible solutions that contribute to a more sustainable 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