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
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