Expertise rooted in diversification, open architecture, and sustainable commitment, designed to meet your long-term investment goals.
€ 27.9 bn
In assets under management (as of 30/06/2025)
15
Investment professionals
3
Fund ranges
Our Approach
We have developed a comprehensive multi-management offering that is: :
• Responsive: Capturing market opportunities and mitigating downside risks during volatile periods.
• Supportive: Providing delegated management and advisory services, including mandates and dedicated fund management.
• Diversified: Allocating investments across multiple fund managers and management styles.
• Flexible: Featuring both profiled and benchmark-free portfolios to maximize adaptability.
Our investment process integrates direct securities selection to correct biases or strengthen tactical convictions.
Investment Styles
An extensive range of funds specifically designed to match risk-return profiles with investors' goals and investment horizons.
Highly responsive management without benchmark constraints, offering significant flexibility while supported by independent, ongoing risk control. This approach optimizes financial market opportunities and safeguards achieved performance.
A conviction-driven investment style based on our proprietary company valuation model.
We offer equity management with nearly 20 years of proven performance in the eurozone, targeting long-term value-creating companies positioned in major market trends. Our method combines qualitative and quantitative analysis with rigorous ESG criteria monitoring, giving meaningful purpose to investments.
A specialized management team dedicated to employee savings schemes.
We harness the group’s full expertise (fixed income, international equities, thematic equities) to manage dedicated and multi-company funds. We provide customized solutions that support companies' projects and their employees' needs, while actively aligning with clients' CSR policies. With a comprehensive range of FCPE funds and over 200 employee savings funds (including 60 employee shareholder funds), we effectively serve investors while adhering to regulatory requirements, managing total assets of €13.5 billion at the end of 2024.
“We pride ourselves on exceptional proximity and strong relationships with our distribution networks and clients.”
Jean-Louis Delhay,
CIO Crédit Mutuel Asset Management, Head of Diversified Management, Employee Savings and Opportunities.
Product
Discover all our investment solutions
An extensive range of funds to meet different needs and risk profiles.
Responsible and sustainable investing is integral to our entire fund management approach.
We are committed to offering funds that systematically address risks and opportunities related to environmental and social issues, actively financing future-oriented initiatives.
Our daily investment decisions balance the principles of risk, return, and sustainability.
