An investment approach that blends performance with sustainability to deliver long-term value.
€ 17.8 bn
In open-ended assets under management (as of 30/06/2025)
20
Investment professionals
5
Dedicated teams
Our approach
Our equity management philosophy is fundamentally driven, incorporating both financial and ESG criteria. Our portfolio managers conduct comprehensive analyses of companies and their value chains, utilizing targeted valuations and in-depth market insights.
We offer this expertise through a global fund range, specialized mandates, and dedicated impact strategies. Regular engagement with company management teams supports informed investment decisions. Our management styles are adaptable, based on value chain analysis, specific investment styles, or targeted ESG themes.
Investment styles
Grounded in precise financial criteria, rigorous on-the-ground research, and ESG analysis—particularly governance—as essential for long-term stock selection.
Designed to move beyond benchmarks, this approach identifies and invests in enduring structural trends, providing resilience through short-term economic cycles.
Focused on selecting companies within a given sector that offer the optimal risk-return profile in the prevailing economic environment (e.g., Gold, CM AM Pierre), enhancing portfolio performance by leveraging sector-specific dynamics.
Based on deep sector knowledge and insights into management teams, this unbiased, balanced portfolio strategy emphasizes promising sectors and high-potential companies. A disciplined investment process and robust risk management help achieve optimized performance across market conditions.
With a growth-driven focus, this strategy identifies promising European companies poised to become future leaders, specialized niche champions, or entrepreneurial firms whose capital preservation policies strongly align investor interests.
An actively engaged approach placing measurable social impact as the primary investment objective. Currently, we manage a diversified fund specifically oriented towards social impact.
“ESG considerations are embedded throughout our investment process. Our role as shareholders enables us to proactively engage corporate management teams on adopting best environmental, social, and governance practices.”
Caroline Lamy,
Head of Equity Product Management, Crédit Mutuel Asset Management.
Product
Discover all our investment solutions
An extensive range of funds to meet different needs and risk profiles.
Responsible and sustainable investing is central to our entire fund management practice.
Our objective is to provide investment solutions that systematically address risks and opportunities linked to environmental and social challenges, actively supporting sustainable economic activities.
Our daily fund management decisions balance risk, return, and sustainability.
