By Anne Le Borgne, Thematic equities portfolio manager and Isabelle Erimo , Head of investment specialists
CPR Croissance Dynamique
A global balanced fund whose objective is to outperform the benchmark over a 5-year min. investment horizon while delivering a maximum ex-ante volatility of 20%. The fund's equity exposure ranges from 50% to 100%.
CPR Croissance Réactive
A global balanced fund whose objective is to outperform the benchmark over a 4-year min. investment horizon while delivering a maximum ex-ante volatility of 15%. The fund's equity exposure ranges from 20% to 80%.
CPR Global Silver Age
CPR GLOBAL SILVER AGE's investment objective is to outperform global equity markets over the long-term by leveraging on the momentum of stocks with exposure to the theme of ageing population (primarily in pharmaceuticals, medical equipment, savings banks, leisure, old-age dependency, safety, and well-being). The fund is feeder of CPR Invest - Global Silver Age, sub-fund of the CPR Invest Luxembourg Sicav.
In the headlines
THEMATIC EQUITY - Looking for happiness among millenials
CPR AM focuses on ESG at the Agefi Global Invest Forum
CPR AM focuses on ESG at the Agefi Global Invest Forum
CPR AM is happy to share with you its participation as a sponsor to the coming Global Invest Forum organized by the AGEFI on October 11th and 12th.
Press Release - CPR AM - CPR AM licenses five funds with new climate rating, Climetrics
London, December 5, 2018 - CPR Asset Management, part of Europe’s largest asset manager Amundi , has become the first asset manager to license climate rating Climetrics to market its funds.
Thematic equities - Megatrends - Our future is emerging now... let's shape it together
By Fanny Cutard, Head of marketing retail
CPR AM launches Trendsformative.com, its site on megatrends
CPR AM launches Trendsformative.com, its site on megatrends
Trendsformative.com is an information site dedicated to the themes that define today's world and shape tomorrow's. Its objective is to propose articles on the four main trends (Demographic & social changes, economic changes, technological revolutions, environmental challenges) identified by CPR AM, to highlight the watch made on these megatrends and above all to make it available to everyone.
ESG, an innovative approach incorporating risk
How are ESG criteria incorporated in the eurozone equities?
Our news
06/12/2018
Press Release - CPR AM - CPR AM licenses five funds with new climate rating, Climetrics
04/12/2018
CPR AM - Gold & Mines - A brighter outlook… Arnaud du Plessis - 06/12
12/11/2018
Investment Insights - November 2018
12/11/2018
Macroeconomic Environnement - Investment in education, a publicand private priority
09/11/2018
CPR AM - Decoding - Why the Fed may only raise by 15 bps the Interest rate On Reserves in December - Bastien Drut
Inside Thematic Investments
29
Year's experience
46
Billion euros in AUM
104
Employees - of which one third are investment professionals
Source: CPR AM, as of December 2017
Our expertise
Multi-Asset
Multi-Asset management was developed by CPR AM from the moment the firm was founded and has now taken its place as one of its core capabilities. Based on a top-down approach, the process has been combined since 1996 with a proprietary asset allocation model covering a global universe. This model has been constantly enriched and is based on a probabilistic multi-scenario approach whose objective is to optimise the risk-return pairing over a given time horizon.
Thematic investing
Our thematic approach provides an alternative to traditional strategies by seeking to capture sources for growth and performance through genuine long lasting trends to offer sustainable solutions to our clients.
Bonds
The bond managers handle the entire spectrum of bond investments, with a broad range of conventional and innovative solutions:
Innovative and active allocation strategies are independent of conventional benchmarked approaches.
Our pure directional approaches tap into the carry of asset classes (credit or inflation) without exposure to interest rates variations.
A bond allocation approach with two separate and complementary performance drivers aiming to offer a highly robust solution regardless of market configuration.
Research and Strategy
Aware of the importance of macroeconomic research and a proper assessment of financial and fiscal policies, CPR AM has from the start provided a Studies and Strategy desk for its fund management activities
Dynamic multi factor investing
Combining a traditional fundamental analysis with a quantitative model, the multi-factor management translates into creating widely diversified portfolios.
Cash management solutions
More than one third of assets managed by CPR AM are in money-market and short term funds, which focus on : optimising liquidity, risk taking that is adjustable to market conditions and daily and close monitoring of risks.