Less than four months after the announcement of the merger of the activities of the Ofi group, Abeille Asset Management, Abeille REIM and Aéma REIM, Ofi Invest has been officially created and has been up and running since 1st January 2023.
This merger initiated in 2022 went through in record time and without sacrificing the quality of service that our clients have come to expect from us. Despite a challenging market environment, it achieved:
As one of the Aéma Groupe’s four brands – alongside MACIF, Abeille Assurances and Aésio mutuelle – and as its sole asset management arm, Ofi Invest has 173.6 billion euros in assets under management and more than 600 employees (Ofi Invest figures as at end-December 2022) and ranks fifth (source: IPE rankings as at end-December 2021) among French asset managers. Its organisational set-up includes a wide range of expertise in listed and non-listed assets within a multi-expertise model under the following brands:
In addition to these core portfolio and real-estate capabilities, Ofi Invest offers diversification strategies that cover a broad range of assets, with various sources of returns for investors, including:
Taken altogether, these subsidiaries manage 9.7 billion euros (Ofi Invest figures as at end-December 2022) in assets.
With a full range of responsible investment solutions, Ofi Invest aims to assemble capabilities and create solutions adapted to all categories of investors and savers, both institutionals and individuals, while tapping into distribution networks and partners in France and internationally.
In the coming years, Ofi Invest plans to develop its ambitions around two main pillars:
Looking at the longer term, the group also plans to strengthen its international footprint. Just three years after embarking on its international expansion with a dedicated strategy in Europe, Ofi Invest already has clients in eight countries in addition to France: Germany, Austria Belgium, Spain, Italy Luxembourg, Portugal, and Switzerland.
Jean-Pierre Grimaud, CEO of Ofi Invest: “The success of this project has been built on the goal of bringing together experts in responsible finance. It is also based on the commitment of our 600 employees who strive each day to make our group a benchmark offering multiple, complementary services to benefit our institutional investors and individual savers. Ofi Invest has moved up to the next level to derive greater value out of what makes us unique – our design of innovative funds, our quality of service, our proximity with clients, and our ability to offer investment solutions adapted to all our clients. Ofi Invest also endeavours to be a local player that is engaged with its ecosystem and is confident that innovation is the key to more responsible finance.”