Christophe Lepitre

Mutuelle Assurance Commerçants et Industriels France SAM (MACIF) is a not-for-profit regionalized insurance firm headquartered in Niort, France. The firm was founded in 1960 by a group of retailers and industrialists to provide a range of insurance services to trade and industry workers. MACIF subsequently broadened their coverage to include trade and industrial management, employee trade unions and unions and professional bodies for the self-employed.

Candriam France SAS is the French asset management subsidiary of Candriam Luxembourg, ultimately owned by New York Life Insurance Co. in the US. The firm was founded in 1996 as Dexia Asset Management SA. Headquartered in Paris, Candriam France provides portfolio management and advisory services to pooled investment vehicles, pension plans, insurance companies, banking institutions, corporations, and charitable organizations.

CPR Asset Management SA (CPR AM) is the wholly-owned asset management subsidiary of Amundi Asset Management SA, itself a subsidiary of Rue de la Boetie SAS's Crédit Agricole SA (EPA: ACA; ADR: CRARY) in France. Founded in 1989 within the former CPR (Compagnie Parisienne de Réescompte), CPR AM is headquartered in Paris and provides asset management services for institutional, corporate, insurance, private banks, fund managers and wealth professionals in France and internationally. The firm is a responsible investor and signatory to the UN Principles for Responsible Investment (UN PRI).

Assurance Vie & Prévoyance SA is a company based in Nanterre, France. Assurance Vie & Prévoyance SA provides insurance services. Part of Allianz SE, the French company was founded in 1985 and is led by CEO Sylvain Coriat.

Carmignac Gestion SA is an independent French asset management firm which was founded by Edouard Carmignac and Eric Helderlé in 1989. Headquartered in Paris, the firm is a fund management specialist, with particular expertise in emerging markets. Their clients include institutions, high-net worth individuals and retail investors. Carmignac is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI) which integrates environmental, social, and governance considerations into their investment process.

Allianz Vie SA provides travel insurance services. The firm provides services to schools, universities, companies, language travel organizations and travel agents. Its insurance coverage includes medical and repatriation expenses to country of origin, civil liability, individual accident, and baggage insurance during outward or return travel. The company was founded in 1983 and is headquartered in Paris, France.

Part of Société Générale SA, Société Générale Securities Services SA is a company based in Luxembourg, Luxembourg. SGSS offers its customers, financial institutions and brokers, management companies, insurers and businesses, solutions adapted to their needs. SGSS provides financial institutions and brokers, asset managers and insurers, and corporates with a full range of securities services adapted to the latest market trends. Jeanne Flament Duvoux has been the CEO of the Luxembourger company since 2006.

Abeille Vie SA is an insurance management firm headquartered in Bois Colombes, France. The firm was founded in 1973 and formerly known as Aviva Vie SA. They are a wholly owned subsidiary of Abeille Assurances. Abeille Vie offers a wide range of insurance, protection, protection products and services for individuals and businesses.

LCH Group Holdings Ltd. is an investment company, which engages in the provision of rates and multi-asset clearing house solutions. Its services include clearing and post trade services. The company was founded on April 24, 2003 and is headquartered in London, the United Kingdom.

Kepler Cheuvreux SA (Switzerland) (Kepler Cheuvreux Switzerland) is the Swiss broker/dealer division of Kepler Cheuvreux SA in France. The firm was founded in 1999 and is headquartered in Zurich. Kepler Cheuvreux Switzerland provides execution services platform that supports Equities, Fixed Income, Derivatives, ETFs, and Convertible Bonds.

Amundi Asset Management SA (Investment Management) (Amundi-IM) is the investment management division of Amundi Asset Management SA, ultimately held by SAS Rue la Boétie’s Crédit Agricole SA (EPA: ACA, ADR: CRARY) in France. It was founded in 2010 when the asset management operations of Crédit Agricole SA and Société Générale merged. Headquartered in Paris, the firm develops products for institutional clients and third-party distributors and has ties with sovereign wealth funds, pension funds, institutional funds and corporate funds. They have distribution agreements with platforms in Europe and Asia. Amundi-IM is a signatory to the United Nations Principles of Responsible Investing (UNPRI).

Société Générale Gestion SA (S2G) is the wholly-owned asset management subsidiary of Amundi Asset Management SA, itself a subsidiary of Crédit Agricole SA (EPA: ACA, ADR: CRARY) in France. The firm was founded in 2006 and is headquartered in Paris. They are the successor to SGAM-Société Générale Asset Management SA, founded in 1997 to take over the asset management activities of Société Générale. In 2009 SGAM absorbed their alternative management subsidiary, Barep Asset Management SA. S2G has specific expertise in employee savings plan management and manages discretionary accounts as well as a range of comingled products. Their clients are French companies and institutions, including associations.

Part of Mutuelle Assurance Commerçants et Industriels France SAM, OFI Holding operates as a holding French company with interests in asset management services. The company is based in Paris, France.

Part of Mutuelle Assurance Commerçants et Industriels France SAM, Foncière de Lutèce SA leases land and other real estate properties. The company is based in Paris, France. The French company was founded in 1984. The CEO is Laurence Dumas.

Épargne Actuelle SA provides insurance services. The firm policies cover life, dependency and pension plans. It offers financial management services. The company was founded in 1987 and is headquartered in Bois-Colombes, France.

Talence Gestion SAS is an independent French investment management firm which was founded in 2010 by Régis Lefort, Didier Demeestère and Cathy Jeffrey. Located in Paris, Talence Gestion provides asset management services to individual and institutional investors. To align interests, the firm’s partners personally invest their savings in the funds they manage.

NewAlpha Asset Management SAS (NewAlpha) is an asset management firm headquartered in Paris, France. The firm was founded in 2009 and is a subsidiary of La Française Asset Management GmbH, ultimately held by Groupe Crédit Mutuel. It specializes in the design, analysis and implementation of innovative and personalized investment solutions on behalf of insurance companies, pension and retirement institutions, corporates and family offices. NewAlpha is a signatory to the United Nations Principles for Responsible Investment (UNPRI).

OFI Investment Solutions SA is an asset management firm headquartered in Paris, France. The firm is a subsidiary of OFI Invest Asset Management SA, ultimately owned by Mutuelle Assurance Commerçants et Industriels France SAM. OFI Investment Solutions manages open-ended funds and provides bespoke investment strategies to institutional investors.

Part of Primonial SASU, W Finance SA is a French company that provides investment advisory services. The company is based in Paris, France. W Finance was acquired by Primonial SASU from Allianz SE.

Part of Mutuelle Assurance Commerçants et Industriels France SAM, OFI MGA SAS is a French asset management company that offers a wide range of responsible investment strategies across all asset classes. The company is based in Paris, France. With a historical experience in customized management, OFI MGA provides investment solutions in listed and unlisted securities and services adapted to all types of investors. The company was founded in 2004. The CEO is Frédéric Lebel.

FOURPOINTS Investment Managers SAS (FOURPOINTS) is an investment management subsidiary of Homa Capital SA in France. The firm was founded by Béatrice Philippe in 2012 when PIM Gestion France and IT Asset Management merged. Headquartered in Paris, FOURPOINTS offers investment solutions for retail, institutional and CGPI clients. It is available through a wide variety of management methods: management under mandate, managed management, equity funds and diversified funds of funds.

Ellipsis Asset Management SA (Ellipsis AM) is an asset management firm headquartered in Paris, France. In 2022 Kepler Cheuvreux SA acquired the firm from Exane SA, a subsidiary of the BNP Paribas Group. Founded in 2011, the firm offers customized management services, in particular options overlay mandates to hedge equity portfolios or convertibles mandates and funds, for institutional investors, distributors, and multi-managers/structures. Ellipsis AM is a signatory to the United Nations Principles of Responsible Investing (UNPRI).

Crystal SA provides asset management services. The firm handles real estate properties, investment funds, and pension plans. The company was founded by Bruno Narchal in 1992 and is headquartered in Montpellier, France.

HSBC Global Asset Management (France) SA (Private Banking) (HSBC GAM PB) is the private banking division of HSBC Global Asset Management (France) SA, ultimately held by HSBC Holdings Plc (LSE: HSBA) in Great Britain. Originally founded in 1998 and formerly known as Louvre Gestion SA, the firm was acquired by HSBC Global Asset Management (France) SA in 2012. They manage assets for high-net worth individuals and institutions and operate with HSBC private banking entities worldwide, as well as with HSBC Global Asset Management and HSBC Alternative Investment Ltd. HSBC GAM PB is headquartered in Courbevoie. They are a signatory to the UN Principles for Responsible Investment and provide a range of private banking services including asset allocation, portfolio advisory, discretionary management and wealth management.

Rothschild & Co. Asset Management SCS (Rothschild & Co. AM) is the asset management subsidiary of Rothschild et CIE Banque SC, ultimately held by Rothschild & Co. SCA (EPA: ROTH) in France. Headquartered in Paris, Rothschild & Co. AM offers a range of asset management services which includes equities, fixed-income, convertible bonds and flexible diversified funds to institutional clients, external distributors and independent financial advisors.

Mae SC is a French company that provides fund management services. The private company is based in IF.

Part of Aéma Groupe SGAM, Abeille Assurances is a French company that provides vehicle, housing, life, health and mortgage insurance services. The company is based in Bois-Colombe, France. The company was founded in 1984. The CEO is Philippe Michel Labrosse.

Part of Mutuelle Assurance Commerçants et Industriels France SAM, Abeille IARD et Sante SA is a French company that provides property damage insurance services. The company is located in France.

SWEN Capital Partners SA (SWEN Capital Partners) is a private equity subsidiary of OFI AM & Federal Finance Gestion founded in 2014 by Jérome Delmas. The firm is headquartered in Paris, France.