€149bn
Total Assets under Management
as at 30 June 2024
77%
AUM in ESG
1996
Launch of 1st Responsible fund
201
Highly qualified investment professionals
Like no other
As a multi-specialist global investment manager, our expertise lies first and foremost with our teams – stable, experienced in the subtleties of the markets, and trained to identify the themes that will drive long-term growth. Responsible investment is at the heart of our value proposition to our clients.
Consistency as a common thread
Conviction and responsibility guide our investment decisions, our ability to innovate and to constantly improve our processes. These two principles bring consistency to the strategies we develop and power to our expertise.
Boldness without foolhardiness
Our objective is simple: to deliver recurring performance over time, adjusted for risk and in line with market cycles. Our investment approach combines advanced proprietary research, which helps our managers identify the best investment opportunities, and disciplined portfolio construction within a rigorous risk management framework. This approach is applied to all our investments.
Institutionals
Meeting your objectives within your constraints
We offer you a personalised approach, in-depth knowledge of your environment, a sophisticated range of products covering all asset classes, and recognised ESG expertise that can be implemented in line with your requirements. Whether you are a pension fund, an insurance company or an insurance mutual, we work with you to develop investment solutions that optimally meet your needs, constraints and objectives. Above all, we listen to you.
Underwriters & mutuals
A trusted partner
We offer you a combination of dedicated insurance expertise, tailored investment strategies, disciplined risk management and ESG expertise. We are your daily partner in developing the most sophisticated solutions in line with your needs.
Distribution
Your development partner
We have selected a range of funds for you, which are adapted to an immense variety of market contexts and reflect our DNA: conviction and responsibility. Strategies that have proven their robustness and the relevance of their investment choices, calibrated to meet your clients' needs. A range that meets your expectations in terms of open architecture. We are your development partner.
Pension Funds
Expertise across the entire value chain
We have been at your side since we took our very first steps, in 1996. We have worked with you to develop a precise expertise that integrates all your needs and constraints across your entire value chain. From our ALM (Asset Liability Management) approach for ideal asset allocation to the integration of sophisticated ESG analysis into the heart of your portfolios, we have worked together to build investment solutions that are perfectly aligned in terms of expected performance and calibrated risk.
Sovereign Wealth Entities
At your side over the long term
We are committed to understanding your issues, sharing our expertise with you, proposing investment solutions on which we have the strongest convictions, and supporting you with the ESG know-how that we have been building up since 1996. We're here to stay.
OUR APPROACH
Conviction and responsibility as inspiration
Our ambition is to offer our clients innovative, high-performance investment solutions that are managed with conviction and responsibility.
Proprietary research as a source of added value
From the outset, we have chosen to develop our own research. Firstly, ESG research, so that our investments respond to the major issues of today and tomorrow. And then fundamental research, for an in-depth analysis of companies, countries and sectors in order to uncover opportunities and anticipate risks. Finally, quantitative research, to broaden our investment universe and provide an additional perspective. The depth of our research is the result of a continuous investment in technology and people, continuously fed by dedicated, experienced and stable teams working in total synergy.
A structured and coherent investment process
While investment approaches differ across strategies, our investment philosophy is built on a disciplined process that combines fundamental analysis, ESG analysis and quantitative tools as appropriate. The combination of these techniques allows us to define the investment framework and restrictions for each strategy, with fully integrated risk management. It ensures transparency in our investment and divestment decisions in an increasingly complex environment. Our ability to leverage these approaches is an asset for our clients. .
A pact of trust
Our long-term vision is part of the relationship we have with our clients, which is based on listening to them and proposing investment solutions that meet their needs and constraints. We do what we say we will do, and this seals the pact of trust between us. Finally, our affiliation with a long-term investor, the New York Life Group, with its 175-year history and status as market leader in life insurance in the United States, defines the time horizon in which we place ourselves: we are here to stay, close to our clients.
Sustainability Overview
Responsible Investment
What does Responsible Investment mean to us? What are Candriam’s convictions? Looking for the big picture?
Engagement and Voting Activities
It is our conviction that Active Ownership means careful consideration of how we vote, how we engage with companies, how we prioritise topics. We tell you how, by the numbers. And real-life case studies, too.
Sustainability Policies, Guidelines, Commitments
When we say ‘Sustainable’, what exactly is our playbook? What do we consider a controversial policy, and how much is too much (Exclusion Policy)? How do we define our sustainable universes (Transparency Codes)?
Sustainable Finance Disclosures
How are we meeting our responsibility to transparency and disclosure under European Sustainable Finance regulations?
Sustainability Reports
We ask for transparency, and we offer transparency. We disclose how we voted, and why. We disclose details on our engagement. And we share what others, such as the UN PRI, say about us.
Corporate & Social Responsibility
Sustainability, and Responsibility, must be part of the personality and culture of the firm. We need Responsibility to be a part of ourselves in order to translate it into your investments.
Investing with a conscience
Our ambition is to offer our clients innovative investment solutions that have a positive impact on the economy. We offer a wide range of funds whose common denominators are the principles of conviction and responsibility that form our brand
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Private AssetsSenior Lending Gains Traction in European Lower Mid-Market
The European lower mid-market offers significant opportunities for senior lenders, driven by untapped M&A potential and flexible financing solutions. -
US elections, Asset Allocation, Macro, Florence Pisani, Emile GagnaTrump’s Economic Policy
The election of Donald Trump, coupled with the Republican Party's control of both houses of Congress, has resulted in a new political landscape in the United States. What key decisions must the new administration make? What impact will these decisions have on the macroeconomic environment, financial markets and investors? -
Research Paper, Emerging Markets2025 EMD Outlook: Beware of Fiscal Folly
The global macro environment will likely favour further dollar strength, despite the strong appreciation since the US elections in early November. Under President Trump’s second administration, we may even test the dollar highs seen during Paul Volcker’s Federal Reserve chairmanship in the 1980s. -
Bertrand Dardenne, Félix Schlang, Alternative Investments, Research PaperTrump 2.0 and Merger Arbitrage - Green light from the White House?
As we enter 2025, the arrival of a new President in the White House is generating a great deal of uncertainty. Merger arbitrage (M&A) strategies are no exception to the question: What impact can we expect from the change of administration on this asset class ? -
ESG, SRI, Healthcare, Servaas Michielssens, Linden ThomsonTime to Re-engage with Healthcare?
Healthcare share prices tend to reflect some trepidation leading up to and shortly after the US presidential elections, yet for the last five elections the sector outperformed in the 12 months following the election. -
Equities, Geoffroy Goenen, Jean-Baptiste SergeantLet’s not neglect European equities!
Since the US presidential elections, US equities have been on an uptrend driven by a certain optimism, as the expectation of tax cuts and deregulation have fuelled the hope of accelerated corporate earnings growth.
