Global Investment Solutions
OFI Mandats is the first French company specialising in the management of institutional mandates.
In association with OFI AM's other areas of asset management expertise, we offer a global financial management service integrating accounting and administrative solutions tailored to various regulatory frameworks as well as the specific constraints of our clients.
Investment Philosophy
To offer a tailored process and a personalised response taking into account the risk profile of our clients, their investment strategies and applicable local regulations, within the context of an offering of financial management products providing upstream integration of all of the investor’s specific constraints.
These processes of integrated financial management, where the advisory dimension is paramount, range from strategic allocation (diagnostics of constraints), tactical allocation (macro-economic scenarios, asset allocation committee meetings), selection of assets (paper securities, internal and external UCITS), monitoring and control (reporting, Shaman model) and technical assistance.
Management Report
With the clientele of OFI Mandats mainly falling within the remit of the Insurance and Mutual Insurance Codes, a large portion of our investments are in fixed-income products.
Despite an unfavourable environment, the returns of the diversified mandates managed by OFI Mandats in 2006 are in the 1.60% to 4.80% range.
Assets under management grew by €500m (€280m in net inflows), bringing the total amount of assets managed by OFI Mandats to €6.4bn.
In 2007, OFI Mandats will continue its policy of developing its institutional client base, while offering an expanded and more flexible range of services, including accounting services, regulatory statements and forward-looking analyses.
In association with OFI AM's other areas of asset management expertise, we offer a global financial management service integrating accounting and administrative solutions tailored to various regulatory frameworks as well as the specific constraints of our clients.
Investment Philosophy To offer a tailored process and a personalised response taking into account the risk profile of our clients, their investment strategies and applicable local regulations, within the context of an offering of financial management products providing upstream integration of all of the investor’s specific constraints.
These processes of integrated financial management, where the advisory dimension is paramount, range from strategic allocation (diagnostics of constraints), tactical allocation (macro-economic scenarios, asset allocation committee meetings), selection of assets (paper securities, internal and external UCITS), monitoring and control (reporting, Shaman model) and technical assistance.
Management ReportWith the clientele of OFI Mandats mainly falling within the remit of the Insurance and Mutual Insurance Codes, a large portion of our investments are in fixed-income products.
Despite an unfavourable environment, the returns of the diversified mandates managed by OFI Mandats in 2006 are in the 1.60% to 4.80% range.
Assets under management grew by €500m (€280m in net inflows), bringing the total amount of assets managed by OFI Mandats to €6.4bn.
In 2007, OFI Mandats will continue its policy of developing its institutional client base, while offering an expanded and more flexible range of services, including accounting services, regulatory statements and forward-looking analyses.
Expertise
Bond mandates (paper securities & UCITS)
Equity mandates (paper securities & UCITS)
Diversified mandates
Account and financial reporting
Asset/liability management tools
Equity mandates (paper securities & UCITS)
Diversified mandates
Account and financial reporting
Asset/liability management tools
Information
Head : Maxime du Chayla
et Bruno Jonard
et Bruno Jonard
Management team: : 12 people
Assets under management: €6,4 bn
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