About us

We can build our future by supporting companies able to create sustainable value for one and all.

Founded in 1971, OFI Group has been committed to responsible finance for 25 years; it is a reference in asset management and among France’s leading SRI asset managers.

The Group has developed expertise in both collective management and discretionary management, on listed and unlisted assets, in order to offer solutions and services adapted to the needs of a diversified clientele of institutional and private wealth clients in France and internationally.

OFI AM is an integral part of Ofi Invest, the asset management division of Aéma groupe (which also includes Macif, Abeille Assurances and Aésio Mutuelle). Ofi Invest is France's fifth-largest asset manager (IPE Ranking, December 2021), with 195 billion euros in AuM as of the end of December 2021. It was formed by the merger of businesses of Ofi, Aéma REIM, and the asset management arm of Abeille Assurances.

CORPORATE BROCHURE

ENGAGEMENT REPORT

Our values

OFI IN FIGURES

at the end of June 2022

years

of existence

employees

€bn

of assets under management

Our expertise

A full range of management and service solutions to benefit from investment opportunities while respecting your constraints

For 50 years, the wealth and synergies of the Group's expertise, along with knowledge of the regulatory environment, have enabled OFI's teams to support investors in their investment strategies and build with them a long-term partnership based on trust.

The offering covers the main listed and non-listed asset classes, geographical areas and types of management. Committed to responsible finance, the Group also offers a range of management options and services under the OFI Responsible Solutions brand, aimed at investors wishing to integrate societal factors into their investment strategies.

Listed assets

Unlisted assets

Discretionary management

SRI

Our CSR approach

Simple and concrete actions

The OFI Group is one of the leading asset managers in the French market. In line with the mutualist values shared with its shareholders, for more than 20 years it has placed the responsibility for its actions at the heart of its investor approach.
Carrying out our activity in a responsible way means developing a range of investment solutions that enable us to add value and preserve the interests of our clients, while integrating social, economic and environmental challenges, and to manage the risks inherent in the issuers in which we invest.
We implement our Corporate Social Responsibility (CSR) policy in the economic, social, civic and environmental fields.

Developing a CSR policy allows us to maintain an ongoing dialogue with stakeholders, especially our clients, and to rally our employees around a coherent company project.

CSR REPORT