Services

TPT for SII Asset Data Reporting

Extranet

SCR Market Calculation

Regulatory reports
Accounting reports
Financial reports

SRI analysis
Credit analysis
Financial risk-mapping

SCR market
Strategic allocation
ORSA research

Training

Institutional and regulatory surveillance
Investments in data processor and calculation tools
- In-house developments for Portfolio Management System tools (SCR calculation)
- Specific developments for portfolio inventory control
- Implementation of a collection portal for external mutual funds inventories
- Dedicated reporting and prospective SCR tools
Reference material regularly updated on specific S2 methodology (rating, pricing, issuers, SCR calculation, CIC codes…)
Data quality management policy - Chief Data Officer
Legal process regarding data exchanges and provider agreements
ISAE 3402 certification since 2013

Welcome to OFI Asset Management website

The OFI Group’s teams have been committed to supporting responsible finance for more than 20 years, believing that we all have a role to play in working towards sustainable development. In this same spirit, OFI Asset Management has grouped together, under the OFI Responsible Solutions (OFI RS) brand, a range of responsible investment solutions (products and services) designed for any investor that wishes to meaningfully incorporate these sustainable development issues within their investment strategies.