What makes us unique

Firmly believing that performance comes only in service of a sustainable economy, we cultivate the 100% pioneering spirit of responsible asset managers. In 2018, our decision to SRI-certify 100% of our eligible open-ended funds by 2020 set the stage for the transformation of the entire company, making us the leader in Socially Responsible Investment. 

100% Sustainable Finance Pioneer 

As the SRI leader in terms of the number of certified funds, we are always urging portfolio management further in the interest of meaningful sustainable finance. To that end, we implement exclusion and engagement policies dedicated to improving practices for a fair transition. We innovate by developing impact investing strategies in real & private assets, and in sustainability-themed equity funds. And we continue to align ourselves with the most demanding French and European SRI strategies, with more than 93% of our AuM invested in open-ended funds classified under Articles 8 or 9 of the SFDR (at 30 August 2021).

As a good corporate citizen, we implement an ambitious CSR strategy designed to last within the company itself.   

One-stop shop

As a multi-specialist conviction SRI asset manager, La Banque Postale Asset Management draws its expertise from four investment divisions: 

  • Equities by Tocqueville Finance
    Renowned since 1991 for its stock picking culture in French and European equities of all cap sizes, Tocqueville Finance (€12bn in assets under management) implements its portfolio management expertise in four key areas: Value, Small & Mid Cap, Growth and Thematic.
  • Real and private assets
    Responsible financing of assets and the real economy in Europe through the infrastructure, real estate and corporate sectors. We set ourselves apart from the rest of the pack with diversified sourcing thanks to solid sponsors and access to the offers of our shareholder Aegon AM. 

  • Multi-Asset and Absolute Return 
    A combination of expertise aimed at aligning investment goals and risk profiles (convertibles, fixed income and multi-asset absolute return, diversified) with a strong ambition on the convertible market and longstanding expertise in the definition of tailor-made solutions. 
  • Quantitative solutions
    A comprehensive Smart Beta range opening the door to investing in systematic strategies with a low risk budget while incorporating strong SRI constraints. 

A solid shareholding and partnership ecosystem

We boast a solid shareholding structure drawing on three universes: bancassurance (La Banque Postale and its subsidiary CNP Assurance), international asset management (Aegon Asset Management). 

As a committed asset manager, we combine financial and non-financial analyses to promote sustainable finance. To that end, we know we can count on our shareholders to meet the needs of our clients and marketplace participants as we advance towards a fair transition.

More than 30 years’ experience