Mathieu de Medeiros

🗞 [#Press] Vincent Mortier, Group CIO at Amundi, is featured in 21st Century Business Herald’s "Dialogue with Asset Managers". Among the topics discussed:  ▶️ Amundi’s strategic shift to Asia ▶️ China’s #economic adjustments ▶️ Comparative #inflation trends in the US and China ▶️ The future prospects of China's #bond, #equity, and wealth management sectors.     Read the full article in Chinese 🔽 https://lnkd.in/eJRuWbYK

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🌱[#ImpactReport] | Would you like to give meaning to your investments and measure their impact with concrete metrics?   We are currently facing a shift of #investmentparadigm and for Amundi, measurability is the key to impact investing, alongside clear impact objectives and continuous dialogue with issuers.   This means that we must: 🔹 Take into account social and #environmentalimpact; meaning a major transformation of our practices, with an inevitable change in mindsets. 🔹 Provide transparent and concrete information on the use of your investments with annual impact reports. 🔹 Help you better understand the different approaches in tackling environmental and social challenges.   👉 Discover our range of #impactinvesting offerings: ⤵︎ https://lnkd.in/eEKdcnNr

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Candriam is now a proud investor in Shift4Good, the largest independent Venture Capital fund dedicated to decarbonizing the transportation sector.   Shift4Good, co-founded by Matthieu de Chanville, Sebastien Guillaud, Yann Marteil, and Thierry de Panafieu, is a trailblazer in sustainable mobility. With offices in Paris and Singapore, their mission is to support innovative companies driving the radical changes needed to address the climate emergency.   Candriam is committed to empowering impactful investments in the environment, education, and healthcare sectors. Our partnership with Shift4Good aligns perfectly with our values and mission to foster a sustainable future.   💬 Maia Ferrand, Head of External Multi-Management at Candriam, says it best: “We have partnered  with Shift4Good to empower innovative solutions that pave the way for cleaner transportation. The founder’s strong network in the sector as well as their commitment to creating impact  are promising drivers to their future success.”   Together, we aim to accelerate the transition to sustainable transportation and make a significant impact on global CO2 emissions.   Learn more about our partnership and the incredible work Shift4Good is doing here: 🔗 https://lnkd.in/eb7VZVqj #SustainableInvesting #ImpactInvestment #Decarbonization #Shift4Good #CleanTransportation

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How were EPFR-tracked fund flows impacted by France calling for a snap election following the UK’s decision two weeks prior? In the week to June 12: >> France Equity Funds posted their 20th outflow year-to-date. >> UK Equity Funds extended an outflow streak dating back to November. >> UK Bond Funds recorded their biggest outflow in 22 months. Discover further investor sentiment trends in the Global Navigator >> https://hubs.li/Q02C3C480

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🔎 [#EngagementReport] At Amundi we are convinced that engaging with companies on ESG issues is a driver of long-term value for them, hence for our clients’ portfolio. We are also aware of our responsibility as Europe's leading asset manager: we strive to fulfill our role as a committed investor & shareholder by supporting companies in their transition challenges. As such, Amundi’s stewardship strategy (vote and engagement) has become one of the pillars of our global responsible investment philosophy: we have committed to engage with 1 000 additional companies on their climate strategy by 2025 versus 2021 and we are well on track to meet this goal with an additional 966 companies engaged as of December 2023. But climate is only of the themes that we discuss with companies… 🔑 Here are a few key figures from our 2023 engagement report: 🔹 2 531 ➡️ The number of unique issuers engaged increased to reach 2 531 (+20% increase vs. 2022); 🔹 Over 40% of engagements closed in 2023 had a positive outcome 🔹 Issuers from all geographies were engaged, with an even more significant progression in Emerging Markets (+32%) and North America (+39%); Thematics: 🔹 1 471 issuers engaged on climate 🔹 618 issuers engaged on Natural Capital Preservation 🔹 795 issuers engaged on Human Capital & Rights 👉 Read our last Engagement Report for more highlights from our 2023 stewardship activities: https://ow.ly/5zV850SrtS4

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Natixis Investment Managers Solutions' Mabrouk Chetouane, Head of Global Market Strategy, and Julien Dauchez, Head of Portfolio Consulting & Advisory, explore how economic indicators, #CentralBank policy and regional dispersions are impacting the minds of investors 👉 https://lnkd.in/e4YbdDR2 Including:  - What ‘higher for longer’ rates mean for both equities and fixed-income investors  - The link between growth rates, labour markets and central bank #MonetaryPolicy  - Which types of private assets investors are allocating to in portfolios  - How the traditional 60/40 portfolio is continuing to evolve For professional investors only. Marketing communication. Capital is at risk.

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Did you miss our last webinar about Flexible Offers (Cash + Equity) at Scale? Don’t worry, the webinar replay has just arrived 🔥 A special thanks to Virgile Raingeard and Albane Bressolle Chataigner for sharing their expert insights and strategies to revolutionize financial compensation. To dive into the strategies discussed helping you innovate and adapt your compensation packages for a competitive edge, click on the link below 👇 https://lnkd.in/eZ7wPAmh #webinar #hr #flexibleoffers #paytransparency #salary

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📅 What must investors know about climate risk and global equity valuations❓ Save your seat for the EDHEC-Risk Climate webinar to get the answer. Already 550 professionals registered! Get insights from new research by #EDHECRiskClimate, supported by Scientific Beta, revealing how traditional valuation tools may not adequately address climate-sensitive securities. Learn how uncertainties in the climate system, physical damages, and discount rates impact global equity valuations. The seminar will address the following issues: 🔍 What are the limitations of current climate-aware valuation tools❓ 🔍 How is the impact of physical risk on equity valuation being underestimated❓ 🔍 How to make discounting state-dependent and why it matters❓ 🔍 What are the key factors affecting the impact of climate change on global equity valuation❓ 🔍 What are the implications of the current emissions abatement course for equity valuation❓ 🔍 Can we rely on a 'Greenspan put' for climate risk❓ 🔍 What are the implications for investment managers❓ 📅 July 2, 2024 🕗 8pm SGT 🕑 2pm CEST 🕐1pm BST 🕗 8am EST 🗣️ Speaker: Riccardo Rebonato, Scientific Director #EDHECRiskClimate and Professor of Finance EDHEC Business School Moderator: Felix Goltz, Research Director, Scientific Beta More info/registration 👉 https://lnkd.in/gpewTTiF #ClimateChange #ClimateRisks #PhysicalRisks #ClimateScenarios #Equity #Valuations

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Another important step on the journey to build out our advisory practice globally.

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The alternative investment industry is essentially controlled by American firms (72%) and some UK players, although a Swedish nugget (EQT Group) and a few French players (Ardian, PAI Partners, Eurazeo, Tikehau Capital) are successfully competing in this ecosystem. Attached is a chart (Private Equity International) detailing the amounts of funds raised from 2018 to 2023.

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Since the 2008-2009 financial crisis, demand for asset-based financing has surged in Europe, driven by the ecological transition and the investment needs of SMEs and mid-sized companies. Groupe BPCE's €1.1 billion acquisition of Societe Generale Equipment Finance - SGEF highlights this trend and underscores the appeal of asset-based or asset-backed financing in a market experiencing an average annual growth of 6%. #Finance #AssetBasedFinancing #Investment #SMEs #SustainableFinance #Growth #FinancialTrends #Innovation #FinancialIndustry #Strategy #Leadership

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🛠️ [#Product] | Flexibility in financial software has often been a bottleneck. What if you could tailor solutions precisely to your needs? 💻   Amundi #Technology believes in the power of choice. Our open #architecture approach empowers clients by offering customisable options that fit their unique requirements.   This philosophy is embodied in our ALTO platform, which allows for unparalleled adaptability and integration, setting a new standard in the industry.   Discover the freedom of our open architecture solutions:⤵︎ https://lnkd.in/ehi7WBUg #Flexibility 

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#MarketTrends 💻 Digital expertise is a key element of the benefits that an investment from Ardian brings to portfolio companies. In particular, Ardian’s new semiconductor investment platform combines industrial vision and financial strength to help mid-cap players in Europe capitalize on a major growth opportunity. We are well equipped to progress in a new technological era, notably thanks to our Data Science and Digital teams, and the entrepreneurial spirit that is fundamental to our culture. Read the articles featuring insights by Pauline Thomson, Head of Data Science, Clément Marty, Head of Digital Transformation, and Thibault Basquin, Member of the Executive Committee, in Ardian’s 2023 Integrated Report → https://bit.ly/4cdcCw7 With contributions from Matthias Straessle, and Camill Salomon, Julien Centofanti and Clément Perrin, Members of Ardian’s Millennial Committee. #Data #Technology #Digital #IntegratedReport #ArchitectsOfLastingChange

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📉📈 French Equities: Modest Recovery Amidst Political Uncertainty In the wake of President Macron’s decision to dissolve the National Assembly, French equities experienced an immediate downturn. Nevertheless, the CAC 40 index exhibited a modest recovery within four days. Our Quantamental process identifies stocks with substantial international revenue streams as relative outperformers during this period of rebound. Schneider Electric (SU) and Hermès International (RMS) emerged as notable examples, demonstrating resilience despite the domestic political turmoil. These findings underscore the advantage of globally diversified operations in navigating local uncertainties. Disclaimer: This post is for informational purposes only and does not constitute investment advice. #FrenchEconomy #CAC40 #MarketInsights #Quantamental #EquityLongShort #HedgeFunds

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In Paperjam’s latest Grand Dossier dedicated to Funds, our Funds & Asset Management Partners Yannick Arbaut and Jean-Christian Six shed light on the changes brought by AIFMD II in the private debt sector. The revised directive, published last March, introduces unprecedented regulations for managers of alternative investment funds (AIFMs) that originate loans. Read their full article here 👉 https://lnkd.in/eXVnhzTG #AIFMDII #InvestmentFunds #Directive #AOShearman #Luxembourg

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🌏💡 Dear Sustainable Finance Community In this week´s edition of our Sustainable Finance Newsletter (25/2024), you will find updates such as 👉🏻 Indosuez Wealth Management announced the launch of its first SFDR bond fund 👉🏻 Workiva expands platform with carbon accounting, carbon management and decarbonization solution 👉🏻 Persefoni and First Street Partner launched physical climate risk solution ... and many more insightful news. 💬 #sustainablefinance #sfidaily #banking #finance #sustainability #esg #climatechange #markets #news #reporting #investing #greenfinance

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