Clément Maclou

Provides investment advice

DECALIA is an active, conviction-based manager which aims to achieve superior performance over the long-term. They have in-house expertise in the main asset classes as well as in analyzing and selecting managers specializing in a range of themes, styles and asset classes. The firm invests in companies whose products and services meet and help achieve the United Nations Sustainable Development Goals (SDGs). Their Strategy Committee meets regularly to determine an asset allocation based on the client’s risk profile, the exposure to the different asset classes, geographic areas and currencies. Based on strategic allocations, DECALIA follows a bottom-up approach to build model portfolios for each risk profile and reference currency.

CPR AM is an active, quantitative-oriented manager which follows a flexible investment approach that draws on value, growth and arbitrage investment styles. They specialize in fixed-income funds and also manage diversified and equity products. The firm invests in money-market instruments, equity, diversified products and fixed income. Asset allocation focuses on countries and sectors, focusing on the French, mid-cap European and emerging European markets. CPR AM's investment approach for diversified products relies on flexible tactical asset allocation. They invest in credit spreads and inflation-linked bonds following market-neutral strategies based on top-down fundamental analysis. Their blue-chip equity investment approach is bottom-up and opportunistic, and does not follow a particular investment style. CPR AM's Research Department performs the stock allocation, selection, risk management, and investment solutions.