Asset management

The development of SRI hampered by the lack of harmonization of methods

In France, conviction-based SRI drives the socially responsible investment market. The lack of harmonization of environmental, social and governance (ESG) criteria would be the main obstacle to the engagement of investors and companies in this area. This is one of the conclusions of the East and Partners study, commissioned by HSBC, on the sustainable development […]

Asset management

“The consolidation of the sector remains a fundamental trend”

Xavier Parain, Deputy Secretary General of the AMF, welcomes the ability of Place de Paris to incubate and approve young management companies. How is asset management doing in France? The French asset management business model is working well. Place de Paris is able to incubate and approve young management companies that are starting out. There […]

Bank – Insurance

Insurers mobilize savings for the transformation of offices into housing

Riding the trend towards responsible investment, insurers will offer life insurance savers to invest in this type of real estate project presented as environmentally friendly. Riding on the trend in favor of “responsible” investment, insurers will offer individuals to invest in the transformation of offices into housing. On Tuesday, four French insurers thus unveiled their […]

Asset management

C-Quadrat sets up in France

The group headed by Carlo Michienzi has taken a majority stake in Advenis IM. ITS NEWS Carlo Michienzi, member of the executive committee of C-Quadrat, an independent asset management company already established in London and Vienna, will take over the management of the group’s new office in Paris. This opening follows the acquisition in August […]

Bank – Insurance

The reform on the supervision of brokers resurfaces

The deputies are working this Wednesday on a reform of insurance and credit brokerage, forcing these often small players to organize themselves into professional associations. Back to square one or almost for the reform of brokerage. This Wednesday, the deputies of the finance committee will study a bill supposed to improve consumer protection by forcing […]

Asset management

Tikehau acquires Sofidy and crosses the 20 billion mark in assets under management

Exclusive: An acquisition at 220 million euros. Sofidy was created in 1987 by the father of Antoine Flamarion, co-founder of Tikehau. Tikehau has just entered into exclusive negotiations to acquire 90% of the capital of Sofidy, the leading independent player in the SCPI market with 4.8 billion euros under management. The operation will allow Tikehau […]

Bank – Insurance

Covid: insurers cautious about participatory loans for weakened companies

Designed to help companies bounce back from the crisis, equity loans are presented as attractive investments for insurers in a low interest rate environment. But they remind us that they are first and foremost responsible for the money of the insured. Asked by the State to further support traders weakened by the Covid, insurers are […]

Asset management

Daniel Fighiera finds an entrepreneurial environment

The former Deputy CEO of Tocqueville Finance joins Auris Gestion as Director of Equity Management and member of the Executive Committee. HIS NEWS Daniel Fighiera, previously Deputy CEO of Tocqueville Finance, was recruited as Director of Equity Management and member of the Executive Committee of Auris Gestion, “An independent and entrepreneurial structure, with which I […]

Bank – Insurance

Hotel and catering industry: The Mayor issues an ultimatum to insurers

Threatening the sector with a tax, the Minister of the Economy, Bruno Le Maire, calls for “at least” a freeze on insurance premiums for cafes, hotels and restaurants. Insurers are open to the idea of ​​a freeze even if the players in the sector feel they are unfairly criticized. New pressure on insurers. Tuesday evening, […]

Bank – Insurance

Bank: in the face of the crisis, the authorities are reactivating the moratoria

To avoid a credit crunch, the European Banking Authority (EBA) reactivates its exceptional regime on moratoriums. She had stopped him at the end of September but the second wave of the pandemic and the containment measures forced her to react. Banks will again be able to grant deferred repayments to their customers. Faced with the […]