Founded in 1971, the OFI Group is one of France’s largest asset management companies in terms of managed assets €72 billion worth of assets under management at the end of 2019. The Group has developed an expertise in both collective management and management under mandate, on listed and unlisted assets, in order to offer solutions and services adapted to the needs of a diversified clientele. Committed to the development of responsible finance for more than 20 years, OFI Asset Management is one of the SRI leaders in the French asset management market, with more than 3/4 of its investments incorporating sustainable development criteria. The managers work closely with the SRI research team and attach particular importance to the analysis of the following criteria: social dialogue, career management, access to training, non-discrimination and diversity, respect for human rights, quality of life at work. In managing the OFI SR SUSTAINABLE GROWTH SOLIDARITY and FES OFI SUSTAINABLE GROWTH SOLIDARITY funds, the managers also undertake to invest part of the portfolios (max. 10%) in solidarity-based companies, i.e., companies of social utility, which create or consolidate jobs through the development of economic activities. The management teams rely for this purpose on France Active and its investment vehicle, France Active Investissement (France’s leading solidarity-based investment company).

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