Personalised Support for Institutional Clients
To meet the needs and challenges of its institutional clients, LBP AM offers personalised support with a comprehensive range of responsible strategies and services.
Mathilde Sauvé
Head of Development and Marketing
Because each of our clients is unique, we value the quality of the client relationship as much as the achievement of transparent, lasting financial performance. And to help you meet your challenges, our expert teams develop investment solutions tailored to your requirements and can assist you in addressing broader issues through our SRI services in particular.
Investors are central to our offer
To help its institutional clients achieve their performance targets, set up investment solutions designed to meet their needs and requirements, and provide them with appropriate reports, LBP AM offers a complete, custom portfolio management solution and services.
Because each investor wants to give meaning to their investments and work to promote more sustainable development, La Banque Postale Asset Management helps you with your responsible investor approach: creation of a tailor-made SRI policy, or incorporation of your institution’s SRI charter, proprietary GREaT* scoring approach, voting policy, positive-impact funds, etc.
Distinctive approach
Close relations with clients, based on clear communication to understand their needs and ensure a high-quality relationship over the long term.
Search for transparent, lasting performance.
Personalised support with value-added services.
- Specific and differentiating areas of portfolio management expertise, incorporating our GREaT* non-financial and SRI approach
- Client service of the highest standard, where interpersonal relations are the cornerstone of the business
- Bespoke, multi-factor financial, non-financial and regulatory reports
- Research on macroeconomic conditions, markets, asset classes, issuers and high-quality companies
-Selection of portfolio managers and external funds
* GREaT: Responsible Governance, sustainable management of natural and human Resources, Energy & economic transition, development of local and regional Territories