Research serving the interests of performance and innovation

LBP AM’s Research Division works tirelessly to help the portfolio managers generate performance, foster innovation in portfolio management and aid investors.

Vincent Cornet

Vincent Cornet

Head of Portfolio Management and Member of the Management Board

The Research Division coordinates our experts in macroeconomic analysis, asset allocation, fundamental & sustainability analysis, and quantitative analysis. This organisation ensures the cross-comparison of  top‑down and bottom-up views, and the integration of non-financial and quantitative approaches in fundamental analysis as sources of value-add for portfolio managers and investors alike.

Research Division: focused on efficiency

The goal of LBP AM's Research Division is to anticipate trends, generate ideas and ensure the consistency of views across the different portfolio management teams. This collaborative effort by the research and portfolio management teams makes us purveyors of ideas and investment themes that meet our clients’ needs as closely as possible, while fostering an environment of independent thinking. This organisation promotes constant responsiveness and interactiveness as market events arise

Distinctive approach

LBP AM’s Research Division shines an expert spotlight on the economy, markets, issuers and companies, deployed in the form of investment strategies.

  • Research is central to our portfolio management, thanks to triple areas of expertise interacting on a daily basis: portfolio manager-analysts//fundamental & sustainability analysts, strategists//quantitative analysts
  • Fundamental analysis incorporating non-financial criteria (materiality, controversies, ESG trends) for better detection of opportunities and risks
  • Robust opinions and independent thinking, maximum responsiveness to market events
  • Close relations with our clients, steering Research towards achievement of their strategic objectives
  • Constant direct access to our experts, all based in Paris, for fast, timely and relevant responses to the needs of portfolio managers and investors