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- About us
- FF in brief
Federal Finance is the specialist asset management arm of Crédit Mutuel Arkéa, the major mutual group formed by the merger of the Brittany, Southwest and Massif Central Crédit Mutuel federations.
Our core business: asset management
Asset management is Federal Finance’s first business line, and its core business. Federal Finance provides account keeping and portfolio management services to its clients.
Our offering
To meet the needs of its private, institutional and corporate clients, Federal Finance has developed a comprehensive offering comprising a range of more than 80 UCITS mutual funds, discretionary portfolio management services, group employee savings plans and products with tax benefits.
Federal Finance relies on the areas of investment management expertise in which its teams contribute real added value in order to respond appropriately to its clients’ varied needs and concerns in a flexible and effective manner.
Experts in five areas of asset management
Equities
At the heart of active management, stock picking is based on a fundamental approach built on four essential pillars: growth, profitability, balance sheet and valuation. Whatever the profile of the funds, the managers apply conviction-based management. With complementary approaches, they have developed a wide range of GARP (growth at a reasonable price), yield, SRI (socially responsible investment) and flexible management products.
Fixed income
A total of €18 billion of assets are managed by way of institutional mandates and UCITS. Our investment managers fine-tune the composition and modified duration of the portfolios depending on their analysis of the macroeconomic environment and trends in the credit market in order to achieve the desired performance objectives. The range comprises both regular and dynamic money market funds, total return bond funds and convertible bond funds.
Quantitative management
Using new techniques, the quantitative management and financial engineering team is in charge of managing certain equity, bond and diversified funds using quantitative methods, such as index and tilted index funds. It is also responsible for the design and management of structured funds, particularly those with guaranteed capital. Federal Finance is recognised as a benchmark player in the creation of structured products, and prides itself on the transparency of the formulas it offers.
Multi-management
Multi-management makes it possible to bring together the skills of the best investment managers in particular asset classes, investment styles or processes, and incorporate them into our products, be they dedicated or diversified. By diversifying, we aim to control risk and outperform our benchmark indexes.
Private Equity
Registered with the AMF (French securities regulator) since September 2008 to carry on multi-manager private equity activities, Federal Finance offers its institutional and private clients the opportunity to invest in unlisted stocks, through funds of private equity funds and products with tax benefits (FCPI – innovation investment funds, and FIP - “local investment funds” that help finance local and regional SMEs/SMIs).
Responsible investment is essential to Federal Finance, and every team pays particular attention to it. Beyond the offer of high-quality sustainable development funds, all our investment management processes are geared to comply with the principles of responsible investment.
Cet outil permet de sélectionner vos fonds favoris afin de suivre régulièrement leurs VL et performances. Selon vos envies, sélectionner, dé-sélectionner et consulter ces indicateurs à cet endroit du site.
