the portfolio management market
France

1.1 INTRODUCTION

The portfolio management (or financial asset management) refers to the activity of capital management (owned or managed by third parties) by applying the investment principles and instructions of the owner of the managed assets with the aim of obtaining the highest possible return, based on predefined levels of risk.

There are different asset management methods in France:

  • Equity management
  • Management of interest rate products
  • Diversified management
  • Alternative management

The main stakeholders present on the global asset management market are mostly American such as BlackRock, Vanguard AM and BNY Mellon IM. New companies are entering the market leadership through mergers and acquisitions who participate in the concentration of the market: this is the case of Amundi, the leading European asset manager that integrated the outstanding amounts of Pioneer Investments acquired from Italy's UniCredit.

29 management companies are domiciled in France among the 400 largest companies in the world with some bank and insurance subsidiaries This is the case for Axa, BNP Paribas, La Banque Postale and Groupama AM. Faced with these financial mastodons, some of them independent asset management specialists are doing well, such as Carmignac Gestion and Comgest.

After experiencing difficulties due to the consequences of the 2008 financial crisis, asset management assets under management in France continue to grow each year but remain subject to the various financial risks and regulations that impact the financial markets every day.

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Analyste de marché chez Businesscoot

Amaury de Balincourt

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Guillaume Obert

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