• eco_archi6

Key figures

ECOFI INVESTISSEMENTS AT A GLANCE

 

"ENGAGED INVESTMENT"

Ecofi Investissements has developed its own selection process for corporate and sovereign issuers.

100%* of stocks are managed through an SRI filter

 

*Excluding certain index-linked and institutional funds

AWARDS FOR OUR OVERALL INVESTMENT FUND RANGE

 


European Funds Trophy 2018 / Best French Asset Manager, « 26-40 rated funds » category

Awarded by a group of European Media gathering France, Italy, Spain and Luxembourg, and by FUNDCLASS. The analysis' accuracy is based on the APT methodology. The results are verified by 5 professional jurors from the finance industry. 

Gold Trophy 2015 Le Revenu / 3 years, Specialised firms category
We are particularly proud to have won the Gold Trophy for Overall Investment Performance over 3 years. This confirms our ability to achieve performance in all asset classes. It is also evidence that performance is compatible with incorporating environmental, social and governance (ESG) challenges in investment management. Managing the risk / return equation lies indeed at the core of our model: quality of our analysis has the objective of buttressing return, mitigating risk and entails responsibility among Ecofi Investissements’ teams.


Silver Trophy 2015 Le Revenu 2014 / 3 years, Specialised firms category

 

AWARDS FOR OUR EQUITY, BALANCED ANS CONVERTIBLES MANAGEMENT​

 

ECOFI ENJEUX FUTURS

Pyramide wealth management Investissements Conseils 2018
Best funds in « International Equities » category, 5 years

Globes de la Gestion 2017 and 2016 - Gestion de Fortune
Gold Globe, "International Equities" category, 5 years
Globes de la Gestion 2017 - Gestion de Fortune
Silver Globe, "SRI International Equities" category, 5 years


Lipper Funds Awards 2015
Best funds in « Equity Global » category, 3 years

Grands Prix de la Gestion d'Actifs 2015 - AGEFI
Best funds in « Ethical Equities », 3 years

 

ECOFI CONVERTIBLES EURO

  

Lipper Funds Awards 2018 and 2016
Best funds in « Bond Euro – Corporates » category, 5 years

Lipper Funds Awards 2018
Best funds in « Bond Euro – Corporates » category, 3 years

Globes de la Gestion 2016 - Gestion de Fortune
Bronze Globe in « Convertibles Bonds » category, 5 years

GLOBAL

Alpha League Table 2016 / 10th French asset manager (on 307) for its equities range


amLeague-NewsManagers 2015
1st in "multi assets" category, 1 year, for it performance/risk ratio

AWARDS FOR OUR CORPORATE BOND AND CREDIT MANAGEMENT


Lipper Fund Award 2018

  • Ecofi Entreprises, Best funds in « Bond EUR Corporates » category, 3 years - Also Lipper Fund Award 2014
  • Ecofi Quant Obligations, Best funds in « Bond EMU Government LT » category, 3 years

Gold Trophy Le Revenu 2015 / Europe Bond Fund
3 years, Specialised firms category

Bronze Trophy Le Revenu 2013
Europe bond fund, 3 years, Specialised firms category

OUR SRI AND SOCIAL INVESTING

amLeague 2016
1st in « Europe SRI Equities » et « Europe extended » category, 1 year,  for it performance/risk ratio


Seventeen 2018 Finansol labels:
 Ecofi Investissements won 17 Finansol labels in 2018, which ensures seriousness, transparency, and compliance with social investment criteria.

 

[Profit for Non-Profit] Awards 2014 Axylia: Best Income-sharing fund Faim et Développement EquilibreIt is the fourth occasion that we are given this award which acknowledges social investing and in particular donations from our income-sharing social funds. In 2014, the three sub-funds of Faim & Développement will enable us paying out €355,000 in donations of which €299,000 alone from the sub-fund Faim & Développement Equilibre mostly in favour of the NGO CCFD. For some 30 years, these are more than altogethe

PARTNERSHIP


Ecofi Investissements takes part in the amLeague Championship for SRI Europe, Global Low Carbon, Equities Eurozone and Flexible Allocation mandates.