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Paris, November 10, 2020. ODDO BHF Asset Management, which for over 10 years has been committed to sustainable management of its investments, launched "ODDO BHF Green Planet", its first thematic equity fund invested in global companies having a positive impact on the ecological transition. The fund is meant for both institutional and retail investors.
Many companies are mobilised on the theme of ecological transition. ODDO BHF Asset Management has selected four sub-themes, which, in our view, offer significant growth potential and cover all aspects of the ecological transition. These are clean energies, energy efficiency, sustainable mobility, and the preservation of natural resources. This fund thus offers investors comprehensive exposure to the ecological transition theme by selecting companies of all sizes and sectors on a global scale.
"ODDO BHF Green Planet" is managed by a five-person team that includes manager-analysts and algorithm specialists. Nicolas Jacob and Baptiste Lemaire are the fund’s two managers. The fund consists of about 40 stocks identified by Artificial Intelligence (AI) algorithms, which are then filtered through a proprietary multi-factor quantitative model and then analysed by the management team. As of 31 October 2020, 58% of the fund portfolio was exposed to North America, 15% to Europe and 27% to Asia. In sector terms, the fund was invested mainly in tech stocks (28%), capital goods (28%) and utilities (19%).
To identify and select high-growth global companies that are able to create value within these four sub-themes, "ODDO BHF Green Planet" relies on both financial and extra-financial research, as well as artificial intelligence (AI) algorithms. ODDO BHF Asset Management was one of the first European asset managers to use AI algorithms in thematic investment.
“The world needs 1,500 to 2,000 billion dollars in investments each year to keep global warming under 2°C. ODDO BHF Green Planet has the ambition to take part by offering investors direct exposure to the ecological transition by investing in companies, that, based on our research, enjoy major competitive advantages and attractive growth potential”, said Nicolas Jacob, fund manager at ODDO BHF Asset Management SAS.
Nicolas Chaput, Chief Executive Officer of ODDO BHF Asset Management, added: "We are confident that the investment community must contribute actively to the ecological transition. While it is foremost a necessity, the ecological transition also offers important investment opportunities. ODDO BHF Green Planet is a way to commit to this positive revolution.”
About ODDO BHF Asset Management
ODDO BHF AM is part of the independent Franco-German financial group ODDO BHF that was founded in 1849. ODDO BHF AM is an asset management leader in Europe. It comprises ODDO BHF AM GmbH in Germany, ODDO BHF AM SAS, ODDO BHF Private Equity SAS in France and ODDO BHF AM Lux in Luxembourg, which together manage assets totaling € 55.9 billion. ODDO BHF AM offers its institutional and wholesale clients a unique range of high-performance investment solutions in all main asset classes, i.e. European equities, quantitative strategies, fixed income, multi-asset solutions, private equity and private debt. A UN-PRI signatory since 2010 ODDO BHF AM has integrated sustainable investment criteria into a wide range of strategies. Its ESG approach focuses on ESG criteria integration, engagement with companies and a climate policy supporting the energy transformation. On a combined basis, 61% of assets under management are from institutional clients and 39% from distribution partners. The teams operate from investment centers in Dusseldorf, Frankfurt, Paris and Luxembourg with additional locations in Milan, Geneva, Stockholm, Madrid, Hong Kong, Abu Dhabi and Zurich. ODDO BHF AM puts the long-term support of its clients at the heart of its priorities. Its independence allows its teams to be responsive, flexible and innovative in order to constantly find solutions tailored to the customers’ needs.
About ODDO BHF
ODDO BHF is an independent Franco-German financial services group, with a history stretching back over 170 years. It was created from the alliance of a French family-owned business built up by five generations of stockbrokers and a German bank specialising in Mittelstand companies. With 2,300 employees (1,200 in Germany and Switzerland and 1,100 in France and Tunisia), and more than 110 billion euros in assets under management, ODDO BHF operates in three main businesses, based on significant investment in market expertise: private banking, asset management and corporate and investment banking. The Group has a specific ownership structure as 65% of its capital is held by the Oddo family and 25 % by employees. This “partnership” ethos guarantees the long-term involvement of its teams. In 2019, ODDO BHF generated net banking income of 585 million euros, and at 31 December 2019, the Group had over 890 million euros of shareholders' equity.
CITIGATE DEWE ROGERSON
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