Investment Office

Selecting relevant market observations

Investment Thoughts
Asset Management
Pension Funds
Pension Funds Switzerland
Public Pension Funds
Corporate Pension Funds
Industry-Wide Funds
Multi-Employer Funds
Investment Advisors
User Manual
Family Offices
Wealth Managers


Snapshot of Candriam Investors Group

(as of 31/03/2016)





EUR 94.5bn

# of employees


Geographical presence

Serving clients in over 20 countries (EMEA – Americas – Asia-Pacific)


Subsidiary of

New York Life Investment
Management Global Holdings Ltd.






   Pension Funds - Pension Funds Switzerland - Investment Advisors








Candriam Investors Group

(Candriam Luxembourg – Swiss branch)

Rue de 31 décembre 40-42
CH-1207 Geneva


Bernard de Halleux
Head of Swiss Branch
Tel: + 41 22 707 9000


Tel: +41 22 707 9000
Fax: +41 22 707 9009



Stefan Paulus
Tel: + 41 22 707 9002



Who we are

Candriam Investors Group is a leading European multi-specialist asset manager with 20 years of experience. With investment centers in Brussels, Paris, Luxembourg and London, our conviction-driven investment solutions cover five key areas:



Candriam stands for “Conviction And Responsibility in Asset Management”:
conviction-based investment decisions and a sense of responsibility to our clients run through everything we do.

Long-standing expertise in equity, fixed income and asset allocation

In addition to providing institutions and wholesale investors with access to traditional equity, fixed income and asset allocation strategies, we have also developed an extensive range of specialist products. These include emerging
debt and equity, quantitative equities, and a number of thematic strategies focusing on areas of particular investment interest.

A major European provider of regulated, liquid absolute performance & alternative investments

At Candriam we offer a range of liquid absolute return and alternative investment solutions for clients seeking new sources of performance and diversification of their existing portfolios. Overseen by senior fund managers who have worked together for 15 years, these strategies aim to provide consistent returns while focusing on capital preservation. (There are no assurances that the stated objectives will be met).

20 years of leadership in Sustainable & Responsible Investing

Our Sustainable & Responsible Investing (SRI) research team is one of the largest in continental Europe, enabling us to provide a broad range of SRI strategies across geographic regions and asset classes (equity, fixed income and asset allocation).




Candriam at a glance: a long-term partner our clients can count on



  • Specialist investment teams

  • Ongoing innovation in strategies & services



  • Conviction-driven investment approach
  • Proprietary quantitative models
  • In-depth fundamental analysis



  • Individually tailored mandates and solutions






  • Highest standards of governance
  • Transparent communication at all times
  • Shared responsibility across all levels



  • Providing financial strength & strategic resources (2)



  • Named Best European Asset Management Firm (3) by Funds
    Europe in 2015
  • 86% (4) of our traditional funds have received 3–5 stars from





A wide range of equity, fixed income and asset allocation strategies

With over 120 investment professionals involved in research, portfolio management and trading, we have in-depth expertise across equities, bonds and asset allocation.

While they cover a variety of asset classes and investment styles, our traditional strategies share a number of characteristics:

  • they are managed by stable investment teams consisting of experts in their fields;
  • they benefit from the support of Candriam’s dedicated macroeconomic research team; and
  • all portfolio exposures are subject to rigorous monitoring and control by a dedicated risk management team.

Historically, the benefits of this approach are reflected in our portfolios. Refer to our website for more details.



Leading the way in SRI for nearly two decades


In addition to standard strategies, at Candriam, we offer a specialist SRI product range based on the joint work of our team dedicated SRI analysts and each of our investment teams. Our SRI funds cover equities, fixed income and asset allocation strategies and the European, North American, Asia-Pacific and emerging market regions.


Our approach towards SRI involves selecting firms with leading Environmental, Social and Governance (ESG) practices in their field, direct dialogue with companies to encourage them to improve their behavior, and a proxy voting process that we have been refining since 2003.


Overall, 21% of our total assets under management are invested in SRI strategies (as of March 2016).






A major provider of absolute performance & alternative investment strategies in Europe

With investors increasingly looking towards alternative investments for the returns and diversification that they need, at Candriam, we have responded by steadily broadening our expertise in alternatives over the past 20 years.


As of March 2016, we run 14 distinct alternative strategies, most of which offer daily liquidity, with a range of risk-return profiles to suit the varying needs of our clients. All place a strong emphasis on minimizing drawdowns, with our independent risk management department ensuring they comply with strict regulatory, contractual and internal guidelines.




At the heart of our alternative capabilities is a pool of about 45 experienced fund managers and analysts. Over the years our alternative strategies have built up strong risk-adjusted performance track records, with above-average sharpe ratios. The expert input of a large number of investment professionals and support teams across our company has also been instrumental in our success in this area.


A strong foothold in Europe

Capitalising upon its strong European roots, Candriam has developed into one of the leading names in the European asset management industry over the past 20 years, providing high-quality investment solutions to investors across the continent.

In addition to our investment teams located in Brussels, Paris, Luxembourg and London, we have teams on the ground in nine European countries, close to the clients that we serve. Our experienced client relationship managers have in-depth understanding of our investors’ needs across the markets in which we operate, enabling them to provide highly customised advice and to propose the right solution from the extensive range of investments that we run.

And as a subsidiary of New York Life Investments, we also act as the European distributor of our parent company’s products, making its broad-ranging capabilities available to investors across the region.









(1) About PRI - The United Nations-backed Principles for Responsible Investment (PRI) initiative is an international network of investors working together to put the six Principles for Responsible Investment into practice. Its goal is to understand the implications of sustainability for investors and support signatories to incorporate these issues into their investment decision making and ownership practices. In implementing the Principles, signatories contribute to the development of a more sustainable global financial system. The Initiative has quickly become the leading global network for investors to learn about responsible investment and collaborate with their peers, companies and policymakers to generate sustainable, long-term investment returns for their clients and beneficiaries.
(2) Candriam Investors Group is a New York Life Company. New York Life Investments ranks among the world’s largest asset managers (source: New York Life Investments ranked 26th among the world’s largest money managers within Pensions & Investments, May 18, 2015. Rankings are based on total worldwide institutional assets under management for the year-end 2014. New York Life Investments assets include assets of affiliated investment advisors).
(3) Among firms with €20–100 billion in assets under management (Name of the institution: Funds Europe. Date & place of the announcement: 26/11/2015 UK. Scoring scale: N/A.
(4) ©2007 Morningstar, Inc. All rights reserved. Some of the information contained in this document is the property of Morningstar and/or its information providers. It is given without any guarantee as to its accuracy, exhaustiveness or topicality. Its reproduction or redistribution is strictly forbidden. Overall Morningstar Rating for all Candriam funds, as at the end of March 2016.


This document is intended as general background on the capabilities of Candriam Investors Group.
This document is provided for informational purposes only, it does not constitute an offer of an investment service or an offer to buy or sell financial instruments, nor does it represent an investment recommendation or confirm any kind of transaction. Although Candriam carefully selects the data and sources within this document, errors or omissions cannot be excluded a priori. Candriam cannot be held liable for any direct or indirect losses as a result of the use of this document. The intellectual property rights of Candriam must be respected at all times, and the contents of this document may not be reproduced without prior written approval.







More information: 








Public Pension Funds



Corporate Pension Funds



Industry-Wide Funds



Multi-Employer Funds








Pension Funds Switzerland 2017

 For institutional investors only


Pension Funds Switzerland 2016

 For institutional investors only



Pension Funds Guide
Switzerland 2015

 For institutional investors only

pdf Version