Gwénaël Moy

🌱 EPISODE 3 : Isabelle Delattre - Head of Sustainable Finance at Crédit Mutuel AM In this episode, we addressed topics such as: - AI in ESG-related activities - The ESG regulatory tsunami and its constraints - How to stay positive about sustainability our future - Youth education and advice 🌱 Go and listen now : https://lnkd.in/eKaBAjZ8

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Proud to have been part of this panel on a crucial topic : supply of critical raw materials for battery value chain

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Focus on french equity market opportunities "The French stock market is made up of companies of all sizes, enabling us to take a differentiating stock-picking approach, regardless of the economic context." Discover the analysis of Ariane Hayate, CFA and Guillaume Laconi, our French equity portfolio managers. #EdREquity #FrenchMarket #Investment

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𝐂𝐫𝐲𝐩𝐭𝐨 𝐀𝐝𝐨𝐩𝐭𝐢𝐨𝐧 𝐢𝐬 𝐀𝐜𝐜𝐞𝐥𝐞𝐫𝐚𝐭𝐢𝐧𝐠—𝐀𝐫𝐞 𝐘𝐨𝐮 𝐑𝐞𝐚𝐝𝐲? At Patrimonia 2024, one thing was clear: the tide is turning for digital assets in the wealth management space. Presentations from companies like Coinhouse showed packed rooms, filled with traditional CGPs eager to learn about crypto. Compared to last year, the shift in perception is unmistakable. 𝐖𝐞𝐚𝐥𝐭𝐡 𝐦𝐚𝐧𝐚𝐠𝐞𝐫𝐬 𝐚𝐫𝐞 𝐧𝐨 𝐥𝐨𝐧𝐠𝐞𝐫 𝐣𝐮𝐬𝐭 𝐜𝐮𝐫𝐢𝐨𝐮𝐬—𝐭𝐡𝐞𝐲’𝐫𝐞 𝐞𝐦𝐛𝐫𝐚𝐜𝐢𝐧𝐠 𝐜𝐫𝐲𝐩𝐭𝐨 𝐬𝐨𝐥𝐮𝐭𝐢𝐨𝐧𝐬 𝐚𝐬 𝐚 𝐯𝐢𝐭𝐚𝐥 𝐩𝐚𝐫𝐭 𝐨𝐟 𝐭𝐡𝐞𝐢𝐫 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨𝐬. This growing demand underscores a critical need for efficient, compliant, and transparent on/off-ramping solutions. Rialto’s team is proud to offer exactly that: a seamless bridge between fiat and digital assets, built for large, regulated transactions. Whether you're a CGP or an individual investor, we ensure 𝐟𝐚𝐬𝐭 𝐞𝐱𝐞𝐜𝐮𝐭𝐢𝐨𝐧, 𝐫𝐞𝐠𝐮𝐥𝐚𝐭𝐨𝐫𝐲 𝐜𝐨𝐦𝐩𝐥𝐢𝐚𝐧𝐜𝐞, 𝐚𝐧𝐝 𝐳𝐞𝐫𝐨 𝐡𝐢𝐝𝐝𝐞𝐧 𝐟𝐞𝐞𝐬. Join the new wave of 𝘳𝘢𝘥𝘪𝘤𝘢𝘭 𝘵𝘳𝘢𝘯𝘴𝘱𝘢𝘳𝘦𝘯𝘤𝘺 in finance with Rialto and discover how we can simplify your crypto journey. 🔹 #Crypto #WealthManagement #DigitalAssets #Transparency

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⊙ We are proud to announce that our Ostrum SRI Credit Ultra Short Plus strategy has reached 2 billion euros in assets under management 👏 Discover more from Matthieu Mouly our head of business development, and Emmanuel Schatz, senior portfolio manager Credit & Money Markets ⤵ 🔹 Matthieu Mouly: "Our SRI Credit Ultra Short Plus strategy offers an attractive add-on to traditional money market placements. Its investment process draws inspiration from money market funds’ investment guidelines in terms of maturities and interest rate sensitivity, but with additional leeway for the selection of issuers. Its solid financial performance and success attest to our commitment to provide an innovative and sustainable investment solution."   🔹 Emmanuel Schatz: "We are proud to have reached such a milestone, a real achievement for our strategy that reflects investors' confidence in our approach to issuer selection based on the strength of the business model and revenue recurrence. This success underscores our commitment to rigorous investment management based on a thorough financial and extra-financial analysis process, targeting performance." More info on our website 👉 https://lnkd.in/eq7x3wi6 Find out more about this strategy 👉 https://lnkd.in/ezUDm6rn Invest. Pro #MarketingCommunication Source: Ostrum AM, end-April 2024. Figures mentioned refer to previous years. Past performance does not guarantee future results. Reference to a ranking, award, label and rating does not indicate the future results. Information available on https://www.lelabelisr.fr/. For more information on the fund, please refer to the legal documentation on www.ostrum.com.

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Joining the #GSSBonds2024 session virtually, Amundi Co-Head of Emerging Markets Fixed Income Sergei Strigo provided an overview of the @Amundi Planet Emerging Green One (EGO), which is the world’s largest targeted green bond fund focused on emerging markets. The long timescale and large size of the fund, which will actively invest in emerging market green bonds issued by financial institutions through to 2025, is expected to significantly increase the scale and pace of climate finance in emerging markets by crowding in capital from investors and creating new markets. With a unique environment, social, and governance policy, EGO also aims to invest into green bonds with measurable green impacts for impact reporting. Sergei also shared his perspectives on how asset managers such as Amundi view opportunities to buy GSS bonds and their requirements. Participants will be drawing on their learnings to develop their respective investor pitches on the 2nd day of #GSSBonds2024 tomorrow. Key speakers from the Islamic Development Bank (IsDB) and S&P Global Ratings will also be sharing keen insights on green sukuk and the external review process. Stay tuned for more updates tomorrow! #AICB #IFC #GSSBonds2024 #green #social #sustainability

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5 Key Points to Understand the Convertible Bond Market. A focus from Aymeric de Tappie, Head of Convertible Research at EthiFinance in BSMART. A Convertible Bond is a Bond. 1) The Risk is Similar to Traditional Bondholders and the convertible twist is an option to convert into stock. The option to convert into shares of the underlying company's stock can provide investors with the potential for capital gains. But convertible bonds are still debt securities. 2) The Child of Mr. Bond and Ms. Option. Sensitive to his father, Credit and Interest Rate. Sensitive to his mother, Stock price, Volatility and Dividends. 3) A Proven Track Record over the Long Run. "An annualized performance close to that of the stock market with a third to half the volatility". Yes, 2008 was painful, and the post Covid period until 2022 was exceptional but "One swallow does not make a summer". 4) Benefits for Issuers. Low interest rate cost, no or light covenants, no necessity of official ratings, few hours from the launch to the close of the book building. 5) Benefits for Investors. The "Proven Track Record over the Long Run", structural diversification, "lower solvency ratios", high diversification across the fund managers. Watch the full interview (in french) 👉 https://lnkd.in/eehYV9hU #EthiFinance #ESG #SustainableFinance

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How far we’ve come since the first edition in Cannes! IPEM has become THE unmissable event for private equity in Europe, drawing a growing number of international investors, which reflects the maturity of our industry. Last week, I had the pleasure of participating in the discussion "Managing Trillions and Still Delivering on Returns" alongside esteemed industry leaders: Deborah Zurkow, Global Head of Investment at Allianz Global Investors, Eric Adler, President and CEO of PGIM Private Alternatives and Jose Gonzalo, Bpifrance's Executive Director. Key messages: 🔹Our industry is in transition, yet its role in financing the real economy is more crucial than ever. Europe offers a unique landscape for building champions with global ambitions. 🔹Sector consolidation is inevitable; the challenge is creating pan-European players that can compete globally while preserving our local expertise. 🔹Our value creation approach goes beyond financial leverage. Innovation and impact, especially in transition infrastructure, remain core to our strategy. IPEM also offers unexpected insights. Asked which animal represents private equity on IPEM TV, I answered: a horse. Well-selected and trained, it wins races. You're probably wondering why this analogy? Because, at Eurazeo, our ambition is clear: to strengthen Europe's private equity industry and ensure our sector creates European champions capable of competing on a global scale. Full interview on IPEM TV: https://lnkd.in/esQJmqYR See you next year! 👋 William Kadouch-Chassaing, Sophie Flak, Olivier MILLET #IPEMParis2024 #PrivateEquity #Investment

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🇫🇷 French 2024 General Election Impact on Capital Markets – insights in seconds with #SigTech MAGIC 🪄⚡️ (🚀 Multi-Agent Generative Investment Copilots – Imminent launch – Get in touch for preview) The French general election brought notable market reactions over two rounds. Here are the key impacts: ⬆️ CAC40: +0.4% after initial falls, indicating market recovery ⬇️ OAT-Bund Spread: Narrowed to 66 basis points, reflecting initial volatility ⬆️ French Banks: Prices rose after early sell-offs, showing resilience 💶 Euro: Initially fell but later steadied against USD and GBP Euro-OAT (10yr) Futures Analysis (June 1, 2024 to July 5, 2024): Annual Return: -0.52% | Volatility: 6.49% | Max Drawdown: 2.18% | Positive Returns: 45.83% Summary: ⚖️ Stock indices initially declined but later recovered 📊 Bond markets experienced moderate volatility 🔎 Investor sentiment remained cautious due to the political uncertainties of a hung parliament. 🌟 Follow SigTech for more insights! 🌟 #CapitalMarkets #FrenchElection #Investment #AI

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🐝 Finance & biodiversity are definitely interconnected Listed impact investing has a crucial role to play in attracting capital to companies committed to biodiversity. 💡 More than 50% of global GDP depends on biodiversity. Given the convergence of these challenges, all sectors of the economy need to embark on the path of transition. Innovative players and daring impact investors are seizing this central challenge, like #LFDE. As a pioneer of listed impact investing in France, we support European companies that contribute to carbon neutrality and the preservation of biodiversity. 🌳 Read our analysis here below in French

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📅 What must investors know about climate risk and global equity valuations❓ Save your seat for the EDHEC-Risk Climate webinar to get the answer. Already 550 professionals registered! Get insights from new research by #EDHECRiskClimate, supported by Scientific Beta, revealing how traditional valuation tools may not adequately address climate-sensitive securities. Learn how uncertainties in the climate system, physical damages, and discount rates impact global equity valuations. The seminar will address the following issues: 🔍 What are the limitations of current climate-aware valuation tools❓ 🔍 How is the impact of physical risk on equity valuation being underestimated❓ 🔍 How to make discounting state-dependent and why it matters❓ 🔍 What are the key factors affecting the impact of climate change on global equity valuation❓ 🔍 What are the implications of the current emissions abatement course for equity valuation❓ 🔍 Can we rely on a 'Greenspan put' for climate risk❓ 🔍 What are the implications for investment managers❓ 📅 July 2, 2024 🕗 8pm SGT 🕑 2pm CEST 🕐1pm BST 🕗 8am EST 🗣️ Speaker: Riccardo Rebonato, Scientific Director #EDHECRiskClimate and Professor of Finance EDHEC Business School Moderator: Felix Goltz, Research Director, Scientific Beta More info/registration 👉 https://lnkd.in/gpewTTiF #ClimateChange #ClimateRisks #PhysicalRisks #ClimateScenarios #Equity #Valuations

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thanks Societe Generale for this article on #ctas #trendfollowing. "This investment style has consistently delivered performance in line with expectations for years if not decades or centuries. The returns have been positively skewed, with positive returns being more positive on average than negative returns, and positive returns occurring more frequently than negative returns. Additionally and importantly, trend followers have outperformed traditional assets during challenging times." what's not to like

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Interview of David Chermont Founder & CEO of INBOUND CAPITAL, partner of CF&B Communication - Midcap Events 2024 🔔 Today is the interview of our Main Partners of the Annual Midcap Event on the 1st & 2nd of October. 2024. David Chermont talks about WHO they are, WHAT they propose to SME’s, WHY they participate. Reliability and skill are rare qualities. David and his team are trustworthy, and their ethics and involvement on any file are admirable. As the CEO of CF&B Communication, but also as Caroline, I wanted to say thank you, and how lucky we are to collaborate since years with Inbound Capital ! INBOUND CAPITAL is an independent corporate advisory firm focusing exclusively on Small- and Mid-Caps, pre- and post-IPOs with a holistic approach, from Equity Story expertise to Strategic Access internationally and now Listing Sponsor capability. Since launch in 2016, Inbound Capital has built a strong track record as trusted advisor to corporates, from start-ups to Mid-Caps.   On Tuesday 18th of June, 2024, Inbound Capital was officially accredited Listing Sponsor on Euronext Growth.   The team at Inbound Capital, which is almost exclusively made up of former ranked Equity Research Analysts, Specialist Sales and Equity Sales as well as Small Cap Portfolio Managers, is looking forward to leveraging its proven ECM - in particular IPO - expertise acquired over decades in global firms for the benefit of Small Caps wishing to go public on Euronext Growth. 👉🏼  The Annual CF&B Communication - Midcap Events holds great importance within the Capital Markets industry, offering a unique platform for listed and pre-IPO companies from Europe/UK to present their investment merits for the broader investment community. ✅ The event will comprise 2 full days of One-to-One’s, Group Meetings, Discovery Meetings, Workshops, Round Tables, Networking - and more! 📅 When? 1st & 2nd of October 2024 📍 Where? Hotel Westin Vendôme (Paris) ➡️ How? Get more information or register here: [email protected] INBOUND CAPITAL David Chermont Jean-Pierre Miguet Frederic Portier Claire Barbaret Thanks to Léava Cohen for the great job ! #entreprisescotées #investorrelations #smallandmidcaps #Midcaps #smallcaps #frenchtech #sociétésdegestion

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Our latest Global Brand Survey revealed a favourable time for asset managers promoting fixed income in France, as the demand is high and financial intermediaries associate many different brands with the asset class rather than only opting for a select few managers. Find out more about the most competitive asset classes and management styles in France: https://lnkd.in/e8-qaGHQ #GlobalBrandSurvey #AssetManagement #ResearchInsights #France

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Did you miss our last webinar about Flexible Offers (Cash + Equity) at Scale? Don’t worry, the webinar replay has just arrived 🔥 A special thanks to Virgile Raingeard and Albane Bressolle Chataigner for sharing their expert insights and strategies to revolutionize financial compensation. To dive into the strategies discussed helping you innovate and adapt your compensation packages for a competitive edge, click on the link below 👇 https://lnkd.in/eZ7wPAmh #webinar #hr #flexibleoffers #paytransparency #salary

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From Vine to TikTok: The Evolution of Short-Form Video Content #Markets #Economy #investing #money #bankingindustry #productivity #bestadvice #businessintelligence #Innovation #Management #Technology #Entrepreneurship #Startups #VentureCapital #Economics #strategy #business #artificialintelligence #socialentrepreneurs #Creativity #Futurism #SocialMedia #SocialNetworking #branding #advertisingandmarketing #bigdata #consultants

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PRESS RELEASE: EDHEC supports ILPA transparency initiative, but benchmarking guidelines needed In an open letter (https://lnkd.in/gfxcFtnN) in response to the Institutional Limited Partners Association (ILPA) consultation on its reporting and performance templates, the EDHEC Infrastructure & Private Assets Research Institute (EIPA) has expressed support for the ILPA's initiative to enhance transparency by improving performance and reporting disclosures in private markets, but believes that ILPA should recommend benchmarking guidelines that restrict the degrees of freedom in comparing performance, such as proposing standardised definitions of metrics, objective identification of peer groups, and increased information about comparisons. Moreover, ILPA could insist on using private market-specific indices as a reference for comparison. Some key takeaways from EIPA's open letter: - ILPA's introduction of disclosures about subscription lines in the performance template and the increased detail on fees in the reporting template are commendable. EIPA believes that these changes will enable LPs to make more informed decisions in private markets. Furthermore, these templates set a high standard, and their adoption by GPs can substantially improve private market investing. - EIPA believes that a standardised valuation approach that brings the focus back to asset-level information could provide strong foundations to improve benchmarking practices. - Transparent and objective factor-model-based valuations can reduce gaming of the valuation and also provide private-market-specific return proxies.

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What do #Devialet, Opéra National de paris, #VO2Group, and #Deel have in common? At first glance, these might seem like very different players in their respective industries, but they share some powerful themes: 🎯 Commitment to Excellence: Whether it’s redefining sound (Devialet), creating unforgettable performances (Opéra National de paris), delivering bespoke consulting (VO2 GROUP), or revolutionizing HR (Deel), all are leaders in their domains. 🚀 Innovation and Transformation: From groundbreaking audio technology to digitizing the workforce experience, these brands are at the forefront of innovation and change. 🌍 Global Reach: They don’t just serve local markets—they’re global powerhouses, shaping experiences and solutions worldwide. 🤝 Human-Centric Focus: Be it immersive sound, breathtaking art, personalized consulting, or seamless workforce solutions, they prioritize the human experience. 🇫🇷 French Roots, Global Impact: With ties to France’s rich tradition of sophistication and innovation, they carry this ethos to the global stage. What’s remarkable is how these brands connect art, technology, and impact to drive meaningful change in their industries. A true inspiration for innovation and excellence! Jeremy Mimoun Alex Bouaziz Jacques Demont Florent Daversin #Innovation #Leadership #Excellence #Deel #Devialet #Opera #operagarnier #palaisgarnier #operadeparis #VO2Group #HRTech #DigitalTransformation

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