Sébastien Barbe

Provides asset management services

Arkea Asset Management is an active, conservative manager who focuses on risk control and absolute performance and aims to preserve capital in the medium term. Their geographic focus is primarily on the Eurozone and Europe. The firm’s management team makes stock selection decisions based primarily on credit, equity, and actuarial analysis. A monthly committee sets the main targets across macroeconomic outlooks, interest rate outlooks, equity outlooks, and currency market outlooks.

Rothschild & Cie Gestion utilizes active, passive and multi-manager strategies to invest across geographic regions in a range of instruments including equities, fixed-income, alternatives, currency and convertibles. The firm utilizes a blended, unbiased style to manage equities. Their structured investment process combines top-down and bottom-up approaches to allocate sectors and geographies and to select stocks, respectively. They perform fundamental qualitative analysis and focus on managing European values through their mutual fund range and US large-caps. Rothschild & Cie Gestion's index (passive) management seeks to replicate the performance of a market index and is based on pure replication (buying all the securities that comprise the index and their respective weightings) and synthetic replication (constructing a portfolio of money market instruments (certificates of deposit, treasury , pensions against Treasury bills). Meanwhile, the fund buys (or sells) futures contracts on the index to replicate. Multi-management is based on a quantitative and qualitative selection of underlying funds to control risk and maximize performance through diversification. A dedicated team selects funds, manages funds of funds and monitors managers.