Impact investing has now become a fact of life for all categories of investors in all product categories.

Institutional investors representing mainstream interests, such as pension funds and insurance companies, are increasingly increasing their demands for the inclusion of impact investing in their strategies.
In addition, institutional investors with public exposure may face public pressure to pursue strategies in which additional elements, such as reputational risks, further strengthen product selection criteria.

Retail investors, and in particular the younger generations, are increasingly investing in impact investment products for multiple reasons which may, or may not, be based on objective criteria, from personal convictions or market trends.

We are progressively including the impact investment dimension in our solutions, through various elements according to the specificities of each service and industry needs, such as specific services for ESG strategies, etc.

We have established sound and constructive governance bodies and dialogue practices in our decision-making and day-to-day operations.

Our commitment to ESG matters is part of our DNA, in relation to the development of a sustainable business model. As a SMS, our means remains limited; however, we dedicate as much efforts as possible to base our development on a sustainable approach, in particular on specific aspects such as staff equity rules, permanent training, green impacts, sustainable workspace, working location strategy.

Digital transformation has many names, FinTech, blockchain, big data, etc.

The integration of the technologies in the management and in the processing of financial data is not new. However, the investment fund industry, particularly in Europe, was inexplicably lagging - a lag that we, at FundGlobam, have long referred to as the information stone age.

Things have changed a lot in recent times, with many impacts, notably the potential reduction in the cost of the transaction, the potential reduction in the time taken to process a transaction, the exploitation of huge masses of data in pricing and decision making, the integration of technological capabilities in communications between players and between players and investors, the globalisation of markets, etc.

We massively invest in technologies and digitalisation together with our permanent investment in market knowledge and market players: the result is FundGlobam DiGital, our online platform and digital tools.

FundGlobam DiGital provides adapted end to end solutions matching as best as we can to this permanently changing environment integrating dynamic data management, online services, automation, and industrialisation.

We provide end-to-end solutions addressing the entire distribution value chain. We take advantage of the sharing and pooling effects along this value chain, and therefore provide our services at a fair price, allowing asset managers to efficiently master their costs.

The challenges of fund distribution have become so great that they attract the interest of institutional investors, particularly private equity funds and financial groups which aims at strengthening their positions in the distribution field.

The fund distribution sector has therefore naturally entered a period of consolidation with, among other things, the development of well-known local, regional, and global intermediaries addressing the lack of integration and the complexity of the current distribution networks.

Also, so-called blockchain technology platforms rationalising the industrial distribution chain from the decision to invest to the position settled in portfolios, will also play a role in a near future in this consolidation.

We pay a lot of attention to the different market consolidation events, whatever they may be. We have established our own development agenda, which may be adjusted according to external factors and events.

We have also integrated these aspects of industry consolidation into our product engineering and service development: we manage the priorities in our investment decisions, particularly regarding our digital tools.

Although evolving, our permanent investment in market knowledge remains an absolute priority.