Patrimonia 2025

We are delighted to have participated in the 2025 edition of the Patrimonia trade show, a must-attend event in the world of financial management.

Two enriching days marked by:

Constructive discussions with our clients, partners, and numerous visitors about their challenges and the relevance of our investment solutions as sources of diversification for their allocations; 

A fascinating debate on the theme of “Return on European equities: active or index-based management,” moderated by Gilles Petit, with Richard Pandevant and Philippe Toledano, alongside Stéphane Le Gall (Arkéa Asset Management). Flows into passive management remain massive, but the current market environment (normalization of rates, increasingly frequent and violent rotations), combined with the systemic risk resulting from the super-concentration on a few stocks, argue in favor of a more important role for conviction and active management around the index. At Exane Asset Management, these convictions are expressed through blended management, where the performance driver is focused on stock selection, a skill derived from our team of sector specialists' experience in long/short equity management. 
 

The “success” of our “Alpha Builder” goodies, designed as a pocket toolkit and symbolizing the philosophy of Exane Asset Management and the collective and ongoing work of its teams to create value and preserve it over time.