CANDRIAM S.C.A.
Firm details
- Headquarters
- STRASSEN,
- CRD number
- 173355
- Registered since
- December 4, 2014
- Website
- www.candriam.com
- Custodians
- BELFIUS BANK, CACEIS BANK
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles69.85%
- Insurance Companies11%
- Pension & Profit Sharing Plans7.36%
- Corporations / Businesses5.32%
- State / Municipal Government2.77%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Candriam S.C.A. is a foreign-owned investment manager that operates as a hedge fund and other fund provider focused on institutional clients. The firm charges asset-based fees and can earn performance fees, and it is active on the ESG front. Regulatory filings list business activity as a commodity pool operator/commodity trading advisor (CPO/CTA) and a range of advisory services including portfolio management for individuals, pooled vehicles, institutions and investment companies, selection of other advisers, and the production of periodicals and educational seminars. The firm’s mix of product and distribution capabilities spans pooled vehicles and separate account management, and its business affiliations include broker-dealers, banks, trust companies and insurance firms as sponsors or counterparties.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Sovereign Bonds29%
- Investment Grade Corp Bonds25%
- Private Funds22%
- Exchange Traded Equities15%
- Non-Investment Grade Corp Bonds7%
Owners & executives
3 of 9NICOLAS FOREST
Chief Investment OfficerCRD 7739679
JEAN-YVES MALDAGUE
Chief Financial OfficerCRD 6408936
RENATO GUERRIERO
Deputy CEOCRD 7739674
Contacts
3 of 6Michael Harte
DirectorCRD 7243037
ALAIN KARAOGLAN
Executive Vice PresidentCRD 1593876
Dirk Guido GYSELINCK
Member of the Board of DirectorsCRD 8215892
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$3.4M in ETFs
0%
$0
100%
$3.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ARK INNOVATION ETF (ARKK) | ARK | Active | Mid Cap Growth | $2.4M | 35,520 | 71.08% |
Location
STRASSEN, null
Location
STRASSEN, null
Headquartered in STRASSEN, null.
- Address
- 1921 Rte Darlon
- Office locations
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