After starting in fundamental financial analysis for investors, working with Professor Bertrand Jacquillat at the firm Associés en Finance, I was recruited as an investor by the Allianz group. I soon realised that the constraints involved with this type of structure were not compatible with my own vision of investment. By way of contrast, at Clartan Associés I found a client oriented basic management culture and a continuous searching for product excellence. What is more, I also found that there is a real entrepreneurial spirit at the company, which is still being nurtured, and a company culture where the development of the company and the person go hand in hand.
Training: ESCP Europe / Diplom-Kaufmann (Technische Universität Berlin) / Training centre of the SFAF (French Society of Financial Analysts)
Languages: French, English, German
I began my career in the energy industry in 2005 where I worked as a young engineer for the American ConocoPhillips. After several assignments in different countries (Norway, China, and the United States), I switched into market finance in 2014 and joined Alken Asset Management in London as an equities analyst. In 2021, it seemed only natural to join Clartan because I am convinced by the company’s values and business model: a collegiate investment management team specialising in long-term, socially-responsible investment. The stability of the Clartan management team and investment philosophy seem to be major strengths for growing our clients’ capital over the long term.
Education: Ecole Polytechnique - NTNU (Norway)
Languages: French, English
Having gained experience with mergers & acquisitions at Lazard, and with a Masters in Finance and Strategy from Sciences Po Paris, I was delighted to join Clartan Associés in March 2013. An earlier internship with the company was a rich and rewarding experience, providing in-depth training in financial analysis. I learnt to share the company’s values of rigorous work, intellectual curiosity, team spirit and a strong business culture, which have become part of my daily life. After receiving AMF certification, I am now in a position to take part in all management decisions. Through my experience in investment banking and auditing I am able to contribute my modelling skills, rapid execution and a fresh approach and new ideas. My special focus is financial analysis, fund management and customer accounts under management contract. Clartan Associés is a serious company that is geared towards excellence and the future. I am delighted to build my professional career here and to participate in the company’s development.
Education: Sciences Po Paris, Masters in Finance and Strategy
Languages: French, English, Spanish, Portuguese
The sub-fund is not SRI-labelled.
Sectoral
Non-conventional arms, tobacco, non-therapeutic cannabis, pornography, gambling, thermal coal.
Behavioural
Major controversies relating to the environment, society, governance, business ethics or products.
ESG requirement
>50% of net assets in equities and bond with the best ratings (A+, A-, B+).
75% at 31st December 2025
Voting at AGMs
Voting at least 50% of shares held.
Dialogue
Engagement in dialogue with management bodies on ESG issues.
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Number of units
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2,965,940 |
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Sub-fund net assets
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€787,621,446 |
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ISIN Code
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LU1100076550 |
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Dividend policy
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Capitalisation |
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Custodian
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Banque de Luxembourg |
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Valuation
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Daily |
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Administrator
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EFA |
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Advisable holding period
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Over 5 years |
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UCITS creation date
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07/06/1991 |
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Management fees and other administrative or operating costs
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2,00 %, of which 1,80 % management fee |
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Entry fee
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3 % (maximum - Not earned by Clartan Associés) |
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Exit fee
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Nil |
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Performance fee
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Nil |