DNCA Finance, a management company affiliated with Natixis Investment Managers, which employs one hundred and fifty-nine people in its three offices in Paris, Milan and Luxembourg, announces the arrival of Jean Carlou as a multi-manager analyst. He will strengthen the multi-management team led by David Tissandier, who arrived in 2019, and Axel Wallen, who has been with him since 2015.
Jean Carlu will be involved in the management of diversified funds of funds, both in terms of fund analysis and selection, as well as in terms of strategic and tactical allocation.
John is 41 years old. He is a graduate of ESC Dijon (audit and financial management). He has over 10 years of experience in managing and selecting specialized funds. He started his career in 2006 with Lyxor Asset Management. In 2008 he joined La Française Asset Management where he remained for 14 years and held various positions: alternative management analyst, then manager/selector in multi-management and diversified management for a clientele of institutional investors and CGP firms. He was hired by DNCA Finance in March 2022.
DNSA multi-management team
Multimanagement in DNA
At DNCA Finance, multi-management offers a customized offer, fully tailored to the specifications/needs of the clients:
Dedicated personalized funds offering bonds, stocks or diversified investments, taking into account the measurement of financial risks in the process of optimizing asset allocation.
Investment advice to insurance companies.
Proximity and transparency are at the heart of our commitment and are present in every management solution we offer. For each of our areas of expertise, we take a fundamental, proactive and heritage-based approach.
Based on choice in an open architecture, our process gives access to the best experience of all management companies. Our governance is the result of a combination of a top-down approach (global macro) and a bottom-up approach (selection of funds). Our ongoing search for diversification is based on 4 pillars:
Asset classes : stocks, bonds, diversified, absolutes, monetary…
Geographical zones : Europe, Eurozone, USA, Japan, Emerging…
Management styles : Growth, Cost, Blend, Momentum, High Yield, Aggregate, Financial Underlings…
Cap sizes : Large, Medium and Small cap.
We make full use of risk or hedging derivative products to provide more flexibility at a lower cost.
The team consists of 3 multi-managers/analysts who complement each other, each with an average of over 15 years of experience. Each of them has skills and specializations that allow them to cover the entire spectrum of asset classes. Collegiate management.
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About the finances of DNA:
DNCA Finance, a subsidiary of Natixis Investments Managers, is a management company established in 2000 in Paris by wealth managers on behalf of private and institutional investors. DNCA Finance’s team of 159 employees has accumulated experience in European and international equities (“long only” and “absolute returns”), diversified management, convertible bonds and Eurozone bonds. In June 2018, DNSA Finance created a new SRI management development center. Its debt reached 27.5 billion euros (31 December 2021).
About Natixis Investment Managers
The multi-boutique approach of Natixis Investment Managers allows clients to benefit from the insight and targeted experience of over 20 active managers. Natixis Investment Managers is one of the largest asset managers1 in the world with over $1,400 billion2 (€1,245 billion) in assets under management and offers a range of diversified solutions spanning different asset types, management styles and tools, including innovative environmental, social and governance ( ESG) strategies and products dedicated to the development of sustainable finance. We work in partnership with our clients to understand their personal needs and provide them with information and investment solutions tailored to their long-term goals.
Based in Paris and Boston, Natixis Investment Managers is part of the global financial services division of Groupe BPCE, the second largest banking group in France through the Banque Populaire and Caisse d’Epargne networks. Management companies associated with Natixis Investment Managers include AEW, AlphaSimplex Group, DNCA Investments3, Dorval Asset Management, Flexstone Partners, Gateway Investment Advisors, Harris Associates, Investors Mutual Limited, Loomis, Sayles & Company, Mirova, MV Credit, Naxicap Partners, Ossiam, Ostrum Asset Management, Seeyond, Seventure Partners, Thematics Asset Management, Vauban Infrastructure Partners, Vaughan Nelson Investment Management and WCM Investment Management. We also offer investment solutions through Natixis Investment Managers Solutions and Natixis Advisors, LLC. Not all offers are available in all jurisdictions. For more information, visit the Natixis Investment Managers website at im.natixis.com | LinkedIn: linkedin.com/company/natixis-investment-managers.
The distribution and service teams of Natixis Investment Managers include Natixis Distribution, LLC, a limited purpose brokerage firm and distributor of various U.S. registered investment firms for which advisory services are provided by affiliates of Natixis Investment Managers, Natixis Investment Managers SA (Luxembourg), Natixis Investment Managers International (France) and their subsidiaries, distribution and service companies in Europe and Asia.
1 The Cerulli: Global Markets 2021 quantitative update ranked Natixis Investment Managers as the 15th largest asset manager in the world by number of assets under management as of December 31, 2020.
2 Affiliate Assets Under Management (“AUM”) as at 31 December 2021 is $1,416.3 billion. Assets under management reportedly may include contingent assets, assets under management, gross assets, minority-owned affiliate assets, and other types of non-regulated assets under management managed or managed by companies affiliated with Natixis Investment Manager.
3 Trademark of DNSA Finance.
The above information does not constitute a contractual element or an investment recommendation. DNCA Investments is a trademark of DNCA Finance.
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