An Investment management is the sole activity of the company. All other tasks (custody, fund administration, controls, legal issues, accounting…) are outsourced.

Team approach:

Two regularly held investment committees comprised of executives, managers and credit analyst are chaired by Christian Prince.

A monthly committee is in charge of macroeconomic data and sets the main targets across:

• Macroeconomic outlooks
• Interest rate, equity and currency market outlooks
• Sector selections

Compared to the market consensus, these outlooks enable us to determine the investment policy.

A weekly committee determines the strategy and monitors it.

• Regrouping the whole management team, it is the decision center regarding stock selection.
• It bases its main target decisions synthesising credit, equity and actuarial analysis.
• Monitoring compliance with constraints and process.

The Caisse d’Epargne and Crédit Agricole groups assure fund administration – CACEIS Fastnet - and custodian activities – CACEIS Bank - of the open funds. Schelcher Prince Gestion commits itself to long term and transparent relationships. As such, the company is member of Ethi Finance.