Optimum Gestion Financière selects Societe Generale Securities Services for its mutual funds

Based on its overall recognised expertise in fund processing, Optimum Gestion Financière has appointed SGSS in France to provide a complete securities services offering for its mutual funds which target institutional and private investors.

Created in 1998, the asset management company manages several mutual funds in France, with exposure to international equity markets, notably the Canadian stock market, as well as the Euro zone.

Within the mandate, SGSS will provide custody, liability management, depositary bank and valuation services for its entire range of funds, as well as custody services for Optimum Vie, the Group’s life insurance company in France, acquired in 1975.

“Our main objective is to use a structured and rigorous investment process with a specific emphasis on controlling risks to create value and preserve our clients’ capital,” confirms Benoît D. Lapointe, General Manager of Optimum Gestion Financière. “Thanks to SGSS’ recognised expertise, our funds will benefit from the security of a leading depositary bank in Europe, strict controlling processes and reinforced transparency for our investors.”

Optimum Gestion Financière S.A. (OGF)

Present in France since 1975, OGF is an asset manager and member of the Optimum Group, a private Canadian financial group with international operations. OGF manages several mutual funds, including a Canadian equity fund, for institutional and private investors. OGF works closely with Optimum Asset Management, its sister company based in Montreal which manages $ CAD 9 billion in assets for institutional and private clients, regarding the consistency of macroeconomic scenarios and the management approach.

Created in 1969 by actuaries, the Optimum Group is active in life reinsurance, property and casualty insurance, life insurance, actuarial consulting and asset management. The group is present in Canada, the United States and in France. More than 550 employees contribute to its success.

Press Contact
Stephanie Jonville – +33 1 42 14 38 99 – stephanie.jonville@socgen.com - @SG_presse

Jean-François Marchand Head of Sales France Societe Generale Securities Services