Based on its overall recognised expertise in fund processing, Optimum Gestion Financière has appointed Societe Generale Securities Services (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.”