Accelerated Fund managers
The pool of independent asset management companies with differentiating and often innovative expertise is rich in opportunities for institutional investors who wish to support the EMERGENCE initiative.
Fund managers in the process of accelerating
Thematic management strategies
Emergence Techs for Good sub-fund
Pluvalca Disruptive Opportunities
Discretionary strategy in European growth equities supported by technological innovations.
EdRS Tech Impact
Discretionary strategy in global equities on innovative technologies with positive environmental and social impacts.
Oddo BHF Artificial Intelligence
Discretionary strategy using artificial intelligence techniques, on global growth stocks, competitive in the field of artificial intelligence.
Sextant Tech
Discretionary global equity strategy focusing on innovative business sectors at the heart of the technological value chain.
Aesculape
Discretionary international equity strategy specialising in sustainable and innovative health care ecosystems.
European equity management strategies
Emergence Europe sub-fund
First Private Euro Dividenden Staufer
Discretionary and quantitative equity dividend strategy.
Gay Lussac Green Impact
Discretionary strategy for sustainable and responsible growth equities.
Norron Sustainable Equities
Discretionary strategy with sustainable investment objectives on Nordic equities.
Emergence Actions II sub-fund
Accelerated managers tell their stories
BDL
Capital Management
First Private Investment Management
EIFFEL
Investment Group
Absolute performance strategies
Emergence Performance Absolue sub-fund
Investments in active management
These investments are specific to this sub-fund (without acceleration or lock-up period), making it possible to increase the visibility of the selected funds to institutional investors.
Former accelerated fund managers
Emergence Actions II sub-fund
Emergence Equities sub-fund
LFR Euro Développement Durable
Discretionary strategy on growth equities and “best in universe” ISR.
Emergence Performance Absolue sub-fund
Eiffel Credit Opportunities
Discretionary strategy on European bank and corporate debt.
Selection process
The process of selecting entrepreneurial management companies is carried out by the delegated financial manager of each EMERGENCE sub-fund.
The objective is to detect promising asset management companies with distinctive or innovative expertise that demonstrate a strong commitment to sustainable challenges. Their investment strategy must be promising in terms of risk-adjusted performance to support significant potential for business development and growth in assets under management.
Based on a proprietary methodology, NewAlpha AM analyses and scores the applications of independent asset management companies for which one or more funds may be eligible for one of the active sub-funds of the EMERGENCE SICAV.
After initial contact, the applicant asset management company and its target fund are analysed through a rigorous and very thorough process of financial and extra-financial due diligence, sequentially divided into three stages. These may be conducted over several months, depending on the characteristics specific to each case. Each step is the subject of detailed information to the EMERGENCE Investment Committee, made up of representatives of the SICAV’s institutional shareholders.
NewAlpha AM is also responsible for signing the acceleration agreement between the candidate entrepreneurial asset management company and the EMERGENCE SICAV.
At the end of the selection process, the candidate asset management company presents itself to the EMERGENCE Investment Committee, which then assesses and validates the recommendations of the delegated financial manager, while being able to exercise its right of veto, for the choice of an investment by the sub-fund in the target fund.
Throughout the investment period of the EMERGENCE SICAV, the delegated financial manager carefully monitors the fund’s performance, the development of the accelerated asset management company and its progress in its approach to responsible investment.