Institutional Investors
Our expertise
For over 25 years, Lazard Frères Gestion has maintained a division focused on serving institutional investors, including insurers, pension funds, companies, and non-profit organizations. These investors seek cutting-edge expertise to strategically deploy their assets in the market through a proactive approach.
Lazard Frères Gestion has responded to these needs by offering to create dedicated segregated account or tailor-made management mandates. These funds and mandates incorporate all investor investment constraints and priorities, particularly in terms of ESG approach.
Institutional investors also have access to Lazard Frères Gestion's entire range of open-ended funds. This range of equity, fixed-income, and multi-asset funds encompasses specific areas of expertise, including thematic funds on the equity markets, financial subordinated debt, high yield, absolute return management, and futures funds.
Customized management
The dedicated funds created by Lazard Frères Gestion for its institutional clients may correspond to specific approaches to investing in equity or bond markets, or as part of a multi-asset class strategy.
Tailored services
We take into account the various constraints linked to the specific regulatory environments, insurance companies, pension funds and provident institutions in particular.
We offer customized management services for players in the insurance world:
- Advice on asset/liability matching (ALM)
- Active financial and accounting management, in compliance with regulatory constraints
- Risk control adapted to this type of management
RFPs
We have a “RFPs” team whose role is to handle calls for tenders issued by institutional investors, as well as relations with consultants. During the various tender phases, we present the solutions we can put in place to meet all the criteria defined by investors. In addition, this team centralizes information from the management company to respond to due diligence questionnaires.
