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An active and responsible management company

Created in 2000, DNCA Finance is recognized for conviction-based management across asset classes, management styles (Value, Blend and Growth) and geographical regions.

Our wealth management approach puts risk considerations at the center of our engagement, embedding them into each stage of the investment process whether it be financial or extra-financial dimensions. 

Our investment offering is organized around five areas of expertise (Fixed Income, Global Macro, Multi-Asset, Equities and Beyond). Our strategies are well recognized and have been regularly awarded.

Encours
26.4
bn € AUM
Expertises
5
Expertises

(Bonds, Global Macro, Multi-asset, Equity, Beyond)

Fonds
44
Fund
Collaborateurs
151
Employees
13 Nationalities
11 Languages
Gerants et analystes
54
Portfolio Managers & analysts
collaborateurs compliance et risques
10
Staff

within the Compliance & Internal Control and Risk departments

Investment management servicing our clients and their heritage

We believe the ever-changing and complex economic and financial environment no longer favors passive savings solutions. This is why we propose active portfolios that reflect the convictions of our portfolio managers, allowing clients to benefit from in-depth knowledge of companies, issuers and financial markets.

At DNCA Finance, we all share the same ambition: to develop solutions that are adapted and managed with an approach that combines anticipation and pragmatism.

Our expertise, rigor and sense of accountability have enabled DNCA Finance to position among Europe’s top equity investment firms.

AUM BY EXPERTISE

75% of our assets include ESG criteria

AUM BY TYPE OF CLIENT

People focused and committed management

The human dimension of our business is essential. We believe our success relies on the strength of the collaboration between our teams, clients and partners.

Our aim is to propose high level services backed by seniority, complementarity and the skills of our investment professionals.

 

Our portfolio managers and analysts all share the same values, characterized by :

  • Focus on excellence backed by long experience in the expertise in which they operate. Regular exchanges and close collaboration allow teams to share views and adapt strategies accordingly.
  • Open-mindedness to news ways of initiating strategies and responding to the challenges of tomorrow.
  • Independence, a condition that ensures teams can act fully in the interest of growing our clients’ savings.
AUM BY COUNTRY
Source : DNCA - As of 31/03/2021

Our commitment

Since the very beginning, we have taken an ethical approach to investments with a strong focus on governance. We are also convinced that long-term management must integrate environmental, social and societal aspects into its analysis. 

At DNCA Finance, we believe Socially Responsible Investment (SRI) provides an opportunity to invest in companies that contribute positively on environmental,  social and societal dimensions. For this reason, we are a signatory of the UNPRI and are active in their collaborative platform.

DNCA Finance is a member of the AFG's Responsible Investment Committee and participates in the working group on the European consultation on sustainable finance initiatives. DNCA Finance also adheres to the AFG-FIR-Eurosif transparency code for SRI funds open to the public. 

Similarly, we pay particular attention to the state labels, SRI and TEEC, in their current form and are committed to participating in their development.

As part of our commitment to SRI, we encourage all financial players to move towards greater transparency. To support this ambition, we have decided to monitor and make public each year* our climate trajectory for all our investments managed within the framework of the Paris Agreement, supporting the objective of carbon neutrality in Europe by 2050.

*As of June 2021. 

Logo PRI
Logo label ISR
Logo CDP
Logo label Febelfin
Logo AFG
Logo Transition energetique
Logo Relance
Assets under management in Euros bn and Highlights
2000-2004
2.4
2005
3.9
2006
4.9
2007
3.6
2008
4.4
2009
4.9
2010
5.1
2011
5.2
2012
9
2013
14.9
2014
18.9
2015
19.2
2016
24.6
2017
23.1
2018
22
2019
25.3
2020
Source : DNCA - As of 31/03/2021
Awards
Company
DNCA awarded at the European Funds Trophy 2017
DNCA awarded at the European Funds Trophy 2017
DNCA Finance ranked best Multi-country management company for the category 16 to 25 rated funds
Funds
Citywire names Carl Auffret best European equities fund manager
Citywire names Carl Auffret best European equities fund manager
After obtaining the AAA rating, Citywire has named Carl Auffret, CFA, best European equities fund manager.
See the fund
Funds
DNCA Finance rewarded for its Alpha generator
DNCA Finance rewarded for its Alpha generator
Funds
DNCA Invest Value Europe voted best European equity fund
DNCA Invest Value Europe voted best European equity fund
See the fund
Company
DNCA awarded at the European Funds Trophy 2016
DNCA awarded at the European Funds Trophy 2016

A dedicated distribution network servicing France, Italy and Luxembourg, supported by a global platform provided by Natixis Investment Managers

Natixis Investment Managers serves financial professionals with more insightful ways to construct portfolios. Powered by the expertise of 26 specialized investment managers globally, we apply Active Thinking℠ to deliver proactive solutions that help clients pursue better outcomes in all markets.