The company - Historical
A few key dates in METROPOLE Gestion's history
The METROPOLE Gestion asset management company was created on 4 July 2002. The by-laws were filed in July and AMF accreditation was obtained on 21 October. An institutional investors club met to carry the first Value funds created on 29 November: METROPOLE Sélection, METROPOLE Euro, METROPOLE France and METROPOLE Avenir Europe.
In 2003 the range expanded, particularly with the creation of a convertible bond fund, METROPOLE Convertibles, to meet the needs of investors and METROPOLE Frontière Europe to take advantage from opportunities in Central European emerging countries.
The team continued to grow in 2004. METROPOLE Gestion was still predominantly oriented towards institutional clients, but also began to develop business with international clients, making up 10% of assets under management.
In 2007, with over EUR 2.2 billion in assets under management and a team of 35 people, the company reached maturity, after 5 years of existence.
In 2008, METROPOLE Gestion created METROPOLE Value SRI (Socially Responsible Investment).
In 2009, after successfully addressing the risks of the 2008 crisis and keeping the confidence of investors through the application of a rigorous portfolio management process, METROPOLE Gestion was able to capture the market rebound.
METROPOLE Gestion entered into a research partnership with the University of Auvergne on the dynamic analysis of ESG (environmental, social, governance) criteria.
In 2011, it stepped up its growth drive with further international development in London and Switzerland and enhancement of the institutional client base.
The company celebrated its 10th anniversary in 2012. It consolidated its position with a concentrated product range, increasingly responsive organisation and a bigger sales team focused on reinforcing client relations (institutional clients, funds of funds, private banks, family offices) in France and abroad. With a renowned 10-year performance profile and nearly EUR 2.5 billion in assets under management, METROPOLE Gestion is well-equipped to embrace a new decade of Value Investing and to meet is future challenges.
In 2013, METROPOLE Gestion’s market share gains in Europe allowed it to double its assets under management to €5bn. It achieved this mainly by registering its Europe Value equity funds with European regulators (in Switzerland, the Benelux, Germany, Austria, Italy, Spain, the United Kingdom, and Sweden) and setting up METROPOLE Funds, a fund that feeds into the METROPOLE Sélection master fund. More than 20% of total assets under management are now from outside France.
In 2014, the company expanded its commercial development in Europe and particularly in Germany, having already developed its footprint in Geneva, Luxembourg and the UK.