OFI Investment Solutions (OIS), a 100% subsidiary of Groupe OFI, offers tailored advices to institutionals, corporates and family offices in the field of structuring financial products.
Approved on December 17, 2010 as an investment firm by the AMF and the "Autorité de Contrôle Prudentiel", OFI Investment Solutions has positioned itself as a service provider for investors, facing the structuring desks of banks and more generally promoters of structured products.
The liquidity crisis of 2008 has strengthened OFI Group’s convictions of increased demand from customers, often facing a lack of transparency, for independent expertise in the field of structured products
Guillaume Launay, CEO of OFI Investment Solutions said "The creation of this new activity is part of the development strategy of the Group OFI, and meets the expectations of its customers especially in terms of pricing and risk monitoring"
Organized like a in-house team, OFI Investment Solutions is able to offer the following services:
Investment advisory, restructuring and divestment
Through advisory mandates, OFI Investment Solutions assists its clients in their investment decisions in structured products and, more widely, is involved in the implementation of arbitrages, divestment and restructurings.
Seeking investment solutions via structured products
OFI Investment Solutions designs structured products on different asset classes and funds that meet expectations of its customers, negotiates implementation and best execution with banks. The process is customized on a case by case basis and takes account of regulatory developments, including Solvency II.
The independent pricing and reporting of positions
The know-how of OFI Investment Solutions may be used as an additional valuation agent for structured products on equity, equity index and interest rates. OFI Investment Solutions owns the tools required to achieve quantitative reporting of structured portfolio, including (if needed) within specific regulation framework: This service can be requested at any time.
The reception and transmission of orders
OFI Investment Solutions also offers a best effort service of orders reception and transmission of on all products covered by its investment advisory business, but also equities.
Origination consulting
Given the issue of higher cost of equity, OFI Investment Solutions advises clients in finding innovative sources of financing as alternatives to traditional investments.
