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EGAMO

EGAMO. June 18th, 2012. Fabrice Henry (Chairman) Nicolas Demont (Managing Director). 1. Our identity. A double culture. 2. EGAMO was born from the MGEN’s will, the French National Education’s mutualist actor, to create an asset management company

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EGAMO

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  1. EGAMO June 18th, 2012 Fabrice Henry (Chairman) Nicolas Demont (Managing Director) 1

  2. Our identity A double culture 2 • EGAMO was born from the MGEN’s will, the French National Education’s mutualist actor, to create an asset management company • A double culture for an offer dedicated to social economy actors : • Complementary teams coming from both the « mutualist » and the asset management world • Asset management services that fit to the specific constraints and regulations of institutions (« mutuelles », « associations », « instituts de prévoyance »…)

  3. Our identity Asset under management : 2,5 billions euros A significant increase in assets since inception Assets december 31th Asset at the end of 2011 3 3

  4. EGAMO’s responsible investment policy Inception date: may 2010 Reason for adoption : because of it origines, EGAMO’s positioning, sustainable development and E.S.G. (Environmental Social and Governance) are at the heart of our basic values Areas of implementation : the three fields E.S.G. (equalized) Approval : the main shareholder, the board of Directors and the whole staff agree on this approach and support it actively Who is it for ? : to our clients from the « mutualiste » and « paritaire » world Exceptions ? : no exception but a comprehensive approach How is it applied ? : it’s presently mainly applied to direct portfolio (no Best In Class) Specific themes ? : no specific theme but we take into account specific requirements of our clients (forbidding arms, tobacco, alcohol, climate deterioration,…)

  5. Summary • « Mutualistes » values… • Availability • Pragmatism • Transparency • … throughout in all of our management practices : • Client listening for a taylor made approach that fit his specific targets and constraints • Tight portfolio management • A share issues understanding with our clients and a transparent pricing policy • Joining the Principles for Responsible Investment (PRI). 5

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