Trusteam Finance
Created in 2000
- BETA
Up & running (A)
Existing signals show a regular activity Social networks
46 533 88 2,666Entity types
Location
11 Rue Berryer, 75008 Paris, France
Paris
France
Employees
Scale: 11-50
Estimated: 28
SIREN
433634144Engaged corporates
20
5 14Added in Motherbase
3 years, 1 month ago
Incubators & VCs Value proposition
[Automatic translation follows] Customer Satisfaction, a driver of financial and extra-financial performance
Created in 2000, Trusteam Finance is an independent French management company specializing in asset management and portfolio management. It currently manages nearly €1 billion in assets for a clientele of individuals and institutions.
The Trusteam Finance team is made up of 26 people, including 9 managers and analysts with over 16 years of experience in the financial markets.
Trusteam Finance has a range of UCITS that respond to both a defensive and dynamic approach. For independents, it offers two supervised mixed funds (Trusteam Optimum and Trusteam ROC FLEX) and two equity funds (Trusteam ROC and Trusteam ROC Europe).
For over 5 years, Trusteam Finance has developed a unique and robust investment process designed to identify leaders in Customer Satisfaction. This ROC (Return on Consumer) process was born from the observation that financial elements alone did not value a company's most important asset, its customer asset. Trusteam Finance relies on academic research demonstrating the link between increasing the company's profitability, financial performance and high customer satisfaction rates. With an exclusive partnership with Ipsos, Trusteam Finance also has links with many research institutes around the world specializing in satisfaction surveys to enrich its database. Regular meetings with companies as well as fundamental financial analysis complete its approach.
Fund management company, Portfolio management company, Asset Management, SRI, Customer Satisfaction Research, Equity funds, Diversified funds, Equity fund, Diversified fund, Customer Satisfaction Research, Customer Excellence Award, and SRIOriginal language
La Satisfaction Client, moteur de performances financières et extra-financières
Créée en 2000, Trusteam Finance est une société de gestion indépendante française spécialisée dans la gestion d’actifs et la gestion de portefeuilles. Elle gère aujourd’hui près de 1 milliard d’euros d’actifs pour une clientèle de particuliers et d’institutionnels.
L’équipe de Trusteam Finance est composée de 26 personnes dont 9 gérants et analystes possédant plus de 16 années d’expérience sur les marchés financiers.
Trusteam Finance dispose d’une gamme d’OPCVM répondant aussi bien à une approche défensive que dynamique. Pour les indépendants, elle propose deux fonds mixtes encadrés (Trusteam Optimum et Trusteam ROC FLEX) et deux fonds actions (Trusteam ROC et Trusteam ROC Europe).
Trusteam Finance a développé, depuis plus de 5 ans, un process d’investissement unique et robuste destiné à identifier les leaders de la Satisfaction Client. Ce process ROC (Return on Consumer) est né du constat que les seuls éléments financiers ne valorisaient pas l’actif le plus important d’une société, son actif client. Trusteam Finance s’appuie sur une recherche académique démontrant le lien entre accroissement de la rentabilité de l’entreprise, performance financière et taux de satisfaction client élevé. Forte d’un partenariat exclusif avec Ipsos, Trusteam Finance dispose également de liens avec de nombreux instituts de recherche à travers le monde spécialisés dans les enquêtes de satisfaction pour enrichir sa base de données. Des rencontres régulières avec les entreprises ainsi qu'une analyse financière fondamentale complètent son approche.
Société de gestion de fonds, Société de gestion de portefeuille, Asset Management , ISR, Recherche Satisfaction Client , Fonds actions, Fonds diverfisifiés, Equity fund , Diversified fund, Customer Satisfaction Research, Prix Excellence Client , and SRI
Trusteam
La satisfaction client, moteur de performance financière.
https://www.trusteam.fr/
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