Overview
Petercam Institutional Asset Management (renamed “Degroof Petercam Asset Management”) was incorporated
as a private limited liability company in Brussels, Belgium, in October 2013. It is an asset management company
under the prudential supervision of the Financial Securities and Market Regulation (FSMA), the regulatory body
in charge of controlling the asset managers established in Belgium.
Petercam Institutional Asset Management (renamed “Degroof Petercam Asset Management”) was wholly-
owned by its parent company Petercam SA (“Petercam”) until September 30, 2015. On October, 1st 2015,
Petercam and Bank Degroof SA (“Bank Degroof”), a credit institution incorporated in Brussels, Belgium, merged.
The merger occurred through the absorption of Petercam by Bank Degroof, which is the surviving entity and
which has been renamed “Bank Degroof Petercam”. As a result of the merger, all assets and liabilities of
Petercam, including its shares in Petercam Institutional Asset Management (renamed “Degroof Petercam Asset
Management) have been transferred to Bank Degroof Petercam. Bank Degroof Petercam has therefore become
the sole shareholder of Degroof Petercam Asset Management.
On January, 4 2016, Petercam Institutional Asset Management merged with Degroof Fund Management
Company (“DFMC”), another management company wholly owned by Bank Degroof Petercam. The merger
occurred through the absorption of DFMC by Petercam Institutional Asset Management, which is the surviving
entity and which has been renamed “Degroof Petercam Asset Management”.
As of December 31, 2023, Degroof Petercam Asset Management managed USD 12.5 Bln (including IPM) in client
assets on a discretionary basis.
Degroof Petercam Asset Management is an active manager that specializes in a number of asset classes as more
fully described in Item 8. Its business covers asset management for institutional
and professional clients and the
sale and distribution of the Degroof Petercam Asset Management foreign investment funds to non-U.S. persons.
Degroof Petercam Asset Management only receives compensation for asset management activities. It does not
receive any compensation for its sales and distribution activities of investment funds.
Degroof Petercam Asset Management proceeded to a capital increase on 28 December 2017. Indeed, Banque
Degroof Petercam, the mother company of Degroof Petercam Asset Management, contributed its institutional
portfolio management activity to Degroof Petercam Asset Management. As a result, the entire activity of
individual portfolio management in Belgium is now performed by Degroof Petercam Asset Management, who
become the center of expertise of individual and collective asset management of the Degroof Petercam group in
Belgium for institutional clients. The capital increase took effect on 1st January 2018.
Degroof Petercam Asset Management analyses, constructs, and manages customized investment portfolios
based on the particular goals of each client in a manner which takes into account income needs, liquidity
requirements, investment time horizons, rate of return objectives, tax considerations, risk tolerance and existing
investments.
Depending on the particular investment portfolio and/or investment strategy, Degroof Petercam Asset
Management employs a variety of security analysis methods, including active and quantitative management.
Degroof Petercam Asset Management also consults a wide range of information to analyze and execute
investment strategies in addition to our in-house research capabilities, such as: third party research materials,
annual reports, prospectuses, regulatory filings, press releases and the internet.
Degroof Petercam Asset Management does not participate in wrap fee programs.