Ossiam
Ossiam is a Paris-based asset manager founded in 2009 that offers systematic, factor-based UCITS ETFs using the Shiller Barclays CAPE methodology with ESG and machine-learning overlays. It serves institutional investors, family offices, and ESG-conscious allocators across European and global markets as a Natixis Investment Managers affiliate.
- Company typePrivate
- Founded2009
- HeadquartersParis, France
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Ossiam does
Ossiam is a Paris-headquartered asset management boutique founded in 2009 that designs and distributes systematic, factor-based exchange-traded funds under the UCITS regulatory framework with Luxembourg as the primary fund domicile. Its product roster centers on the Shiller Barclays CAPE sector value methodology — a quantitative strategy built on Robert Shiller's cyclically-adjusted price-to-earnings ratio applied at sector level — extended with ESG, low-carbon, and machine-learning overlays. At least six UCITS ETFs span European, US, and Global mandates, including the Shiller Barclays CAPE Europe/Global/US Sector Value TR ETFs, the ESG Low Carbon Shiller Barclays CAPE US Sector UCITS ETF, the Europe ESG Machine Learning UCITS ETF, and the STOXX Europe 600 ESG Equal Weight NR UCITS ETF.
The firm's technical architecture is rules-based and quantitative: portfolio construction relies on cyclically-adjusted valuation signals and systematic rebalancing to limit behavioral bias, with proprietary feature modules for ESG machine learning scoring and low-carbon screening. All products are denominated in EUR or USD and structured for cross-border European distribution via UCITS passporting, with additional referenced reach into global markets.
Ossiam operates as an affiliate investment manager within the Natixis Investment Managers ecosystem, which provides institutional distribution channels and brand association. Revenue mechanics are ETF-based — meaning income derives from expense ratios applied on assets under management across the listed fund range — rather than discretionary or subscription fees. Customers span institutional investors (pension funds, endowments, insurance companies) as the primary segment, supplemented by family offices, high-net-worth individuals, and ESG-conscious investors seeking systematic factor exposure. The firm employs 11–50 staff and is privately held with no public listing or disclosed funding rounds.
Ossiam firmographics
Firmographics- Name
- Ossiam
- Legal name
- Ossiam
- Website
- https://ossiam.com
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Ossiam is a Paris-based asset manager founded in 2009 that offers systematic, factor-based UCITS ETFs using the Shiller Barclays CAPE methodology with ESG and machine-learning overlays. It serves institutional investors, family offices, and ESG-conscious allocators across European and global markets as a Natixis Investment Managers affiliate.
- Ownership category
- akta.pro rank
Where Ossiam is headquartered
LocationHeadquarters
- HQ city
- Paris
- HQ country
- France
- HQ region
- Europe
Markets served
Ossiam business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Distribution channels2 records
Marketing channels3 records
Ossiam product offering
Product offeringCore offering
Ossiam is a Paris-based asset management firm that designs, manages, and distributes UCITS-compliant exchange-traded funds (ETFs) built on systematic, quantitative factor-based investment strategies. Its product range spans sector-value, equal-weight, and ESG-screened smart-beta ETFs, serving institutional investors, family offices, and wealth managers across Europe.
Product overview
Ossiam is an exchange-traded fund provider offering a portfolio of UCITS-compliant ETFs. The product lineup centers on quantitative factor-based strategies including Shiller Barclays Cape sector value funds (covering US, European, and global markets), ESG-screened strategies (Europe ESG Machine Learning and ESG Low Carbon variants), and equal-weight index strategies (STOXX Europe 600 ESG). All products are structured as UCITS funds, primarily denominated in EUR or USD, and are designed for institutional and retail investors seeking systematic factor exposure with ESG integration.
Differentiator
Problem solved
Functional benefit
Products and services
- Ossiam Shiller Barclays CAPE Europe Sector Value TR UCITS ETF
Companies that use Ossiam
Customer profileSegments3 records
Ideal customer profiles2 records
Ossiam technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
Ossiam partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Natixis Investment ManagerscoreOssiam operates as an affiliate investment manager within the Natixis Investment Managers ecosystem. The company participates in Natixis-wide initiatives including the annual Students Challenge competition and contributes to the aggregated cross-asset investment outlook publications. This affiliation provides institutional distribution reach and brand association with a major global asset manager.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Ossiam competitors and assessment
Company assessmentDirect peers
- Lyxor Asset Management: Paris-based ETF provider with deep European UCITS factor and thematic offerings; Lyxor was acquired by Amundi but historically operated as a comparable French systematic ETF shop serving similar institutional clients across Europe.
- Amundi ETF: Europe's largest ETF issuer and a direct competitor across factor, ESG, and equal-weighted equity ETFs; both compete on UCITS-compliant systematic strategies for institutional and intermediary distribution.
- Xtrackers (DWS): Major European UCITS ETF platform with factor and ESG equity strategies; Xtrackers competes head-to-head for institutional and retail intermediaries seeking systematic factor exposures.
- WisdomTree: Factor-based ETF specialist with European UCITS presence and proprietary methodology products; directly comparable to Ossiam's systematic factor and thematics orientation.
- Invesco ETFs: Global ETF issuer with strong factor, ESG, and equal-weighted European UCITS lineup; competes for similar institutional and intermediary mandates on systematic equity strategies.
Broad incumbents
- iShares (BlackRock): World's largest ETF issuer with broad factor and ESG offerings; represents the dominant incumbent competing across every product category Ossiam serves, including value and ESG equity ETFs.
- State Street SPDR ETFs: Established global ETF franchise with European UCITS factor and ESG products; broad incumbent competing in the same institutional and intermediary channels.
- Vanguard: Global low-cost ETF giant with growing European UCITS presence; sets the floor on fees across factor and ESG categories, indirectly shaping Ossiam's pricing and scale economics.
Emerging players
- First Trust: Niche factor and thematics ETF provider with European listings; comparable approach to systematic and rules-based portfolio construction serving sophisticated investors.
- HANetf: Independent European white-label ETF platform enabling smaller managers to launch factor/thematic UCITS ETFs; relevant peer given their shared focus on specialist systematic strategies for institutional distribution.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Ossiam social profiles
Digital presenceOssiam financial estimates
Financial estimateRevenue estimate
Valuation estimate
Ossiam leadership team
Management profileNumber of profiles
Ossiam funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Ossiam M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Ossiam
What does Ossiam do?
Ossiam is a Paris-based asset management firm that designs, manages, and distributes UCITS-compliant exchange-traded funds (ETFs) built on systematic, quantitative factor-based investment strategies. Its product range spans sector-value, equal-weight, and ESG-screened smart-beta ETFs, serving institutional investors, family offices, and wealth managers across Europe.
Is Ossiam a public or private company?
Ossiam is a private company. It is classified as corporate owned and is currently operating.
When was Ossiam founded?
Ossiam was founded in 2009. It employs 11 to 50 people.
Where is Ossiam based?
Ossiam is headquartered in Paris, France, in the Europe region.
Who are Ossiam's main competitors?
Direct peers on record are Lyxor Asset Management, Amundi ETF, Xtrackers (DWS), WisdomTree and Invesco ETFs. Broad incumbents are iShares (BlackRock), State Street SPDR ETFs and Vanguard. Emerging players are First Trust and HANetf.
Does Ossiam have an API?
No public API is recorded for Ossiam.