Investisseurs Dans l'Entreprise

What Investisseurs Dans l'Entreprise does

Investisseurs Dans l'Entreprise, doing business as IDE Asset Management, is a France-domiciled, privately-held portfolio management company (société de gestion de portefeuille) founded in 1998. The firm specializes in the collective management of UCITS funds (OPCVM), employing a conviction-based, fundamental investment approach with a focus on diversified equity strategies. It manages over €1 billion in assets under management and operates as an autonomous, independent manager without a parent company or disclosed external capital structure.

IDE's distribution is relationship-driven and targets four B2B segments: private banks, institutional investors, family offices, and wealth management advisors. The firm is authorized to market its OPCVM funds in France, in Luxembourg (for both professional and non-professional investors under MiFID II), and in Switzerland (for qualified investors under LPCC). Geographic restrictions exclude US Persons, NPFFIs, and Russian or Belarusian nationals in line with applicable EU and US securities regulations.

The business model is a recurring management fee structure typical of European asset managers, with revenue derived from fees charged on AUM. The firm maintains a lean operating footprint of 1–10 employees, holds Principles for Responsible Investment (PRI) signatory status, and positions itself as a specialized, autonomy-driven manager rather than a scaled multi-product platform. No proprietary technology stack, AI/ML capabilities, or digital distribution platforms are disclosed in the available data.

Name

Investisseurs Dans l'Entreprise

Legal name

Investisseurs Dans l'Entreprise

Website

https://ide-am.eu

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

akta.pro secondary industry

Multi-Asset Solutions for Institutional (Pensions/Endowments/Sovereigns) (FSAAAJAJ)

Keywords

• Asset management services
• UCITS fund management
• Portfolio management company
• Conviction equity investing
• Collective investment management

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Management fees from OPCVM funds: Generates revenue through management fees charged on OPCVM (Undertakings for Collective Investment in Transferable Securities) funds under management. The company manages over 1 billion euros in assets, suggesting revenue derives from a percentage-based management fee structure typical of asset management firms.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels1 record

Core offering

Investisseurs Dans l'Entreprise (operating as IDE Asset Management) is a French société de gestion de portefeuille that manages collective UCITS/OPCVM investment funds. It provides diversified, conviction-based portfolio management with a focus on equity strategies, serving private banks, institutional investors, family offices, and wealth management advisors across France, Luxembourg, and Switzerland, with over €1 billion in assets under management.

Product overview

IDE Asset Management is a single-product asset management company specializing in collective UCITS (OPCVM) management. Founded in 1998, the firm provides diversified investment management services with a focus on equity strategies, serving private banks, institutional investors, family offices, and wealth management advisors. The company manages over one billion euros in assets and operates as an autonomous investment manager with a fundamental, conviction-based investment approach.

Differentiator

Problem solved

Functional benefit

Products and services

• IDE Asset Management - OPCVM Management

Segments4 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Montségur Finance: French société de gestion providing conviction-based equity and diversified management to private banks, family offices and wealth advisors. Comparable in scale, autonomy of investment process and UCITS product focus.
• Financière Arbevel: Independent French boutique asset manager focused on conviction equity management for private banks and wealth advisors. Comparable to IDE as a Paris-based, equity-centric boutique with OPCVM fund range and similar intermediary distribution.
• Auris Gestion: Paris-based independent boutique asset manager offering conviction equity and diversified strategies to private banks and family offices in France and Europe. Closely aligned with IDE's independent, fundamental-investing model and distribution approach.
• Lazard Frères Gestion: French boutique asset manager specializing in active equity and diversified mandates for institutional and private bank clients. Directly comparable to IDE in product mix (active equities, OPCVM), client base (private banks, institutions, family offices) and Paris-based boutique positioning.
• Tailor Asset Management: Paris-based boutique manager offering conviction-driven equity and diversified funds distributed via private banks, CGP and family offices in France and Benelux. Comparable in size, product offering (UCITS) and target client segments.
• Rouvier Valor: Independent French asset manager (société de gestion) running conviction-based equity strategies distributed to private banks and family offices. Closely mirrors IDE's boutique model, equity focus and intermediary distribution model.
• Gay-Lussac Gestion: Paris-based independent asset manager running conviction equity and flexible strategies, primarily distributed through private banks and wealth advisors in France. Direct peer in boutique positioning, product type and target channels.

Broad incumbents

• OFI Invest Asset Management: Major French asset manager offering diversified, equity, fixed income and ESG strategies distributed to institutional, insurance and private bank clients in France and Europe. Comparable institutional/wholesale distribution channel to IDE.
• Amundi Asset Management: Europe's largest asset manager offering a comprehensive range of active, passive and ESG strategies distributed to institutions, private banks and retail investors globally. Relevant incumbent shaping distribution and pricing dynamics for French boutique peers.
• BNP Paribas Asset Management: One of Europe's largest asset managers with broad active and passive equity, fixed income and multi-asset capabilities distributed to institutions, private banks and retail. Sets the competitive backdrop for French boutiques like IDE on intermediary platforms.

Market position

Strengths1 record

Weaknesses1 record

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Investisseurs Dans l'Entreprise