IFP Investment Management SA

What IFP Investment Management SA does

IFP Investment Management S.A. (IFPIM) is a Luxembourg-regulated boutique asset manager and wealth management company founded in March 2007 by Sylvain Naggar and registered under B126554 with the Luxembourg Register of Companies. The firm operates under CSSF supervision as a Management Company and Asset Manager for collective investments and, since 2012, as a Wealth Management Company for institutional and private clients. IFPIM is family-controlled, with only six employees, and has positioned itself as an early mover in European sustainable investing, having launched its first sustainable fund in 2009 — well before SFDR regulation came into force.

IFPIM's core product is the IFP Luxembourg Fund umbrella, a UCITS V structure housing two Article 9 SFDR-compliant sustainable funds: the IFP Global Environment Fund (a multi-asset fund launched in May 2009 with up to 60% bonds and 40% equities, targeting environmental sustainability) and the IFP Global Age Fund (an equity fund launched in 2012 targeting demographic aging). The firm also acts as portfolio manager for external funds including Cupertino Flexible Allocation Sicav (Art. 6 SFDR, distributed in Belgium, Luxembourg, and the Netherlands) and Conventum-Waterlily W Flexible Equity Fund, and provides discretionary private wealth mandates incorporating SFDR Art. 3 sustainability risk consideration. The proprietary investment process combines fundamental financial analysis with internal ESG scoring, sustainability risk assessment, UN SDG impact analysis, Principal Adverse Impact assessment, carbon footprint alignment, controversy monitoring, and an engagement and voting rights policy.

The business model is recurring management fees on assets under management across the Luxembourg umbrella, external mandates, and discretionary wealth mandates. Distribution is conducted through direct institutional and private wealth sales in Luxembourg and Belgium, third-party wealth managers, independent financial advisors, and private bankers in Germany, Italy (qualified investors only), and Switzerland, with fundinfo.com serving as the standardized fund data dissemination platform. Marketing relies on professional channels and industry recognition, including Refinitiv Lipper Fund Awards (Best CH and EU Fund over 10 Years in 2021; Best Fund over 3 Years in 2020 and 2021), a Sicav de Cristal Award (2019), and Wealth & Finance Ethical Finance and Fund Awards (2022, 2023).

Name

IFP Investment Management SA

Legal name

IFP Investment Management S.A.

Website

https://ifpim.lu

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

1–10 employees

Short description

IFP Investment Management S.A. is a Luxembourg-regulated boutique asset manager and wealth management company operating two Article 9 SFDR-compliant sustainable funds plus external mandates, serving institutional investors, high-net-worth individuals, and wealth managers across five European markets.

Ownership category

akta.pro rank

Product category

Sustainable Asset Management

NAICS

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

SIC

Investment Advice (6282)

akta.pro primary industry

Multi-Asset Mutual Funds & UCITS (Balanced/Allocation Funds) (FSAAAJAA)

akta.pro secondary industry

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

Keywords

• Sustainable asset management
• ESG fund management
• UCITS fund distribution
• Thematic equity funds
• Wealth management mandates

Headquarters

HQ city

Luxembourg

HQ country

Luxembourg

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Fund Management Fees: IFP Investment Management SA generates revenue through management fees charged on assets under management across its IFP Luxembourg Fund umbrella and external funds managed including CupertinoSicav and Conventum - Waterlily W Flexible Equity Fund. The company also manages private and institutional wealth mandates.

Go-to-market motion2 records

Distribution channels4 records

Marketing channels3 records

Core offering

IFP Investment Management SA is a Luxembourg-domiciled Management Company and Asset Manager that manages sustainable UCITS V funds under the IFP Luxembourg Fund umbrella, including the IFP Global Environment Fund and IFP Global Age Fund (both Article 9 SFDR). Since 2012 the firm also provides wealth management services for institutional and private clients, and manages external mandates such as Cupertino Flexible Allocation Sicav and the Conventum - Waterlily W Flexible Equity Fund.

Product overview

IFP Investment Management SA is a Luxembourg-based asset management and wealth management company offering a suite of sustainable investment products. The core offering consists of the IFP Luxembourg Fund umbrella structure containing two Art. 9 SFDR sustainable funds: the IFP Global Environment Fund (multi-asset environmental focus, launched 2009) and IFP Global Age Fund (equity fund focused on demographic aging, launched 2012). The company also manages external funds including Cupertino Flexible Allocation Sicav and Conventum-Waterlily W Flexible Equity Fund, and offers private/institutional wealth management mandates with sustainability integration.

Differentiator

Problem solved

Functional benefit

Products and services

• IFP Global Environment Fund A multi-asset Article 9 SFDR fund (up to 60% bonds, up to 40% equities) that invests in industry-leading companies with sustainable business models focused on environmental megatrends. Distributed to institutional and private wealth clients in Luxembourg, Belgium, Germany, Italy (qualified investors only), and Switzerland.
• IFP Global Age Fund An Article 9 SFDR equity fund investing in companies benefiting from the demographic megatrend of global aging. Distributed to institutional and private wealth clients in Luxembourg, Belgium, Germany, Italy (qualified investors only), and Switzerland.
• IFP Luxembourg Fund (Umbrella) A UCITS V Luxembourg umbrella fund structure authorized for public distribution in Luxembourg and Belgium, with additional distribution in Germany, Italy (qualified investors only), and Switzerland. Houses IFP Global Environment Fund and IFP Global Age Fund as sub-funds.
• Cupertino Flexible Allocation Sicav An Article 6 SFDR flexible allocation fund managed by IFPIM on behalf of a third-party fund manager, distributed in Belgium, Luxembourg, and the Netherlands.
• Conventum - Waterlily W Flexible Equity Fund A flexible fund of ETFs managed by IFPIM as portfolio manager on behalf of Conventum.
• Private Wealth Mandates Discretionary and advisory wealth management mandates for private and institutional clients that incorporate sustainability risks (Art. 3 SFDR) and proprietary ESG analysis.

Quantifiable outcome

• Best Fund 2021 Refinitiv Lipper Award for performance over 10 Years (Best CH and EU Fund)
• +4 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature5 records

Partnerships

Five partnerships are on record, tiered minor, core and secondary.

• ICMA (International Capital Market Association)minorOthers · 1 January 1993I.F.P. Intermoney Financial Products S.A. (Swiss subsidiary) has been an ICMA member since 1993, with its own Euroclear and Clearstream accounts, acting as a counterpart trading with Swiss and international institutions and banks.
• fundinfo.comcoreTechnology or IntegrationFundinfo.com is the primary fund data distribution platform used by IFPIM for disseminating fund information, KIDs, factsheets, performance data, and regulatory documentation to investors and advisors across distribution channels.
• CapertinoSicavsecondaryOthersIFPIM serves as the management company for Cupertino Flexible Allocation Sicav (Art. 6 SFDR), an external fund distributed in Belgium, Luxembourg, and the Netherlands. IFPIM manages the portfolio and investment decisions for this third-party fund.
• Conventum - Waterlily W Flexible Equity FundsecondaryOthersIFPIM is the portfolio manager of the Conventum - Waterlily W Flexible Equity Fund, a flexible fund of ETFs. IFPIM provides investment management services for this external fund.
• Euroclear and ClearstreamcoreTechnology or IntegrationSecurities clearing and settlement infrastructure used by IFP for trade processing and settlement of securities transactions.

Scale indicators4 records

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• Pictet Asset Management: Swiss private bank's asset management arm with strong thematic sustainability strategies and global distribution. Comparable for thematic sustainable investing positioning but with much broader scale and reach.
• Robeco: Large Dutch asset manager (part of ORIX) with extensive sustainable/ESG fund range and significant institutional distribution across Europe. Comparable as a European sustainable asset manager but at materially greater scale.
• DWS Group: Major European asset manager (Deutsche Bank subsidiary) with extensive ESG and Article 9 fund offerings and broad institutional/retail distribution. Comparable in sustainable UCITS offerings but with vastly larger scale and global reach.
• Jupiter Asset Management: UK-listed asset manager with sustainability-themed strategies and European distribution including wealth channels. Comparable in offering ESG-themed products to European wealth managers, though broader in mandate.

Direct peers

• ÖKOWORLD: German boutique asset manager focused exclusively on ecological and sustainability-themed investments with multi-asset funds. Comparable as a small European sustainable specialist with similar thematic positioning.
• Sycomore Asset Management: French independent asset manager specializing in responsible/sustainable investment with equity and multi-asset strategies. Comparable as an independent European sustainable boutique competing in similar Article 9 segments.
• Ecofi Investissements: French cooperative-owned asset manager (Groupe Crédit Coopératif) dedicated to socially responsible and sustainable investment. Comparable as a values-driven European sustainable manager with SRI/ESG fund range.
• Mirova: Paris-based dedicated sustainable investment manager (Natixis-owned) offering equity, fixed income and impact funds with strong ESG/Article 9 positioning. Highly comparable as a specialist sustainable UCITS manager targeting European institutional and private wealth.
• Candriam: Belgian-European asset manager (formerly Dexia Asset Management) with a deep sustainable/ESG fund range and UCITS Article 9 products. Directly comparable as a European sustainable UCITS manager serving institutional and private wealth.
• Triodos Investment Management: Dutch boutique asset manager dedicated to sustainable and impact investing with multi-asset and equity strategies. Closely comparable as a mission-driven ESG boutique competing for similar institutional and wealth clients in Europe.

Market position

Strengths1 record

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/ifp-investment-management-sa

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

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 IFP Investment Management SA