LBP AM European Private Markets: successful initial raise of EUR 235 million for its ELTIF 2.0 strategy

Launched in December 2024^[1], the ELTIF 2 investment solution designed by LBP AM European Private Markets posted the significant inflows of EUR 235 million, supported by La Banque Postale group’s distribution network and CNP Assurances. This strategy is now being onboarded by our third-party partners.

This success illustrates the attractiveness of our ELTIF 2 strategy’s characteristics. 
It aims to offer investors privileged access to unlisted companies through a balanced, diversified private assets portfolio. The strategy is now open for wider distribution: after an initial marketing phase within La Banque Postale group’s network, the investment solution is now being onboarded with insurers, distributors of savings products and private bank partners in France and will be available across Europe by next year. 

The strategy invests in several unlisted asset classes across Europe, including corporate private debt, private equity and infrastructure, equities and debt. The portfolio uses an open architecture approach, consisting of strategies managed by recognised external asset management companies and by the LBP AM European Private Markets platform.

With the ELTIF 2.0 label^[2] and classified as Article 8 under the SFDR^[3], our investment solution is in line with European initiatives aimed at facilitating the participation of retail and professional investors in financing the transformation of the real economy.

“This success confirms the positioning of our turnkey solution, which offers investors optimum diversification and simplified access to private markets. Agility and the ability to combine different strategies and asset classes through unlisted assets are fundamental to efficient portfolio construction. This dynamic fully supports our ambition to make it easier for investors to participate in the sustainable transformation of the real economy,” explains Irène d’Orgeval, Head of Capital Solutions, LBP AM European Private Markets’ division dedicated to structuring and managing solutions on unlisted markets.

The strategy is eligible for life insurance and retirement savings and is open to those with a minimum of EUR 100 to invest.

[1] Inception date: 17/12/2024

[2] European Regulation (EU) 2015/760 of 29 April 2015 on European long-term investment funds (ELTIFs) was amended from 10 January 2024. The introduction of ELTIF 2.0 makes the rules applicable to these funds more flexible, encouraging a wider range of eligible assets and making it easier for investors to access them.

[3] Regulation (EU) 2019/2088 on sustainability-related disclosures in the financial services sector (SFDR) imposes transparency obligations on sustainable investment funds. Article 8 corresponds to funds declaring that they take social and/or environmental criteria into account.

Disclaimer:

This communication does not constitute an investment recommendation or a solicitation to buy or sell financial instruments or services. Investors should consult the fund's regulatory documentation, available through LBP AM, before subscribing. 

LBP AM cannot guarantee that the investment objectives of the investment solution will be achieved.
We remind that each investment solution has advantages and disadvantages that should be assessed in the light of each investor's specific profile. 
Investment strategies may present a risk of capital loss. More information about this investment solution’s risks and features are available: lbpam.com   
Past performance is no guarantee of future performance and is not constant over time.