KEY MEDIA INSIGHTS FROM MAPFRE GROUP & MAPFRE AM

MAPFRE is the benchmark insurer in the Spanish market and leader in the Automobile, Homeowners and Business lines, among others, with more than 7 million clients, around 11,000 employees in Spain and roughly 3,000 branches distributed throughout the country, which offer personalized advice to its clients. In 2020, premiums in Spain exceeded EUR 6.86 billion.

 

MAPFRE Group has a presence on five continents, is ranked as the leading multi-national insurer in Latin America and ranked sixth in Europe in Non-Life by premium volume. The Group has close to 34.000 employees and reported 2020 full year revenue of almost EUR 25.5 billion. It has a Solvency II ratio of 201% and financial strength rating affirmed by S&P at A+ .

 

MAPFRE AM is the asset management business of the MAPFRE Group.

 

With more than 30 years of experience, MAPFRE AM has over EUR 57 billion in assets under management across asset classes.

As featured in:

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Events participation 

 

Providing insight into value investing at the Ben Graham Centre’s 1st European Value Investing Conference that took place in October 2021 in a panel discussion involving CIOs from across Europe’s asset management community. 

 

And taking part in the FT Live event Managing Assets for Insurers – Thinking beyond the Pandemic in June 2021, in a fireside chat with Oliver Ralph, Breaking News Editor at the Financial Times 

JOSÉ LUIS JIMÉNEZ 

Group Chief Investment Officer at MAPFRE                        

MAPFRE Group's target of embedding ESG into its full balance sheet has also been a key topic addressed by Jose Luis, as illustrated in Case study: How MAPFRE is making sure that it embodies sustainability principles  as published by Insurance Investor 

With the CIO's eye to the evolving regulatory landscape as it affects assets and investment objectives of insurance groups, he recently outlined why, despite rocketing sales of ESG funds across the industry, the transition to a net zero business risks being waylaid by excessive regulatory measures alongside ESG ratings relying on methodologies that may end up directing capital to areas where it is less effective in combating climate change.

 

Click HERE to read the full article as published here: Mapfre: “Tsunami” of ESG rules could stymie climate progress

The shifting investment landscape and choices of asset classes and vehicles is another area Jose Luis is keen to address, as illustrated in Case study: How MAPFRE GROUP is developing its investment capabilities as published by Fund Operator and in MAPFRE eyeing solvency ratio close to 200% as published by Trade Moneta

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Events participation 

Reflecting on macroeconomic developments at the Insurance ERM Insurance Risk & Capital Americas 2021 conference in September 2021 through the panel discussion on inflation and the rate environment. 

And presenting the investor perspective at the November 2021 GIIM conference titled Impact Measurement and Management - A New Corporate and Investor Perspective  

ALBERTO S. MATELLÁN PINILLA 

Chief Economist at MAPFRE Investments

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Inflation is, naturally, an area of focus ongoing for any Chief Economist, and here Alberto has provided insights into where it could strike hardest, as illustrated in case study: MAPFRE'S Matellan discusses US inflation as pubished in Wealth DFM.

 

Another long-term investment story is China. Foreign investors are considering their options, as outlined in case study: Foreign investors may reconsider Asia allocations in wake of Evergrande debt crisis, says MAPFRE AM published in Institutional Asset Manager.  

Along with MAPFRE’s overall approach to ESG, Alberto has also been engaged in bringing to market the Inclusion Responsible fund, an ESG product that tackles employment discrimination, including views put forward in case study: Why Inclusion? Ep.4: How overlooking disabled workforces could cost you     published in Citywire Selector

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Other publications: 

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Events participation 

 

Sharing thoughts in August 2021 on the Lionel Messi transfer to PSG and the future of investing in football clubs through The Athletic Football Podcast

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LUIS GARCÍA ÁLVAREZ

Investment Fund Manager at MAPFRE              

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Behavioural finance is one of the more recent developments affecting asset management strategies.

 

MAPFRE AM has developed its Behavioral Fund to tap into opportunities, including those in professional sports. 

As manager of the fund, Luis Garcia has invested in football clubs including Borossia Dortmund, Olympique Lyonnais and AFC Ajax, on the basis of long-term value generation outlined in case study: Super League exits don’t dent interest in soccer as investment as published in Pensions & Investments. 

The Behavioural Fund is based on value investing principles, a point that has stood the strategy well, even during the period when the Covid pandemic saw football stadiums emptied, noted in case study Spanish asset manager doubles football investments during pandemic published in Fundview 

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Luis Garcia Alvarez,
fund manager of the
year by RankiaPro

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ISMAEL GARCIA PUENTE

Investment Manager and Fund Selector MAPFRE                    

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As a fund manager and fund selector at MAPFRE AM in Madrid, Ismael Garcia is well placed to offer insights into the performance of the IBEX 25 and Spanish assets generally as illustrated in case study: Upside surprise for Spanish equities? published in Expert Investor. 

​For those seeking buy side insights, this is especially beneficial as he may also be considering not just asset classes, but also the relative merits of vehicle types. 

​As one of Citywire’s ‘40 under 40 fund’ selectors, he has commented on the philosophies underpinning good asset management as he seeks out the best managers, case study: Investors’ best allies published by MAPFRE 

Events participation 

The outlook for markets following the US elections in November 2020 were tackled at a 40 Under 40 Roundtable: Asset allocation calls in a post-election world event chaired by Citywire Selector editor Chris Sloley. 

Click here for a full biography

More articles here

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Events participation 

Outlining three actionable high conviction ideas at the How To Gain an Edge Investing in Special Situations event hosted by The Edge Consulting Group in November 2021. 

 

Addressing value traps and the ‘Dolan Discount’ around US sports franchises at the 2020 Contrarian Investment Conference 

JONATHAN BOYAR

President, Boyar Research                                                   

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As a regular contributor to Forbes, and a value investor himself, Jonathan Boyar has outlined reasons why the search for value does not always mean looking for lower valuations of stocks, as in case study: Value Does Not Have To Mean Cheap as published in Forbes. 

As an evangelist for value investing, he appears across print, digital and broadcast media, such as discussing particular US stocks in case study: Boyar Asset’s Jonathan Boyar says to buy ScottsMiracle-Gro, MSG Sports on CNBC. 

He also runs his own podcast The World according to Boyar that regularly delves into value investing and how to make it work for investors.  

As an investment adviser to MAPFRE, Jonathan’s investment ideas are put to work on behalf of the MAPFRE US Forgotten Value Fund

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Stéphane Prévost

CEO and CIO, La Financière Responsible

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MAPFRE has a 25% stake in French boutique LFR, leveraging its proprietary expertise in socially responsible investing, such as the ESG database Empreinte Ecosociale®.

Thus, CEO and CIO Stéphane Prévost and his colleagues are able to firmly tackle industry issues such as ‘greenwashing’ and related standards of research and data, as well as lessons learned over the past decade, as illustrated through case studies: Le retour d’expérience de La Financière Responsable , DES PASTILLES EFFERVESCENTES DANS L’ISR and MESURER L’EXTRA-FINANCIER : LA COLLECTE DES DONNÉES DE L’EMPREINTE ECOSOCIALE® ET LA QUALITÉ DU DIALOGUE ÉTABLI.

Understanding the LFR approach to risk-adjusted returns gives rise to examples of how individual stocks may be treated, as illustrated in case study: POURQUOI NOUS N’INVESTISSONS PAS DANS TOTAL ?

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MAPFRE AM MEDIA CONTACTS
INTERNAL & SPAIN  

For media queries on MAPFRE Group and MAPFRE AM in the Spanish market, including both investment and insurance-based investment products and services.

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JUAN FRANCÉS

International Comms.

MAPFRE                                          

 

+34 (0)91 581 9168
juanfrances@mapfre.com

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DANIEL BADÍA GONZÁLEZ

Financial and International Comms.

MAPFRE     

 

+34 (0)91 581 6351
dbadiag@mapfre.com

EUROPE EX-SPAIN, UK,
INTERNATIONAL 

For media queries in ex-Spain markets and English language media responses. Predominantly focused on MAPFRE AM investment products & services, including Luxembourg SICAV.

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SAM SHELTON

Senior Comms. Manager

Fortuna AMC    

UK - USA 

+44 (0)75 4033 6998

sam@fortunaamc.co.uk

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JONATHAN BOYD
Independant Consultant Fortuna AMC

Europe - USA

+44 (0)78 6645 9442

jonathan@fortunaamc.co.uk

 

ARTICLE LIBRARY

01/12/21 - LUIS GARCÍA ÁLVAREZ - Spanish asset manager doubles football investments during pandemic

 

30/11/21 - JOSÉ LUIS JIMÉNEZ - Mapfre: “Tsunami” of ESG rules could stymie climate progress

 

25/11/21 - ISMAEL GARCÍA - Upside surprise for Spanish equitites?

25/11/21 - ISMAEL GARCÍA - Spain ripe with opportunities according to fund selector

29/10/21 - JONATHAN BOYAR - MSG Entertainment, MSG Sports, and AMC Networks Can Be Contenders. Their Stocks Are Cheap.

04/10/21 - JONATHAN BOYAR - Positioning Your Portfolio For A Debt Ceiling Debacle

30/09/21 - ALBERTO S. MATELLÁN - Foreign investors may reconsider Asia allocations in wake of Evergrande debt crisis, says MAPFRE AM

12/08/21 - LUIS GARCÍA ÁLVAREZ - The La Liga deal & PE

04/08/21 - LUIS GARCÍA ÁLVAREZ - PE giant CVC strikes €2.7bn deal for 10% of Spain’s LaLiga

07/7//21 - OLIVIER JOHANET - www.la-financiere-responsable.fr/des-pastilles-effervescentes-dans-lisr/   

English version HERE

29/05/21 - JONATHAN BOYAR - Opinion: These cool, high-quality stocks are just right for this overheated, overvalued market

16/03/21 - JOSÉ LUIS JIMÉNEZ - MAPFRE eyeing solvency ratio close to 200%

08/03/21 - JOSÉ LUIS JIMÉNEZ - Case study: How MAPFRE is making sure that it embodies sustainability principles

25/02/21 - JOSÉ LUIS JIMÉNEZ - Case study: How MAPFRE GROUP is developing its investment capabilities 

28/01/21 - ALBERTO S. MATELLÁN - Why Inclusion? Ep.4: How overlooking disabled workforces could cost you

 

12/10/20 - OLIVIER JOHANET - www.la-financiere-responsable.fr/normes-esg/

English version HERE

 

05/11/19 - OLIVIER JOHANET / BALTHAZAR LAPORTE - www.la-financiere-responsable.fr/pourquoi-nous-ninvestissons-pas-dans-total-isr/

English version HERE

 

03/12/18 - www.la-financiere-responsable.fr/blog-qualite-information/

English version HERE

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