La Française reinforces its Client Portfolio Management team

PRESS RELEASE

LA FRANÇAISE REINFORCES ITS CLIENT PORTFOLIO MANAGEMENT TEAM

Paris, 4 March 2025: La Française, the multi-specialist asset management group of Crédit Mutuel Alliance Fédérale, is pleased to announce the arrival and appointment of David MONTOYA as Fixed Income Client Portfolio Manager. In this new role, David reports directly to Alexandre MENENDEZ, Head of Client Portfolio Management.

David brings with him a solid expertise in fixed income strategies. He will play a crucial role in advancing the development of Crédit Mutuel Asset Management's fixed income capabilities across Europe. His responsibilities include collaborating closely with the fixed income portfolio management team and La Française’s distribution platform to ensure that the asset manager’s investment strategies align with client needs and market cycles.

Alexandre MENENDEZ, Head of Client Portfolio Management, said: “We are delighted to have David join La Française. We are confident that his skills, including his deep understanding of fixed income markets and his client-focused approach, will significantly contribute to our successful business development across Europe and beyond.”

David MONTOYA, CFA, Fixed Income Client Portfolio Manager

David has over seven years of experience in financial markets including the asset management industry beginning with La Française AM in 2017 as a credit analyst, specialized in High Yield. He joined TSAF in 2019 were he rapidly advanced to a Credit Broker position, covering the Iberian and French markets. Thereafter, he was a credit analyst, specialized in the healthcare sector, for AXA GIE. Before rejoining La Française in 2024 as a Fixed Income Client Portfolio Manager, David was CFO for PM-SA, a film production company.

David holds a master’s degree in Asset Management from the University of Paris Dauphine (PSL) and is a CFA Charterholder. He did his undergraduate studies in Economics and Finance at Toulouse School of Economics (TSE) and Rosario University (Colombia), respectively.

About La Française

La Française offers conviction-based management that combines performance targets and sustainability objectives across all asset classes. Organized by specialty, our portfolio managers focus on what passions them most within their own area of expertise.

Our shareholder, Crédit Mutuel Alliance Fédérale, a mutualist group and the first bank to adopt the «benefit corporation» status, is at the very root of our commitment to responsible investing. Our teams have developed cutting edge expertise across many facets of ESG, an expertise that is integrated across all of our business activities and analyses.

Our approach to customer relationships, considered partnerships, and the creativity of our teams who place the client first enable us to develop innovative solutions and services tailored to your investments needs and time horizons.

La Française is the asset management business line of Crédit Mutuel Alliance Fédérale. With 152 billion euros in assets under management (30/06/2024), we are a major player in the asset management landscape, in France and Europe. With over 1 000 employees, we are active in 10 countries, working alongside our client base and ensuring proximity with those markets in which we invest. Our niche areas of expertise cover listed and unlisted assets, including real estate.

More information on la-francaise.com

Contacts La Française :

Pascale Cheynet +33 1 43 12 64 25 | pcheynet@la-francaise.com

Debbie Marty +33 1 44 56 42 24 | debmarty@la-francaise.com

Disclaimer

Issued by La Française Finance Services, whose registered office is 128, boulevard Raspail, 75006 Paris, France and approved by the ACPR under number 18673 as an investment company.

Portfolio Management Company La Française Real Estate Managers received AMF approval No. GP-07000038 dated 26 June 2007 and AIFM authorization dated 24/06/2014 under Directive 2011/61/EU (www.amf-france.org).