Mathilde Deleval

#press Private equity still shows high performance and superior to other asset classes in 2023, according to the latest #study conducted by France Invest and EY. The economic context suggested a certain decline but this is not the case, since the figures demonstrate solid performance levels. Private Equity continues to outperform other asset classes. Read the article of Anne-Gabrielle Mangeret on CFNEWS (Corporate Finance News). To learn more about Aether Financial Services, visit our website and follow us on social networks: 📲Linkedin: https://buff.ly/3zj1bSz 💻Website: https://buff.ly/3W58OFX #privateequity #capitalinvestissement #PE #investment #finance

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Are you using public data sources ? 🤔 In a context of ever-increasing regulatory pressure to ensure the viability of the data that financial companies use, the issues surrounding this data are many and significant: identification, availability, reliability, acculturation, cost, etc. Financial companies have 3 ways of accessing ESG data: 👉 Private suppliers 👉 Public sources 👉 Data collected internally, often by ESG analysis teams WeeFin invites you to take a closer look at an alternative solution that is still under-utilized, but which could help overcome the many obstacles to data access: public sources. 💡 To illustrate our analysis, we had the opportunity to interview Katrin Ganswindt, Campaign Manager at Urgewald and Freya Bannochie, Lead at Forest IQ. #publicsources #publicdata #ESG

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The 8 executive members of Movin'On - Accenture, Capgemini, CGI, CMA CGM, ENGIE, MACIF, Michelin, Solvay - met on Wednesday for a moment that will count for a long time in the life of our ecosystem, as they validated Movin'On's new vision and mission. 🌍 OUR VISION: sustainable mobility for societal good Mobility is a driving force for human liberty & prosperity, empowering individuals, communities, society, and diminishing poverty and disparities. We believe that solutions exist to address the sustainability challenges that our current mobility landscape is generating. We believe that these solutions can be desirable and create durable value for people, businesses, government and planet. We believe that responsible progress towards sustainable mobility can be accelerated by revolutionizing collective action. 🎯 OUR MISSION: accelerate delivery of sustainable mobility solutions We provide a trustworthy framework for collaboration between public and private decision-makers to deliver mobility solutions that are sustainable, equitable and foster lasting economic growth. We create shared visions, propose regulations, experiment solutions and business models. We generate collective efforts to scale-up and amplify the impact of our actions. 📅 The meeting was also an opportunity to get executive orientation for Movin’On Communities of Interest and prepare for the 2024 edition of Movin'On Summit, the International Summit on Sustainable Mobility, on November 7, 2024. Figuring from left to right: Philippe Kehren (Solvay) Catherine Fiamma MacGregor (ENGIE) Aiman Ezzat (Capgemini) Florent Menegaux (Michelin) Mira Le Lay (MACIF) Jean Marc Ollagnier (Accenture) #ActWithMovinOn #JoinToCommit #SustainableMobility

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Macron: CMU is now existential. Macron's big Europe speech from yesterday is a real tour d'horizon. There's barely an economic sector, a social phenomenon, or a geopolitical challenge that he doesn't cover. And even if the unifying thread that runs through the text is fairly traditional for a French President (one I'd paraphrase as: 'Europe is over-reliant on other countries; we need to better deploy our considerable strengths to regain control of our own destiny') it's impressively systematic. I was encouraged by the recognition that he gave to economic growth and investment as a central plank of his thesis: "If we want to have sovereignty at this time of profound change...we need to build a new model of growth". Whether it be preserving the European social model, strengthening Europe's capacity to defend itself, or delivering the green transition, Macron - rightly - positions growth as central. Grow the economy and meeting these challenges suddenly looks a much less daunting prospect. More parochially, his assessment of European capital markets and its role in this is spot on: "We don't take enough risk...If there's no culture of risk we won't have investment in research, in innovation, in start-ups, and in businesses" Although many of his suggested reforms are either re-treads (e.g. that crowd favourite, reform of insolvency law) or probably of marginal impact (e.g. a single supervisor) his articulation of the strategic necessity of getting Europe's wealth out of bank deposits and into risk assets is compelling. Macron's raised the stakes for CMU. In this telling it is no longer just an issue for economists and financiers; it's becoming existential.

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🗳️ How do French citizens feel about the economy ahead of snap elections next week? A majority believe inequality is a big problem and that immediate action is needed on climate, according to a new survey.👇 The Earth for All 2024 Survey conducted by Ipsos and commissioned by Earth4All and Global Commons Alliance reflects widespread public concern in France about inequality and climate action, and backing for tax reforms as well as broader political and economic reform. Here are the results at a glance: 🌎 It’s time for a Giant Leap: 73% of French citizens surveyed believe that the world needs to take immediate action, within the next decade, to reduce carbon emissions. Only a small minority believe slower, delayed action is required. 🗳️ People want political and economic reform: just 18% of those surveyed trust the government to make long-term decisions for the majority of people, and economic inequality is also seen as a big problem in France. 67% of those surveyed believe that the way the economy works should prioritize the health and wellbeing of people and nature – not just increase profits and wealth. ⚖️ Tax the rich: there is strong support for progressive taxation as a means of funding major changes to the economy and lifestyles. Around two-thirds (67%) of respondents back a wealth tax, while 62% support higher income taxes for high earners, and 63% favor increased corporation tax for big businesses. 👉 Learn more and explore the results in full: https://lnkd.in/dS89YTKE #SafeAndJust #GlobalCommons #PlanetaryEmergency #Earth4All #FrenchElections #Elections2024 #ClimateCrisis

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Congratulations Benoist Grossmann for your contribution representing Eurazeo in the French Tech ecosystem as a leading platform in private asset management in Europe, in the mid-cap, growth and impact segments. As France's attractivity is at its highest we need to accelerate to give France a prime position in the global innovation race. #FrenchTech #PowerBetterGrowth #startups #tech #innovation #growth

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Thank you, Viraj! ❣ Such wonderful and well-thought questions :) The most important insight of the whole podcast I would say is: - WORK ON YOURSELF AS MUCH AS YOU WORK ON YOUR COMPANY. ⚡ - #podcast #startuplife

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Last week we took part in the third edition of McKinsey France's Tech Services Circle, which delved into the challenge of "Boosting Operating Margin Performance". This event has once again provided in-depth insights and actionable strategies to reshape the Tech Services Industry. The agenda for this third edition focused on: 🛡 Focus on Margin Protection: Strategies to protect your margins amidst changing market dynamics 📊 Pricing as a Game Changer: Leveraging pricing to drive operating margins higher 👥 Modernising People Supply Chain: Real-life case studies showing how modernisation can deliver a 3-5 point increase in margins On the stage, our CEO Jean-Philippe Couturier shared his insights with industry thought leaders: Charles-Henri Rannou, Marc-Antoine de La Chevasnerie and Pierre Watchi from McKinsey & Company. Each brought a unique perspective on using pricing strategies and modernising the people supply chain to deliver significant margin improvements. At Whoz, we are committed to turning these insights into action, setting new industry benchmarks and driving sustainable growth. 🔗 Want to dive deeper into how these winning strategies might help your business? Let’s connect! #TechServicesCircle #OperatingMargins #PeopleSupplyChain #BusinessStrategy

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[Client Case: BNP Paribas 🏦] Discover how Artefact helped BNP Paribas deploy its AI Efficiency program to accelerate the #transformation of the French Retail Bank. 🎥 Watch the video #testimonial: https://lnkd.in/esrHQ27i 🗣 "With a program of this scale, we can expect to see an increase of 10-15% on the bottom line. The use of #generativeAI technologies has been particularly important because it helped us with our users and sponsors, not only to explain things, but also for #adoption," says Adrien Vesteghem, Director of the AI Center of Excellence and AI Program for Efficiency at BNP Paribas The BCEF (Banque Commerciale En France) is an entity of the BNP Paribas Group that is a leading global #financialinstitution, offering a comprehensive range of banking, investment, and financial services, renowned for its strong international presence and commitment to sustainable and innovative #bankingsolutions. 💡 To launch its AI #acceleration program, BNP Paribas turned to Artefact’s teams of experts to help them build an #AIFactory. "The AI Factory is a response to our desire to move beyond the concept and PoC phases and to be able to generate value rapidly, securely and reliably by integrating with our information system," says Anne-Sophie Bourdet, Data & AI Leader – AI Factory Director at BNP Paribas. The BCEF entity needed to offer robust and secure environments to industrialize the solutions developed by their data scientists. These are new requirements in terms of infrastructure (GPU) and foundation, to enable them to achieve the right level of end-to-end industrialization, while keeping their costs under control. 👉 Read the entire case study: https://lnkd.in/gQ-AY6Ja Joffrey Martinez, Partner & Global Financial Services Lead at Artefact, notes: "To industrialize topics around GenAI, 3 major themes must be addressed: 1️⃣ #Architecture optimization to control cost, customer experience and quality; 2️⃣ Value #steering for the priorization of different use cases; 3️⃣ #Organization to ensure sustainable diffusion of these transformation projects within the company. 🎯 Artefact worked extensively with BNP Paribas on deploying AI and GenAI use cases with significant advances in #frauddetection and improved #customerexperience.  Jerome Lhuillery, Data Science Lead – AI Center of Excellence at BNP Paribas, mentions: “We’re also using a lot of GenAI to experiment with #LLMs to provide more effective responses to clients and help our advisors work better every day.” Adrien Vesteghem concludes: "We chose #Artefact for the quality of their offering, the clarity of their vision, and the depth of skills they provide to us in these #AI acceleration programs."

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Two KPI to showcase your level of #ESG #integration into #voting: Your level of support to shareholders proposals and your level of opposition to management proposals due to #E&S consideration. On both we show this year again high figures: 87% of support to environmental shareholder proposal and more then 2k resolutions opposed due to E&S reasons. Thanks Laurence Pessez for the article

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[GROUPE IFOP BAROMETER 2024 x TALAN] Generative AIs are increasingly appealing to the French: in one year, the number of users has increased by 60%! Our 2024 IFOP GROUP barometer for Talan "The French and Generative AIs" allows for a better understanding of the various uses, perceptions, fears, and expectations of the French population regarding this new "industrial revolution" (according to 57% of the French). 👉 Click to view the main results: https://bit.ly/49Cild6 According to Philippe Cassoulat, "We still notice a significant generational gap. While nearly 70% of the younger generations (18-24 years old) indicate using generative AIs, only 22% of those aged 35 and older use them. This should prompt companies to grasp the magnitude of this phenomenon, which will inevitably impact work methods within companies and attractiveness." #AI #GenerativeAI #Innovation Mehdi Houas, Xavier Raymond, Laurent Cervoni, Hassen HARRABI, Mikael THEPAUT, Garick Libaud, Nicolas Cambolin, Alexandre Campagne

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The French "Sénat" recently approved a #bill proposed by Renaissance MP Alexandre Holroyd, aiming to #enhance #accesstocapital for French businesses and elevate #Paris as a leading #financialhub amidst rising #competition. The bill focuses on streamlining financing processes and boosting the appeal for companies to #list on the French #stockmarket. #ParisFinance #BusinessGrowth #EconomicDevelopment

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#Buyout news: Eurazeo is about to invest in Eres, the leading French independent player in profit-sharing solutions and retirement schemes, alongside the management. SINGULIER congratulates all parties and is proud to have supported Eres and IK Partners success through our tech, data and digital exit readiness programme.  Eres sought Singulier's expertise to:  🔹 Evaluate its digital and technological assets to date   🔹 Enhance the value of current or planned initiatives in the roadmap   🔹 Refine the vision and strategy for digital, data, AI, and tech     The work conducted seamlessly integrated within the exit process & VDD, marking a significant contribution to Eres’ new milestone. This demonstrates how important it is for CEOs and investors to fully prepare companies for exit and highlights the role of tech data and digital in enabling the value creation plan.  Our Exit Readiness Program combines operational and strategic expertise with advanced digital, tech, data, and AI insights, ensuring your company is not just exit-ready but primed for future growth. Contact us to develop your exit strategy today.   Sending our congratulations and gratitude to Eres Mathieu CHAUVIN, Pierre-Emmanuel Sassonia, Alexis de Rozières, IK Partners Guillaume Veber, Massielle Colas Vincent Elriz Remi Buttiaux and Eurazeo Maxime de Bentzmann Edouard Guigou Lucas Oppenheim Ferdinand Ciavaldini Camille Wu.      A special mention to the project team: Rémi Pesseguier, Claire-Marie Faucheux, Clara Thery, Guillaume LENÔTRE, Frederic Rougemont, Ugo Nourry and Pierre Schmidt   #dealnews #privateequity #exitreadiness #exitstrategy #VDD #Tech #Data #IA  

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This week, I came across an interesting testimony in Les Echos START about Mirakl and their approach to creating an AI bilingual environment for their employees.   In this testimony, I found what I believe to be the four key pillars for adopting AI in a business environment:   🚀 Leadership Sponsorship: It's crucial for company leaders to wholeheartedly embrace AI and provide clear sponsorship. At Mirakl, the management's early belief in the transformative power of AI led them to fully reimburse ChatGPT for all their employees and provide training to their top management to drive the deployment of this new technology.   🔍 Test and Learn Mindset: Embracing a test and learn mindset is essential to reduce low-value tasks. Allowing employees dedicated time to experiment and learn, such as allocating one hour a day for three months, can significantly smooth the learning curve for any new technology.   🔮 Long-Term Approach: While testing new tools is important, it's equally crucial to prepare for the future. Establishing internal Gen AI tools to ensure confidentiality and security, along with regular meetings and keynotes, can help embed these evolutions into the company's culture for the long term.   📈 Efficiency Gain Monitoring: It's important to closely monitor the efficiency gains brought about by AI adoption. Tracking metrics such as the number of people using Gen AI and productivity gains per population or task is essential to ensure the success of these changes. At Mantu, we believe that these gains could potentially reach at least 30% if the tools are utilized effectively.   Even though we didn't directly collaborate with Mirakl to establish this environment, we have supported other companies in creating tailored frameworks, accelerating their AI adoption and even did it for ourselves. Emmanuelle Baillet Loris Andaloro Samia MALKI   As always, you can find the link to the article in the first comment (in French), and feel free to DM me if you'd like to delve deeper into these topics.

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From Desk 4! July 8, 2024 Good morning, The second round of French elections took place yesterday, with an unexpected twist, as Marine Le Pen's far-right Rassemblement National party, which won the first round of elections, slumped to third place with 143 seats. The left-wing New Popular Front won 182 seats, while President Macron´s centrist Ensemble alliance won 163 seats.  289 seat out of 577 are needed to be able to form a government. President Macron called for snap parliamentary elections to clarify the political situation, however with these results, waters are muddied than they have been in a long time, as no party reached absolute majority. A quiet Monday worldwide with the lack of relevant data, however, investors will be waiting for the few, but valuable economic data released ahead on in the week. Asia-Pacific stock markets closed lower this Monday, with Hong Kong's Hang Seng leading losses in the region, falling -1.55%, followed by mainland China´s Shanghai Composite which slipped -0.93%. European markets are positive by mid-day, with Spaniard IBEX leading wins in the region so far, jumping 0.48%, while German DAX is +0.42%. Wall Street is positive after opening with Dow 0.42% and Nasdaq 0.23%. As we said before, we have few, but significant data on the week; Tomorrow we'll have Fed's Chair Jerome Powell testifying on his semiannual Monetary Policy Report before the Senate Banking and Housing Committee in Washington. In the Asia-Pacific region China will announce its June inflation, while in New Zealand, the RBNZ will deliver its Monetary Policy Rates decision, where no changes are expected.   On Wednesday, the President of the Deutsche Bundesbank, Joachin Nagel, will give a speech, and later Federal Reserve Chair Jerome Powell will testify for a second day to the Congress, this time before the House Financial Services Committee. We also have some members from the BoE and the Fed speaking. On Thursday, Inflation data in Germany and the US, and GDP in the UK. And on Friday, Inflation data in France, Spain and we will finish the week with PPI and the U. of Michigan consumer sentiment.  Central bank decisions from South KOrea and Malaysia will also be announced this week, with no changes expected. Oil is $82.54 USD per barrel, Gold is $2,385.80 USD per ounce, the T10-YR is 4.2803, the British Pound is 1.2844, the Euro is 1.0840 and the Peso is testing the 18 barrier again, any break of it could lead Peso to the 17.90 level, which is the next support. Have a nice week ahead.

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📊 Few weeks ago, we released our Wavestone Operational Resilience benchmark for 2024! At Wavestone, we created an Operational Resilience Benchmark two years ago to assess maturity of our clients, help them understanding their position against industry peers and identify best market practices and inform strategic planning (including 4 banks out of the Top 15 globally (S&P Global Market Intelligence Report) With Marianna Tsigkounaki and our Wavestone SMEs, we updated the benchmark for 2024 to reflect the market latest trends - below spotlight on some key topics to plan your next moves in 2024+: 📋 #Policies, standards and processes are now well-aligned to regulatory guidelines. Market leaders are moving on to tackle the broader issue of embedding them within BAU (e.g. via awareness sessions). ✅ Although Important Business Services are commonly identified, companies should now focus on completing the exhaustive end-to-end #mapping of IBS with other resilience areas such as critical applications, threat scenarios, third parties… 📈 Testing strategy and threat scenarios are now defined and in execution mode. Market leaders are making efforts to conduct #end-to-end #testing including end-to-end business stakeholders and third parties…but it’s not easy! 👨‍🔧 There is now a common consensus in the market to adopt a dual approach on recovery strategy: the provisioning of one #clean and standalone room with few critical IT components and regular data backup to allow a #degraded execution of most vital business services, while IT is being rebuilt and recovered in parallel. 📝 Significant efforts have been invested to ensure #contractual #clauses of third parties mandate resilience requirement. Companies should now focus on strengthening monitoring and enforcement procedures to ensure contracts are consistently controlled and adhered to. 📉 Market has opposite views on #tooling and #automation: while some clients prioritize them as a key driver for resilience, others consider it as a later stage in their resilience maturity journey, with strategies considered but rarely implemented. Ready to assess and strengthen your operational resilience posture? Reach out to the Operational Resilience team, let’s discuss! 💼 #OpResBenchmark #OperationalResilience #Wavestone Marianna Tsigkounaki Roxane Bohin Petra Daher Florian POUCHET Damien Lachiver

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