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Union Mutualiste Retraite
Union Mutualiste Retraite was founded in 2002 to administer collective funded pension systems. It operates as a subsidiary of Groupe VYV and serves members...
Union Mutualiste Retraite
Union Mutualiste Retraite was founded in 2002 to administer collective funded pension systems. It operates as a subsidiary of Groupe VYV and serves members through two main branches of retirement savings products. The firm allocates across real estate, private equity, and infrastructure. Direct holdings include Le Magnum and Le Carat office buildings in Paris plus a forestry and timberland portfolio in Europe. It also holds minority positions in Primopierre, Primovie, and PFO funds. Geographic exposure centers on France and Germany with additional commitments to European infrastructure vehicles. The team numbers 51 professionals at the Nantes headquarters. UMR maintains a relationship with Groupe VYV that includes MGEN and Harmonie Mutuelle as shareholders. In May 2024 the firm spoke at the IPE Real Estate Global Conference & Awards on indirect real estate strategy. It also attended the IPE European Pension Fund Awards in November 2024. UMR functions as a mission-driven entity under SFDR Article 8 and 9 requirements. Its structure ties investment decisions to the mutualist governance of the VyV Group rather than to external limited partners.
General information
Firm type
Pension Fund
Year founded
2002
AUM
Undisclosed
Location
Region
Europe
Country
France
City
Nantes
Corporate office
12 rue de Cornulier CS 73225, 44000 Nantes, France
Principals
Philippe Rey
Chief Investment Officer and Deputy Managing Director
Sector focus
Frequently asked questions
Who runs investment decisions at Union Mutualiste Retraite?
Philippe Rey serves as Chief Investment Officer and Deputy Managing Director.
Does Union Mutualiste Retraite participate in fund commitments or only direct deals?
The firm holds both direct real estate assets and minority positions in funds including Primopierre and Primovie.
What asset classes receive allocations at Union Mutualiste Retraite?
Private equity receives a 5.51 percent allocation. Real estate and infrastructure form additional core exposures.
Where does Union Mutualiste Retraite maintain geographic exposure?
Holdings concentrate in France and Germany with additional European infrastructure and timberland positions.
How is Union Mutualiste Retraite related to Groupe VYV?
UMR operates as a subsidiary and strategic member of the VyV Group with MGEN and Harmonie Mutuelle as shareholders.
Does Union Mutualiste Retraite follow responsible investment guidelines?
The firm is a UNPRI signatory since 2018 and applies SFDR Article 8 and 9 requirements with SRI-labeled holdings.
What service providers support Union Mutualiste Retraite operations?
CACEIS Bank acts as custodian and Amundi and OFI Invest provide investment advisory services.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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