Our investment policies and partnerships

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Relyens implements a policy of meaningful partnerships and investments to reinforce its commitment to its stakeholders and operators in its environment.

Its aim is to promote innovation and expertise, stimulate the development and sharing of good practice, and help to create value in its markets.

A commited and responsible investor

Relyens is an economic player committed to its work on various fronts: the local economy, real estate, scientific and technological innovation and support for hospital development and local authorities.  

A responsible investment policy

The Relyens Group relies on a meaningful partnership and investment policy to strengthen its commitment to stakeholders and actors in its environment. For several years now, it has been committed to a more responsible investment policy. To reaffirm this commitment, Relyens has signed the Principles for Responsible Investment (PRI) label. By joining, it joins an international network of more than 3,000 investors and companies.

 

By signing the PRI, the Relyens group is reaffirming its full commitment to responsible finance and making further progress towards incorporating ESG issues into our investment strategy and decisions. We are delighted to contribute to this initiative and to join an international network of investors to work on these issues. It is also an ethical commitment for the Group and reflects our ongoing support for the public interest missions delivered by our member customers in the healthcare and local authority spheres.

Romain Durand, Chief Investment Officer, Relyens group

 

In line with our mutualist values, we manage our funds in a professional, responsible and efficient manner. We are committed to supporting value and jobs creation, but also to improving the supply of care and their quality.

Over the last seven years, we have been awarded the Transparency Label by the media Instit Invest - Agefi, underlining our transparency in terms of financial management and communication, our professionalism and our recent investment initiatives.

 


Over the last seven years, we have been awarded the Transparency Label by the media Instit Invest - Agefi, underlining our transparency in terms of financial management and communication, our professionalism and our recent investment initiatives.


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Support for scientific and technological innovation

Under its investment policy, Relyens, via the Sham entity, invests in innovative companies in the healthcare sector to support start-ups or back development projects. For this purpose, the Group created Sham Innovation Santé, an investment structure dedicated to managing its equity investments in healthcare companies, in partnership with Turenne Capital.

By creating its own investment holding company, The TechCare Company, in 2019, Relyens also wanted to strengthen its strategy of innovation in risk coverage. The Group invests in innovative solutions to cover the clinical and medical risks, cyber risks and staff risks of its clients and members.

Its investment from 2016 in the capital of Extens Développement E-santé, the first development capital fund dedicated to e-health in Europe and a long-standing partner of the Group, confirms Relyens' policy of strategic intelligence on the software solutions used by its members. Through this commitment, the Group wishes to support healthcare institutions and professionals in their digital transition to improve the quality of care delivered to patients.

Providing financial support for its clients

Relyens is keen to contribute to the investments made by hospitals and public institutions in general,  to improve their facilities and services: to this end, it has formed a partnership with Crédit Mutuel Arkea and Acofi Gestion, and has allocated a portion of its investments to finance investments by healthcare institutions since 2016 and local authorities since 2018.

An active role in the local economy

The Group also plays an active role in the real estate sector (residential and office buildings), through its investment policy focusing on energy efficiency, architectural quality of the building and the wellbeing of users. In this way, it contributes to the redevelopment of real estate across the city of Lyon (the group's historical location) and surroundings.

An innovative partnership policy

A group that gets involved alongside its partners

To share its expertise in the field of health, social and medico-social insurance, Relyens has developed close relationships with professional organisations in the insurance sector in France and Europe: Fédération Française des Sociétés d'Assurance, Réunion des Organismes d'Assurances Mutuelle, Europa Medica...

Relyens is also associated with federations and associations in the health, social and territorial sectors to provide a better understanding of the issues at stake in these sectors: Fédération Hospitalière de France, Fédération de l'Hospitalisation Privée, Fédération des Etablissements Hospitaliers et d'Aide à la Personne, Association des Directeurs d'Hôpital, Fédération Nationale des Associations de Directeurs d'Etablissements et services pour Personnes Agées, Association des Directeurs Généraux des Communautés de France...

Supporting research and innovation

The Group’s entities provide funding for innovative projects and offer awards for work done in major specialisms.

For several years, Relyens has also offered awards for research work carried out by the French National College of Gynaecologists and Obstetricians (CNGOF) and the French Society of Orthopaedic Surgery and Traumatology (SOFCOT).

The support provided to these professional associations through these awards helps to advance research in specialty areas, encourage young doctors in their research and enable them to publish their work.

In addition, for more than 15 years, Relyens has organised an annual competition for its members to recognise innovative and original work in the area of risk management. Since 2016, the Group has also organised these awards in Italy (in partnership with FerderSanita) and Spain.

Our Technology Solution Partners

Sham is committed on a daily basis to secure the activities of health, social and medico-social actors. Its global risk management approach is reinforced with new prevention solutions based on the use of data and artificial intelligence. These solutions, developed with leading technological partners, make it possible to anticipate, identify and analyse risks with the aim of reducing or even avoiding them.

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Humanitarian commitment

Relyens also works alongside local and national charities. Since 2013, it has supported Rêves, a well-known charity and public interest organisation, whose mission is to fulfil the dreams of children and teenagers with life-threatening conditions.

The Group’s entities also get involved in community life, having supported sports and cultural associations for several years.

In 2015, a sponsorship agreement was signed between Group entities and the FHF Fund for Research & Innovation, aiming to support innovative projects that help hospitals to improve patient care.

In March 2021, Relyens invested, alongside 7 other investors, in a €3.5 million fund raising led by ENVIE Autonomie, a specialist in the distribution of reconditioned and solidarity medical equipment. This fund-raising enabled ENVIE Autonomie to accelerate its change of scale and to bring its offer of refurbished medical equipment in good condition to new territories, with priority being given to people who give up their equipment for economic reasons.

Helping to develop expertise and new professionnal pratices

Relyens contributes to training courses for students training to be directors at the French School of Advanced Studies in Public Health (École des Hautes Études en Santé Publique). It also takes part in research by the “Management & Health in the Workplace” Chair at IAE de Grenoble and the Research and Innovation Management initiative at Université Paris Dauphine.
It supports students at the Institute of Training and Research on Health and Social Organisations at Université Jean Moulin Lyon 3, and leads a research programme with the Scientific Management Centre of the Ecole des Mines de Paris and the econometrics lab of the École Normale Supérieure.