Our portfolio management is based on three objectives:
-Continuous risk management
-A 1st quartile return for our portfolios
-High ESG scores
We manage our portfolio models based on the best practices of portfolio management in the world; that of large institutional investors. By integrating a diversity of alternative assets into the construction of our portfolios, we ensure a reduction in the inevitable risks of the financial markets while remaining focused on high and sustained performance. Our process of finding the best investment ideas is continuous and rigorous. The result is the selection of fund managers with some of the highest performance in the industry. Finally, we are aware that responsible investment is synonymous with well-managed companies whose long-term vision is oriented towards sustainable development. As a result, we are paying increasing attention to ESG principles in our selected funds.
The sum of these elements results in successful portfolios, focused on the future while having a lower risk coefficient.