INSIGHTS

Combining uncorrelated assets to diversify portfolios allows investors to reduce their exposure to the risks inherent in certain assets and smooth out fluctuations in their portfolio.

Mixed funds offer an opportunity to invest in multiple financial asset classes and so they better diversify the risks borne by the investor

Under active management, the portfolio manager makes investments based on their own convictions

Since August 2022, we have been required to assess clients’ interest in and attitude towards responsible investment

Reduce the effects of inflation on your savings, finance projects, achieve your wealth management objectives: three good reasons to invest your money

Since the 2008 crisis, the European Union has sought to ensure that savers receive clearer and more transparent information