When you enter into a discretionary management agreement with BCV, our experts manage all aspects of your investment portfolio.
We offer a range of ESG and ESG Ambition management agreements that you can choose from.
Choose the right range based on your ESG preferences: In our ESG range, our asset managers take ESG criteria into account when selecting investment products for your portfolio. Where competing products offer similar financial profiles, we favor those that best address ESG risks and opportunities. In our ESG Ambition range, a portion of your assets is invested in companies providing solutions to environmental and social challenges.
We tailor our agreements to your investor profile: Our offering covers two investment strategies and five risk profiles. A total of nine different types of management agreements are available. We’ll sit down with you to identify your investor profile, taking into account your financial capacity, your risk tolerance, your experience in finance, and your preferences for socially responsible investing.
Our semi-active investment strategies are based on a benchmark asset allocation that fits your investment profile. We optimize exposure to the various asset classes without deviating substantially from the benchmark. Our asset managers aim to outperform the benchmark index through tactical allocation and careful asset selection.
With our active investment strategies, we focus on keeping the portfolio’s risk within a set range. We aim to limit significant negative returns and take advantage of market upside by adjusting the asset allocation more frequently in response to market movements.
Keep tabs on your portfolio’s composition and performance and enjoy 24/7 access to our expert analysis of the latest financial news via our secure online platform, BCV Mandat de Gestion. You can access this platform directly from BCV-net.
Leave the heavy lifting to us. Our range of asset management agreements is designed so that BCV’s qualified experts can manage your whole portfolio from A to Z.
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Asset allocation funds invest across the main asset classes in various proportions that correspond to investors’ individual needs and objectives. Active profiles have significant leeway to vary their exposure to the various asset classes.
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Leave the heavy lifting to us. With a discretionary management agreement, BCV’s qualified specialists will manage your portfolio from A to Z. Our experts draw on their deep knowledge and experience when investing your assets, taking a flexible and transparent approach to optimize risk management while still delivering the returns that you need to meet your financial goals.
File size : 442 KB - Last update: 22.08.2022