Aligned with the values of our association shareholders, our philosophy expresses these values through our social, governance and environmental commitments.
- High standards of integrity and governance.
- Coherent, proven and rigorous investment process based on the know-how of our internal managers and the contribution of internationally recognized external managers.
- Multi-strategy approach, which relies on the diversification of asset classes and sources of return to maximize and preserve client capital, regardless of different market cycles and passing investment trends.
- Rigorous monitoring and rebalancing of the portfolios to optimize long-term returns and capital longevity.
- Exclusion of certain industries: manufacture and sale of firearms for civilian use, companies whose main activity is the cultivation and sale of tobacco and cannabis.
Read the FUNDS – GENERAL POLICY