Ethical portfolio management also combines specific screening of funds for investment on themes of sustainable growth (environment, health, education among others), socially responsible investment (SRI), and social investing. This screening service is available on demand to meet client expectations looking for more engaged financing and for investing in responsible as well as relevant products.
Upon defining with the client his/her investment profile (financial situation, risk tolerance, investment horizon), the manager builds an asset allocation and appropriate portfolio. Close up with markets and client needs, the private client manager will be proactive in modifying the portfolio in light of investment opportunities and expectations of the client investor.
With the goal of offering each client suitable quality service, Ecofi Investissements has opted to propose different portfolio configurations for account mandates entrusted to us:
- Defensive portfolio
- Prudent portfolio
- Mixed portfolio
- Dynamic portfolio
- Dynamic PEA portfolio (equity tax-exempt)
A half-yearly report is sent to you informing the evolution of your portfolio and the financial market environment.
Custody of your investments is ensured through opening a specific account with one of our partner custodians.
Private client portfolio management is also qualified to accompany you on any asset or tax issue.