Nous recevons de nombreux prix, mais la plus grande récompense est la satisfaction client.
La valeur des investissements et les revenus susceptibles d’en découler peuvent diminuer aussi bien qu’augmenter et ne sont pas garantis. Vous pourriez ne pas récupérer le montant initialement investi.
Les performances passées ne préjugent en rien des résultats futurs.
1Source: Pensions & Investments, “Tradewatch 2ème trimestre 2021,” Date de publication: 6 Septembre, 2021. Disponible sur https://www.pionline.com/tradewatch or https://www.pionline.com/interactive/tradewatch-q2-2021.
2 Source: Pensions & Investments, “Special report: CIO Outsourcing”. Date de publication: 28 Juin 2021. Disponible sur : https://www.pionline.com/OCIO2021.
3 Source: Pensions & Investments. (29 Novembre 2021). “Special report: Investment Consultants” et “Client demands push consultants to upgrade tech”. Disponible sur : https://www.pionline.com/consultants21.
4 Source: Pension Bridge “Institutional Asset Management Awards 2020”, Septembre 2020. https://iamanagementawards.awardstage.com/#!/p1.
5 Basé sur le montant total des encours. Etude réalisée sur le 4ème trimestre 2019 auprès de fournisseurs de portefeuilles qui ont été invités à fournir les niveaux estimatif d’actifs sur les portefeuilles modèles, pour les comptes sur lesquels ils avaient une visibilité. Source: Exhibit 3.02 Top-25 Asset Manager and Third-Party Strategist Providers of Asset Allocation Model Portfolios, The Cerulli Report - U.S. Asset Allocation Model Portfolios 2020.
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