Before making investment choices, either independently with individual portfolio management or through discretionary portfolio management, you need to determine your investor profile.
Determine your profile for better investments
Before choosing
your financial investments, be sure to ask yourself the right questions to
define your investor profile. Feel free to update your profile regularly to
take into account any changes in your situation or goals. This will help you to
determine the choice of Employee Mutual Investment Funds (FCPE)
that make up your employee savings plan.
» Learn
more about why you should determine your investor profile
Opt for individual portfolio management if you want to choose your
investments yourself
Individual
portfolio management gives you free choice of the FCPEs that you wish to invest in while allowing you to delegate their
financial management to experts.
» Learn
more about individual portfolio management
Trust our experts to manage your retirement savings
With discretionary portfolio management, you can completely delegate the financial
management of your Collective Retirement Savings Plan (PERCO) to Natixis Interépargne experts. They will take
responsibility for choosing and optimising your investments according to your
objectives and risk profile.
» Learn
more about discretionary portfolio management
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