Categories
English Portfolio Management

FX fair value: Long-term entry level

Based on the valuation of equities, but also currencies, the global macro investor will be able to build a diversified portfolio of ETFs.

Categories
English Personal finance Portfolio Management

First-time investments

Whether this is your first investment, but also if you want to make sure you don’t make a mistake, you need to clarify the following three questions: when, how much and how to invest.

Categories
English Portfolio Management

Investment platform

In serious jurisdictions your ETFs are largely protected in case of broker or custodian default, since they will be separated from the bankrupt estate.

Categories
English Portfolio Management

ETFs in practice

Consider ETFs as the building blocks of your wealth without forgetting to take into account the price level and your overall portfolio before investing.

Categories
English Portfolio Management

Features between ETFs

Focus on the primary features if you are making your first investments in ETFs, then gradually increase your knowledge.

Categories
Français Portfolio Management

Caractéristiques des ETF

Concentrez-vous sur les paramètres primaires si vous effectuez vos premiers investissements en ETFs, puis augmentez progressivement vos connaissances.

Categories
English Portfolio Management

Passive ETFs vs. mutual funds and active ETFs

Index ETFs are the investment vehicles of choice for international private investors.

Categories
English Portfolio Management

Choice of indices

Index ETFs meet the criteria of passive management and allow for market performance, low fees, diversification and transparency.

Categories
English Portfolio Management

Your individual strategic allocation

Your asset allocation will vary over your life cycle, and you should invest and position your overall capital differently as a young adult, mature adult and senior.

Categories
English Portfolio Management

The principles of strategic asset allocation

Your strategic asset allocation will be your starting point before venturing into the stock market but the coming end of expansive fiscal and monetary policy and the high valuation of U.S. growth stocks may require a different implementation of your asset allocation.