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Custom portfolio management

The Client is the focus of our relationship. Tailored management – institutional investment mandates (ie segregated accounts) and dedicated products (ie AIF status) – provides a clear response to each client request, however specific their investment requirements, in all asset classes.

Our SRI engagement and know-how can enhance the scope of your investment request in accordance with your ethical values and guidelines.

Ecofi Investissements can also address the many investment issues surrounding collective employee savings schemes established with the employer. Choose the corporate savings plan that is right for you.