{"id":85368,"date":"2020-04-19T22:19:51","date_gmt":"2020-04-19T22:19:51","guid":{"rendered":"https:\/\/1875.ch\/metiers\/private-clients\/portfolio-creation\/"},"modified":"2020-10-29T17:08:18","modified_gmt":"2020-10-29T17:08:18","slug":"construction-de-portefeuille","status":"publish","type":"page","link":"https:\/\/1875.ch\/fr\/metiers\/clientele-privee\/construction-de-portefeuille\/","title":{"rendered":"Construction de portefeuille"},"content":{"rendered":"

[vc_row row_height_percent=\u00a0\u00bb0″ override_padding=\u00a0\u00bbyes\u00a0\u00bb h_padding=\u00a0\u00bb2″ top_padding=\u00a0\u00bb5″ bottom_padding=\u00a0\u00bb2″ overlay_alpha=\u00a0\u00bb50″ gutter_size=\u00a0\u00bb3″ column_width_percent=\u00a0\u00bb100″ shift_y=\u00a0\u00bb0″ z_index=\u00a0\u00bb0″][vc_column column_width_percent=\u00a0\u00bb100″ align_horizontal=\u00a0\u00bbalign_center\u00a0\u00bb gutter_size=\u00a0\u00bb3″ overlay_alpha=\u00a0\u00bb50″ shift_x=\u00a0\u00bb0″ shift_y=\u00a0\u00bb0″ shift_y_down=\u00a0\u00bb0″ z_index=\u00a0\u00bb0″ medium_width=\u00a0\u00bb0″ mobile_width=\u00a0\u00bb0″ width=\u00a0\u00bb1\/1″][vc_custom_heading heading_semantic=\u00a0\u00bbh1″ separator=\u00a0\u00bbyes\u00a0\u00bb separator_color=\u00a0\u00bbyes\u00a0\u00bb sub_lead=\u00a0\u00bbyes\u00a0\u00bb css_animation=\u00a0\u00bbcurtain\u00a0\u00bb animation_delay=\u00a0\u00bb200″]Client\u00e8le priv\u00e9e:
\nPortefeuilles sur mesure[\/vc_custom_heading][\/vc_column][\/vc_row][vc_row row_height_percent=\u00a0\u00bb0″ overlay_alpha=\u00a0\u00bb50″ gutter_size=\u00a0\u00bb3″ column_width_percent=\u00a0\u00bb100″ shift_y=\u00a0\u00bb0″ z_index=\u00a0\u00bb0″][vc_column width=\u00a0\u00bb1\/1″][vc_column_text]<\/p>\n

Pour construire ou restructurer votre portefeuille d\u2019investissement, nous nous basons sur un processus formalis\u00e9 qui va de la compr\u00e9hension de votre profil et de vos besoins \u00e0 l\u2019\u00e9laboration d\u2019une allocation sur mesure.<\/h4>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_height_percent=\u00a0\u00bb0″ override_padding=\u00a0\u00bbyes\u00a0\u00bb h_padding=\u00a0\u00bb7″ top_padding=\u00a0\u00bb2″ bottom_padding=\u00a0\u00bb2″ overlay_alpha=\u00a0\u00bb50″ gutter_size=\u00a0\u00bb3″ column_width_percent=\u00a0\u00bb100″ shift_y=\u00a0\u00bb0″ z_index=\u00a0\u00bb0″][vc_column width=\u00a0\u00bb1\/1″][vc_single_image media=\u00a0\u00bb83370″ media_width_percent=\u00a0\u00bb100″ css_animation=\u00a0\u00bbalpha-anim\u00a0\u00bb animation_speed=\u00a0\u00bb500″ animation_delay=\u00a0\u00bb500″][\/vc_column][\/vc_row][vc_row row_height_percent=\u00a0\u00bb0″ overlay_alpha=\u00a0\u00bb50″ gutter_size=\u00a0\u00bb3″ column_width_percent=\u00a0\u00bb100″ shift_y=\u00a0\u00bb0″ z_index=\u00a0\u00bb0″][vc_column width=\u00a0\u00bb1\/2″][vc_column_text text_lead=\u00a0\u00bbyes\u00a0\u00bb]<\/p>\n

Bo\u00eete \u00e0 outils<\/h4>\n

La conception de votre portefeuille se base sur un processus particuli\u00e8rement rigoureux qui implique de la r\u00e9flexion strat\u00e9gique, de l\u2019analyse macro-\u00e9conomique, du risk management et des processus d\u2019optimisation.[\/vc_column_text][\/vc_column][vc_column width=\u00a0\u00bb1\/2″][vc_empty_space empty_h=\u00a0\u00bb2″ mobile_visibility=\u00a0\u00bbyes\u00a0\u00bb][vc_column_text text_lead=\u00a0\u00bbyes\u00a0\u00bb]Pour toutes ces facettes du portfolio management, nous nous appuyons sur une s\u00e9rie d\u2019outils qui nous assurent de travailler en parfaite efficience, et limitent les risques li\u00e9s \u00e0 l\u2019intervention humaine.[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_height_percent=\u00a0\u00bb0″ overlay_alpha=\u00a0\u00bb50″ gutter_size=\u00a0\u00bb3″ column_width_percent=\u00a0\u00bb100″ shift_y=\u00a0\u00bb0″ z_index=\u00a0\u00bb0″][vc_column column_width_percent=\u00a0\u00bb100″ gutter_size=\u00a0\u00bb3″ overlay_alpha=\u00a0\u00bb50″ shift_x=\u00a0\u00bb0″ shift_y=\u00a0\u00bb0″ shift_y_down=\u00a0\u00bb0″ z_index=\u00a0\u00bb0″ medium_width=\u00a0\u00bb0″ mobile_width=\u00a0\u00bb6″ width=\u00a0\u00bb1\/1″][vc_column_text]<\/p>\n\n\n\n\n\n\n\n\n
Mod\u00e8le d’allocation d’actifs<\/strong><\/td>\nLongview Economics<\/td>\n\n
    \n
  • Allocation strat\u00e9gique<\/li>\n
  • Allocation tactique<\/li>\n
  • Analyses quantitatives\/macro<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
Gestion du risque<\/strong><\/td>\nSunGrad APT<\/td>\n\n
    \n
  • Mesures de risque du portefeuille<\/li>\n
  • Diagnostic des portefeuilles<\/li>\n
  • Stress-tests<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
Optimisateur de rendement \/ risque<\/strong><\/td>\nSilex<\/td>\n\n
    \n
  • Construction du portefeuille<\/li>\n
  • S\u00e9lection d’actions<\/li>\n
  • Optimiseur risque\/rendement<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
Analyses obligatoires<\/strong><\/td>\nBloomberg<\/td>\n\n
    \n
  • Screening de march\u00e9s<\/li>\n
  • Analyses de risque cr\u00e9dit<\/li>\n
  • Analyses sur les taux<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
Analyses de fonds<\/strong><\/td>\nMorningstar<\/td>\n\n
    \n
  • \u00a0Analyses quantitatives<\/li>\n
  • Analyses du peer-group<\/li>\n
  • Suivi de perofrmances\/risques<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
CRM \/ PMS<\/strong><\/td>\nMydesq<\/td>\n\n
    \n
  • 1875 PMS\/CRM<\/li>\n
  • Reporting<\/li>\n
  • Consolidation<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    [\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column width=\u00a0\u00bb1\/1″][vc_empty_space empty_h=\u00a0\u00bb2″][\/vc_column][\/vc_row][vc_row][vc_column width=\u00a0\u00bb1\/1″][uncode_block id=\u00a0\u00bb85627″][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"

    [vc_row row_height_percent=\u00a0\u00bb0″ override_padding=\u00a0\u00bbyes\u00a0\u00bb h_padding=\u00a0\u00bb2″ top_padding=\u00a0\u00bb5″ bottom_padding=\u00a0\u00bb2″ overlay_alpha=\u00a0\u00bb50″ gutter_size=\u00a0\u00bb3″ column_width_percent=\u00a0\u00bb100″ shift_y=\u00a0\u00bb0″ z_index=\u00a0\u00bb0″][vc_column column_width_percent=\u00a0\u00bb100″ align_horizontal=\u00a0\u00bbalign_center\u00a0\u00bb gutter_size=\u00a0\u00bb3″ overlay_alpha=\u00a0\u00bb50″ shift_x=\u00a0\u00bb0″ shift_y=\u00a0\u00bb0″ shift_y_down=\u00a0\u00bb0″ z_index=\u00a0\u00bb0″ medium_width=\u00a0\u00bb0″ […]<\/p>\n","protected":false},"author":12,"featured_media":0,"parent":85362,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"class_list":["post-85368","page","type-page","status-publish","hentry","page_category-private-clients-fr"],"yoast_head":"\nClient\u00e8le priv\u00e9e - Construction de portefeuille - 1875 Finance<\/title>\n<meta name=\"description\" content=\"Client\u00e8le priv\u00e9e, construction de portefeuille : pour construire ou restructurer votre portefeuille d\u2019investissement, nous nous basons sur un processus formalis\u00e9 qui va de la compr\u00e9hension de votre profil et de vos besoins \u00e0 l\u2019\u00e9laboration d\u2019une allocation sur mesure. Gen\u00e8ve, Zurich, Luxembourg, Hong-Kong.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/1875.ch\/fr\/metiers\/clientele-privee\/construction-de-portefeuille\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Client\u00e8le priv\u00e9e - Construction de portefeuille - 1875 Finance\" \/>\n<meta property=\"og:description\" content=\"Client\u00e8le priv\u00e9e, construction de portefeuille : pour construire ou restructurer votre portefeuille d\u2019investissement, nous nous basons sur un processus formalis\u00e9 qui va de la compr\u00e9hension de votre profil et de vos besoins \u00e0 l\u2019\u00e9laboration d\u2019une allocation sur mesure. Gen\u00e8ve, Zurich, Luxembourg, Hong-Kong.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/1875.ch\/fr\/metiers\/clientele-privee\/construction-de-portefeuille\/\" \/>\n<meta property=\"og:site_name\" content=\"1875 Finance\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/1875finance\/?fref=ts\" \/>\n<meta property=\"article:modified_time\" content=\"2020-10-29T17:08:18+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Dur\u00e9e de lecture estim\u00e9e\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/1875.ch\\\/fr\\\/metiers\\\/clientele-privee\\\/construction-de-portefeuille\\\/\",\"url\":\"https:\\\/\\\/1875.ch\\\/fr\\\/metiers\\\/clientele-privee\\\/construction-de-portefeuille\\\/\",\"name\":\"Client\u00e8le priv\u00e9e - Construction de portefeuille - 1875 Finance\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/1875.ch\\\/fr\\\/#website\"},\"datePublished\":\"2020-04-19T22:19:51+00:00\",\"dateModified\":\"2020-10-29T17:08:18+00:00\",\"description\":\"Client\u00e8le priv\u00e9e, construction de portefeuille : pour construire ou restructurer votre portefeuille d\u2019investissement, nous nous basons sur un processus formalis\u00e9 qui va de la compr\u00e9hension de votre profil et de vos besoins \u00e0 l\u2019\u00e9laboration d\u2019une allocation sur mesure. Gen\u00e8ve, Zurich, Luxembourg, Hong-Kong.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/1875.ch\\\/fr\\\/metiers\\\/clientele-privee\\\/construction-de-portefeuille\\\/#breadcrumb\"},\"inLanguage\":\"fr-FR\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/1875.ch\\\/fr\\\/metiers\\\/clientele-privee\\\/construction-de-portefeuille\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/1875.ch\\\/fr\\\/metiers\\\/clientele-privee\\\/construction-de-portefeuille\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/1875.ch\\\/fr\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"M\u00e9tiers\",\"item\":\"https:\\\/\\\/1875.ch\\\/fr\\\/metiers\\\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Client\u00e8le priv\u00e9e\",\"item\":\"https:\\\/\\\/1875.ch\\\/fr\\\/metiers\\\/clientele-privee\\\/\"},{\"@type\":\"ListItem\",\"position\":4,\"name\":\"Construction de portefeuille\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/1875.ch\\\/fr\\\/#website\",\"url\":\"https:\\\/\\\/1875.ch\\\/fr\\\/\",\"name\":\"1875 Finance\",\"description\":\"The Financial Place to Be\",\"publisher\":{\"@id\":\"https:\\\/\\\/1875.ch\\\/fr\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/1875.ch\\\/fr\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"fr-FR\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/1875.ch\\\/fr\\\/#organization\",\"name\":\"1875 Finance\",\"url\":\"https:\\\/\\\/1875.ch\\\/fr\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"fr-FR\",\"@id\":\"https:\\\/\\\/1875.ch\\\/fr\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/1875.ch\\\/wp-content\\\/uploads\\\/2020\\\/03\\\/1875-logo.png\",\"contentUrl\":\"https:\\\/\\\/1875.ch\\\/wp-content\\\/uploads\\\/2020\\\/03\\\/1875-logo.png\",\"width\":220,\"height\":220,\"caption\":\"1875 Finance\"},\"image\":{\"@id\":\"https:\\\/\\\/1875.ch\\\/fr\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/www.facebook.com\\\/1875finance\\\/?fref=ts\",\"https:\\\/\\\/www.youtube.com\\\/channel\\\/UCZA0ykjGQrrEA3GBFkn8cAg\"]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Client\u00e8le priv\u00e9e - Construction de portefeuille - 1875 Finance","description":"Client\u00e8le priv\u00e9e, construction de portefeuille : pour construire ou restructurer votre portefeuille d\u2019investissement, nous nous basons sur un processus formalis\u00e9 qui va de la compr\u00e9hension de votre profil et de vos besoins \u00e0 l\u2019\u00e9laboration d\u2019une allocation sur mesure. Gen\u00e8ve, Zurich, Luxembourg, Hong-Kong.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/1875.ch\/fr\/metiers\/clientele-privee\/construction-de-portefeuille\/","og_locale":"fr_FR","og_type":"article","og_title":"Client\u00e8le priv\u00e9e - Construction de portefeuille - 1875 Finance","og_description":"Client\u00e8le priv\u00e9e, construction de portefeuille : pour construire ou restructurer votre portefeuille d\u2019investissement, nous nous basons sur un processus formalis\u00e9 qui va de la compr\u00e9hension de votre profil et de vos besoins \u00e0 l\u2019\u00e9laboration d\u2019une allocation sur mesure. Gen\u00e8ve, Zurich, Luxembourg, Hong-Kong.","og_url":"https:\/\/1875.ch\/fr\/metiers\/clientele-privee\/construction-de-portefeuille\/","og_site_name":"1875 Finance","article_publisher":"https:\/\/www.facebook.com\/1875finance\/?fref=ts","article_modified_time":"2020-10-29T17:08:18+00:00","twitter_card":"summary_large_image","twitter_misc":{"Dur\u00e9e de lecture estim\u00e9e":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/1875.ch\/fr\/metiers\/clientele-privee\/construction-de-portefeuille\/","url":"https:\/\/1875.ch\/fr\/metiers\/clientele-privee\/construction-de-portefeuille\/","name":"Client\u00e8le priv\u00e9e - Construction de portefeuille - 1875 Finance","isPartOf":{"@id":"https:\/\/1875.ch\/fr\/#website"},"datePublished":"2020-04-19T22:19:51+00:00","dateModified":"2020-10-29T17:08:18+00:00","description":"Client\u00e8le priv\u00e9e, construction de portefeuille : pour construire ou restructurer votre portefeuille d\u2019investissement, nous nous basons sur un processus formalis\u00e9 qui va de la compr\u00e9hension de votre profil et de vos besoins \u00e0 l\u2019\u00e9laboration d\u2019une allocation sur mesure. Gen\u00e8ve, Zurich, Luxembourg, Hong-Kong.","breadcrumb":{"@id":"https:\/\/1875.ch\/fr\/metiers\/clientele-privee\/construction-de-portefeuille\/#breadcrumb"},"inLanguage":"fr-FR","potentialAction":[{"@type":"ReadAction","target":["https:\/\/1875.ch\/fr\/metiers\/clientele-privee\/construction-de-portefeuille\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/1875.ch\/fr\/metiers\/clientele-privee\/construction-de-portefeuille\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/1875.ch\/fr\/"},{"@type":"ListItem","position":2,"name":"M\u00e9tiers","item":"https:\/\/1875.ch\/fr\/metiers\/"},{"@type":"ListItem","position":3,"name":"Client\u00e8le priv\u00e9e","item":"https:\/\/1875.ch\/fr\/metiers\/clientele-privee\/"},{"@type":"ListItem","position":4,"name":"Construction de portefeuille"}]},{"@type":"WebSite","@id":"https:\/\/1875.ch\/fr\/#website","url":"https:\/\/1875.ch\/fr\/","name":"1875 Finance","description":"The Financial Place to Be","publisher":{"@id":"https:\/\/1875.ch\/fr\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/1875.ch\/fr\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"fr-FR"},{"@type":"Organization","@id":"https:\/\/1875.ch\/fr\/#organization","name":"1875 Finance","url":"https:\/\/1875.ch\/fr\/","logo":{"@type":"ImageObject","inLanguage":"fr-FR","@id":"https:\/\/1875.ch\/fr\/#\/schema\/logo\/image\/","url":"https:\/\/1875.ch\/wp-content\/uploads\/2020\/03\/1875-logo.png","contentUrl":"https:\/\/1875.ch\/wp-content\/uploads\/2020\/03\/1875-logo.png","width":220,"height":220,"caption":"1875 Finance"},"image":{"@id":"https:\/\/1875.ch\/fr\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/1875finance\/?fref=ts","https:\/\/www.youtube.com\/channel\/UCZA0ykjGQrrEA3GBFkn8cAg"]}]}},"_links":{"self":[{"href":"https:\/\/1875.ch\/fr\/wp-json\/wp\/v2\/pages\/85368","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/1875.ch\/fr\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/1875.ch\/fr\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/1875.ch\/fr\/wp-json\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/1875.ch\/fr\/wp-json\/wp\/v2\/comments?post=85368"}],"version-history":[{"count":1,"href":"https:\/\/1875.ch\/fr\/wp-json\/wp\/v2\/pages\/85368\/revisions"}],"predecessor-version":[{"id":86316,"href":"https:\/\/1875.ch\/fr\/wp-json\/wp\/v2\/pages\/85368\/revisions\/86316"}],"up":[{"embeddable":true,"href":"https:\/\/1875.ch\/fr\/wp-json\/wp\/v2\/pages\/85362"}],"wp:attachment":[{"href":"https:\/\/1875.ch\/fr\/wp-json\/wp\/v2\/media?parent=85368"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}