CLARESCO Finance
​
Public limited company with capital of €2,039,484 - RCS PARIS 420 307 167
Portfolio management company - AMF approval GP-98042 of 10/16/1998
6 Rue Lamennais - 75008 Paris
Such. 01.53.45.38.00 - www.claresco.fr
Site manager: Edouard Ferri
CLARESCO Finance
​
Public limited company with capital of €2,039,484 - RCS PARIS 420 307 167
Portfolio management company - AMF approval GP-98042 of 10/16/1998
6 Rue Lamennais - 75008 Paris
Such. 01.53.45.38.00 - www.claresco.fr
Site manager: Edouard Ferri
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1- Select Risk Profile
Click on the drop-down menu and select the risk profile "PRUDENT" "BALANCED" "DYNAMIC"
2- Select the life insurance contract
27 contracts are integrated into the tool, out of the 340 pre-selected funds only the funds referenced within the contract will stand out
3- Indicate the amount to invest
Once the amount to be invested has been indicated, click "CONSULT THE RECOMMENDED ALLOCATION"
NB: A summary of the allocation appears at the bottom of the page
4- Consult the Recommended allocation
Claresc'Alloc shows a diversified allocation, uncorrelated with optimization of the efficient frontier. In addition to the list of funds recommended in the contract, you will find the weightings, the YTD performance, 3 years 5 years, the volatilities 3 years and 5 years, the SRRI of the recommended allocation, the capital after 5 years of investment (past performance ne prejudgments of future performance) the retrocession rate to the firm, the 2021 2020 2019 performance and finally the ESG impact of the allocation.
5- Readjust the Recommended allocation
You want to bring your personal touch to the allocation, Click on the compare and adjust tab, and make your own allocation... the tool classifies the funds by geographical areas, sectors, management styles, category (scientific, scp, structured and Euro funds) Each fund is ranked from best to "worst" in each category (according to the criteria of the algorithm)
6- Compare your Allocation
By clicking on the "Adjusted allocation result" tab, you can compare your allocation to that of the allocation recommended by the algorithm
7- Obligation Regulatory
Whatever the allocation (Advised or adjusted) the tool provides you with the result of the Regulatory obligation concerning remuneration (Article L522-1 of the Insurance Code)