Our purpose is to give a meaning to the saving of our customers
Our mission is clear : look at the reality from a different angle, from the customer point of view, and pick out companies that create financial and extra-financial performance. And according to academic studies, that is what Customer satisfaction drives.
To achieve this mission, we have created the ROC (Return on Customer) Investment process. It allows us to invest in Customer Centric companies by bringing back the customer at the heart of our investment decisions. Satisfied Customers, driving financial performance, need engaged employees, strong governance et limited environemental footprint to thrive. This alignment of interest is permited by the fact that the companies we select have a purpose that lead to a positive impact. That is how we make finance sensible to our customer.
We decline this investment approach into mutual funds accross various asset classes, from Small Caps Equity to Fixed Income.