LBP AM and Tocqueville Finance SA rewarded
LBP AM and Tocqueville Finance SA, our two main management companies, were honored and obtained three awards.

2021 BASKETS BETTER LIVE YOUR MONEY: 3rd place for LBP AM
On September 23, during the 2021 Corbeilles Mieux Vivre Votre Argent ceremony, the La Banque Postale group placed 3rd on the Long Term Corbeille podium, in the Banking Networks category.

A true market benchmark since 1986, the Mieux Vivre Votre Argent Corbeilles aim to distinguish the ranges of funds, distributed by banking networks, which have the best financial performance of their OPC offers, five years for the Long Term Corbeille.
In order to ensure that rated funds are actually offered to their customers, Mieux Vivre Votre Argent only collects funds on the websites of banking institutions.

It is therefore the performance of this entire offering, comprising equity, diversified and SRI funds managed by the teams of La Banque Postale Asset Management and Tocqueville Finance over five years, which is thus rewarded.
 “We are very proud to receive this award, which attests to the quality of the management of LBP AM and Tocqueville Finance. And also shows that, more than ever, sustainable management goes hand in hand with quality financial performance. »Vincent Cornet, Managing Director of LBP AM and Managing Director of Tocqueville Finance.
 
LBP AM and Tocqueville Finance awarded the Sustainable Finance Trophies
On the occasion of the second edition of the Responsible Finance Trophies organized by the magazine Investissement Conseils, Tocqueville Megatrends ISR * and LBPAM ISR Actions Environnement * respectively won the podium in the “Europe PEA Equities” and “World Equities” categories. Environment ". LBPAM ISR Actions Environnement * also came third in the “Carbon Climate” category. These distinctions recognize the quality of the management of these funds resolutely committed to the energy transition with the aim of taking action to preserve the planet.
Tocqueville Silver Age ISR awarded at the Globes de la Gestion 2021
On the occasion of the 8th edition of the Globes de la Gestion organized by the magazine Gestion de Fortune and Quantalys on September 8, Tocqueville Finance received a prize in the Euro Equities category in 2nd position with the Tocqueville Silver Age ISR * fund.

This classification is established on the basis of the criteria of maximum loss and volatility in a period of decline over 3 years. The objective of this selection: to find funds which, over the long term, have succeeded in outperforming the benchmark index, while having been able to withstand the significant declines in the market in recent years. These data are as of June 30, 2021.

Tocqueville Silver Age ISR * is a fund whose core target is the generation of "baby boomers" who have more purchasing power than the average, and - retirement requires - time. Logically, companies in the silver economy have in front of them the prospect of significant demand that can promote their growth perspective. Faced with this megatrend which has been emerging with more and more clarity for several years, Tocqueville Finance has decided to offer a fund investing in companies that meet the needs of people over 55 even more.

This European equity fund, eligible for the PEA, benefits from Tocqueville Finance's historic expertise in European small and mid-caps, and from a management team with more than 20 years of experience in healthcare and specialized sectors. biotech and medtech. This fund, which seeks to identify companies with, according to our analysis, the best practices in terms of sustainable development obtained the SRI label in 2020.

Post a Comment

Previous Post Next Post