Savers fond of life insurance have the pleasant surprise of being offered greener, more responsible and more united financial products since January 1.
Insurers are now required to offer their clients with multi-support contracts at least one fund labeled responsible (SRI), green (Greenfin) or invested in the social economy (Finansol).
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Those who wish to make their savings more meaningful will surely give in to the temptation.
The performances are not less good than those of traditional funds.
But we still have to find our way around.
“Customers are a bit lost in the labels, it remains a bit complex.
They put everything under the SRI nebula, even when this is not the case
, ”said Quentin Petit-Prestoud, wealth advisor at Artémis Gestion Privée.
What are we talking about?
• ISR.
It is the most famous label.
It is allocated to funds which integrate environmental, social and governance criteria into their allocation in such a way ...
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