{"id":2337,"date":"2024-11-29T16:46:34","date_gmt":"2024-11-29T15:46:34","guid":{"rendered":"https:\/\/www.sequana-epargne.com\/sequana-epargne.com\/?page_id=2337"},"modified":"2025-01-27T19:15:13","modified_gmt":"2025-01-27T18:15:13","slug":"nos-valeurs","status":"publish","type":"page","link":"https:\/\/www.sequana-epargne.com\/?page_id=2337","title":{"rendered":"Nos valeurs"},"content":{"rendered":"\t\t
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L’int\u00e9r\u00eat de nos clients avant toute chose<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Quelque soit l’enveloppe juridique choisie, assurance-vie, PER, PEA, comptes-tires, nous nous engageons \u00e0 ne s\u00e9lectionner que les fonds qui ressortent de notre processus comme les meilleurs fonds disponibles sur chaque support. Sur le plan capitalistique, nous ne sommes<\/strong> li\u00e9s \u00e0 aucun groupe financier ou fonds d’investissement d\u00e9tenteur d’une soci\u00e9t\u00e9 de gestion ou d’une compagnie d’assurance<\/strong>, et nous\u00a0 s\u00e9lectionnons les fonds en toute libert\u00e9 et ind\u00e9pendance<\/strong> vis \u00e0 vis des soci\u00e9t\u00e9s de gestion avec lesquelles nous travaillons, dans l’int\u00e9r\u00eat exclusif de nos clients.\u00a0<\/strong><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Investissement socialement responsable et d\u00e9veloppement durable<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Nous sommes convaincus qu’une d\u00e9marche d’investisseur responsable<\/strong>, prenant en compte des crit\u00e8res de responsabilit\u00e9 sociale, de respect des individus, de respect de l’environnement, de lutte contre le changement climatique, de bonnes gouvernance des entreprises<\/strong> port\u00e9es dans nos portefeuilles est d’une part un gage de bonne performance financi\u00e8re \u00e0 long terme, et contribue \u00e0 favoriser les entreprises qui d\u00e9montrent des comportements soucieux d’un d\u00e9veloppement durable<\/strong>. C’est\u00a0 pourquoi nous s\u00e9lectionnons et proposons de fa\u00e7on significative des fonds qui mettent en \u0153uvre ces crit\u00e8res, valid\u00e9s par la nomenclature de la r\u00e9glementation SFDR<\/a><\/strong> (fonds dits Article 8 ou Article 9)<\/strong><\/a>, soit b\u00e9n\u00e9ficiant du label ISR France<\/a><\/strong> (Investissement Socialement Responsable)<\/strong><\/a> ou d’un label \u00e9quivalent d’un autre pays de l’Union Europ\u00e9enne.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Pour en savoir plus, cliquez sur les liens ci-dessous :<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\"\"\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\"\"\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Transparence<\/strong><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Dans un souci de transparence et afin de nous assurer de la bonne compr\u00e9hension de nos clients quant \u00e0 nos choix, nous nous engageons \u00e0 communiquer de fa\u00e7on tr\u00e8s ouverte et tr\u00e8s p\u00e9dagogique sur nos s\u00e9lections de fonds, notre m\u00e9thodologie, les raisons de nos choix<\/strong>. Nous sommes aussi totalement transparents en termes de r\u00e9mun\u00e9ration<\/strong>, particuli\u00e8rement en ce qui concerne les commissions que nous pourrions percevoir de la part de soci\u00e9t\u00e9s de gestion ou de la part des plate-formes de services financiers.\u00a0\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

L’int\u00e9r\u00eat de nos clients avant toute chose Quelque soit l’enveloppe juridique choisie, assurance-vie, PER, PEA, comptes-tires, nous nous engageons \u00e0 ne s\u00e9lectionner que les fonds qui ressortent de notre processus comme les meilleurs fonds disponibles sur chaque support. Sur le plan capitalistique, nous ne sommes li\u00e9s \u00e0 aucun groupe financier ou fonds d’investissement d\u00e9tenteur d’une […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"ocean_post_layout":"","ocean_both_sidebars_style":"","ocean_both_sidebars_content_width":0,"ocean_both_sidebars_sidebars_width":0,"ocean_sidebar":"","ocean_second_sidebar":"","ocean_disable_margins":"enable","ocean_add_body_class":"","ocean_shortcode_before_top_bar":"","ocean_shortcode_after_top_bar":"","ocean_shortcode_before_header":"","ocean_shortcode_after_header":"","ocean_has_shortcode":"","ocean_shortcode_after_title":"","ocean_shortcode_before_footer_widgets":"","ocean_shortcode_after_footer_widgets":"","ocean_shortcode_before_footer_bottom":"","ocean_shortcode_after_footer_bottom":"","ocean_display_top_bar":"default","ocean_display_header":"default","ocean_header_style":"","ocean_center_header_left_menu":"","ocean_custom_header_template":"","ocean_custom_logo":0,"ocean_custom_retina_logo":0,"ocean_custom_logo_max_width":0,"ocean_custom_logo_tablet_max_width":0,"ocean_custom_logo_mobile_max_width":0,"ocean_custom_logo_max_height":0,"ocean_custom_logo_tablet_max_height":0,"ocean_custom_logo_mobile_max_height":0,"ocean_header_custom_menu":"","ocean_menu_typo_font_family":"","ocean_menu_typo_font_subset":"","ocean_menu_typo_font_size":0,"ocean_menu_typo_font_size_tablet":0,"ocean_menu_typo_font_size_mobile":0,"ocean_menu_typo_font_size_unit":"px","ocean_menu_typo_font_weight":"","ocean_menu_typo_font_weight_tablet":"","ocean_menu_typo_font_weight_mobile":"","ocean_menu_typo_transform":"","ocean_menu_typo_transform_tablet":"","ocean_menu_typo_transform_mobile":"","ocean_menu_typo_line_height":0,"ocean_menu_typo_line_height_tablet":0,"ocean_menu_typo_line_height_mobile":0,"ocean_menu_typo_line_height_unit":"","ocean_menu_typo_spacing":0,"ocean_menu_typo_spacing_tablet":0,"ocean_menu_typo_spacing_mobile":0,"ocean_menu_typo_spacing_unit":"","ocean_menu_link_color":"","ocean_menu_link_color_hover":"","ocean_menu_link_color_active":"","ocean_menu_link_background":"","ocean_menu_link_hover_background":"","ocean_menu_link_active_background":"","ocean_menu_social_links_bg":"","ocean_menu_social_hover_links_bg":"","ocean_menu_social_links_color":"","ocean_menu_social_hover_links_color":"","ocean_disable_title":"default","ocean_disable_heading":"default","ocean_post_title":"","ocean_post_subheading":"","ocean_post_title_style":"","ocean_post_title_background_color":"","ocean_post_title_background":0,"ocean_post_title_bg_image_position":"","ocean_post_title_bg_image_attachment":"","ocean_post_title_bg_image_repeat":"","ocean_post_title_bg_image_size":"","ocean_post_title_height":0,"ocean_post_title_bg_overlay":0.5,"ocean_post_title_bg_overlay_color":"","ocean_disable_breadcrumbs":"default","ocean_breadcrumbs_color":"","ocean_breadcrumbs_separator_color":"","ocean_breadcrumbs_links_color":"","ocean_breadcrumbs_links_hover_color":"","ocean_display_footer_widgets":"default","ocean_display_footer_bottom":"default","ocean_custom_footer_template":"","footnotes":""},"class_list":["post-2337","page","type-page","status-publish","hentry","entry"],"_links":{"self":[{"href":"https:\/\/www.sequana-epargne.com\/index.php?rest_route=\/wp\/v2\/pages\/2337","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sequana-epargne.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.sequana-epargne.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.sequana-epargne.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sequana-epargne.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2337"}],"version-history":[{"count":76,"href":"https:\/\/www.sequana-epargne.com\/index.php?rest_route=\/wp\/v2\/pages\/2337\/revisions"}],"predecessor-version":[{"id":2709,"href":"https:\/\/www.sequana-epargne.com\/index.php?rest_route=\/wp\/v2\/pages\/2337\/revisions\/2709"}],"wp:attachment":[{"href":"https:\/\/www.sequana-epargne.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2337"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}