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In school or starting your career, you’re just beginning to invest. Since your income is still low or growing, you must balance your cash inflows and your expenses, and start building your savings, while avoiding over-indebtedness.

You’ll build your investment portfolio gradually, thanks among other things to pre-authorized contributions, and if you maintain your savings rate, you’ll see your money grow. This is where our fdp Perspective Private Portfolio and its optionalities can become a very attractive option for you.

A new way to invest

Available since 2021, the Perspective Portfolio is a flexible and personalized investment solution that adapts to your objectives and your investor profile. Far from imposing a standardized approach, the Perspective Portfolio adapts to your needs, your personal or professional challenges, and your life projects. It’s an evolving and sophisticated investment vehicle, designed for your life path, with optionalities that reflect market trends.

What are optionalities?

Simply put, they are an opportunity to invest a percentage of your Perspective Portfolio assets in specific themes.

Markets evolve and Perspective Portfolio optionalities reflect the strong trends and challenges of our societies and, above all, the innovative solutions that are developed.

They enable you to invest in industries of the future and benefit from their spinoffs. It’s also a way to incorporate your values or your personal or professional interests into your financial plan and your investments.

The human dimension of our future

Two optionalities already exist, Environment and Technologies of the Future.

A brand new optionality, Health and Medical Innovations, has just been launched. It focuses on medical research, biotechnologies and telemedicine, all booming fields, as well as the development of equipment and instruments to improve medical procedures and targeted software to improve the transfer and sharing of patient data.

The Health and Medical Innovations optionality capitalizes on all these factors, and others, such as the management of healthcare centres and hospitals.

If you are a healthcare professional, this will give you the opportunity to actively participate in the development of your profession and its positive impacts, while planning your financial future.

Make your choice!

To find out more and to inspire you, here are short videos of the managers who have set up the optionalities or who are actively involved in managing them. We hope you find them informative and inspirational!

To learn more, talk to your advisor.

Health and Medical Innovations

Environment

 

Technologies of the Future

 

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