Build your portfolio with peace of mind
Bonds at BNP Paribas Wealth Management
Our experts permanently monitor the quality of the selection, in line with our Investment Strategy which aims to anticipate the macroeconomic environment and the markets for the coming months.
- An international team of bond specialists
- A robust methodology with recognised partners
- A rigorous selection process
- Very high standards in risk monitoring
- Suitable recommendations for your portfolio
How do we offer you a high-quality selection?
A rigorous, transparent and lasting selection process
We help you to navigate the ever-changing markets
Benefit from a high added-value ecosystem
OUR EXPERTISE
Each of our specialists follows a well-defined selection process that is rooted in fundamental analysis, discipline, rigour and decades-long experience. We know how to successfully navigate global markets and different market environments.
Our experts always react rapidly to market events and conditions and adapt their recommendations accordingly.
SOLID PARTNERSHIPS
Robust processes shape our investment decisions, allowing us to constantly improve our portfolio management, advisory and strategies, and to deliver results that our clients expect.
Our rigorous methodology identifies the best opportunities across fixed income sectors while taking into account risks.s.
ACTIONABLE RECOMMENDATIONS
Benefit from investment ideas on securities thanks to clear and engaging messages:
- An issuer’s financial profile.
- Bond recommendations: Buy, Hold, Reduce, Sell (credit opinions are regularly updated).
- Anticipation and response to interest rate movements and changes in issuers’ fundamentals.
By your side
Regular monitoring and relevant up-to-date information for each bond recommendation
Bonds sheets
Summary of strengths and risks related to the issuer, reminder of the main characteristics of the bond, information on the relative price of the security, its liquidity in the market, its price and its current yield, its duration, our investment recommendation, etc.
ESG* Analysis
The Clover rating** for recommended Bonds is assigned. It analyses the environmental, social, governance of impact of activities for issuers in each sector.
Tailor-made
On-demand and customized to clients’ needs
*Environmental, Social, Governance
**The Clover evaluation methodology is BNP Paribas Wealth Management’s internal and proprietary methodology, which was created to allow clients to compare, in a quick and easy way, the responsibility level of financial products recommended by BNP Paribas Wealth Management, whether ‘responsible’ or not. This methodology makes it possible to analyse financial products in every asset class through a consistent and objective approach with dedicated criteria to reflect the specificities of each asset class. A score is attributed to each financial product analysed, between 0 and 10 clovers, 10 being the highest level of responsibility.
For more information, please see the ESG Rating disclosure document – Clover evaluation, required under Annex III, point 1, of Regulation (EU) 2024/3005 and article 13 of Regulation (EU) 2019/2088. |