Manage your wealth with peace of mind
Fund selection at BNP Paribas Wealth Management
Among all traditional financial investments, funds are an important pillar for building a financial portfolio to grow your wealth over the long term, in line with your objectives. Moreover, funds are a good way of giving meaning to your investments.
- Partnerships with the best fund managers in the industry
- A selection of top- performing funds
- Robust research capacity with key partners
- A seasoned international team of specialists in fund selection
- High standard of risk monitoring
How do we offer you a top-notch selection?
A rigorous and sustainable* selection process
A key partnership to offer you the very best
A high value-added ecosystem
OUR PROVEN EXPERTISE
We mobilise more than 40 asset management teams to give you an exclusive access to 300 in-house funds managed by BNP Paribas Asset Management, one the largest asset managers* in the world with renowned expertise in sustainability.
RECOGNISED PARTNERS
We work closely with the best fund managers in the world to meet your specific needs.
UNIQUE ACCESS TO AMSELECT
Benefit from a fund platform to draw on the expertise of asset managers which partner with BNP Paribas Wealth Management, combined with all the criteria (risk and ESG**) of BNP Paribas Asset Management.
*Top 10 world ranking RIBI 2020
**Environmental, Social, Governance
By your side
Regular monitoring and relevant up-to-date information for each fund recommendation
Desknotes
The desknote is the most complete resource for understanding a fund’s investment strategy, its key performance indicators and the opinion of our experts.
ESG* analysis
The sustainability factsheet** summarises our deep analysis of ESG* criteria for the fund’s activities.
*Environmental, Social, Governance
**A sustainability factsheet is produced by BNP Paribas Wealth Management's Responsible Investment experts for investment funds, on request. This one-page document presents, in a concise manner, the detailed analysis of the extra-financial framework of a product rated in clovers as well as the score obtained as a result of the analysis conducted by BNP Paribas Wealth Management. For example, the factsheet briefly presents the analysis of the management company’s responsibility, the fund's ESG framework, the management company’s voting policy and engagement practices, the fund’s social and environmental impact, etc. 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. |