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Welcome to IRIS Finance

Accessing the information contained on IRIS Finance website implies implicit agreement of the following terms of service.

1 – No offer, no obligation

The information contained in the IRIS Finance website does not constitute an offer nor a solicitation or recommendation to buy or sell an investment product, or to carry out a transaction or to enter into a legal transaction of any kind.

The information and opinions published on the IRIS Finance website are for personal use and for information purposes only. They are subject to change without notice. IRIS Finance can not guarantee (either expressly or implicitly) that the published information and opinions expressed on the IRIS Finance website are correct, complete or updated. In particular, IRIS Finance is not obliged to remove the outdated information from the IRIS Finance website or to expressly state that they are. Nothing on the IRIS Finance website constitutes an advice, whether financial, legal, tax or otherwise. Similarly, no investment should be made or any decision made solely on the basis of the content of the site IRIS Finance. It is advisable to obtain the advice of a qualified expert before deciding on an investment.

The fund or services presented on this site are only for investors established in countries where their promotion and selling are authorized. No fund or product can be suggested to an investor based in the US or being a ‘US person’ as it is defined in the american regulation US Securities Act.

2 – Performance

The future performance of an investment can not be deducted from its past performance. The value of an investment can rise as well as fall. An investment may also lose value due to changes in exchange rates. IRIS Finance can not guarantee that the capital invested will retain its value or that it will increase.

3 – Limitation of liability

IRIS Finance disclaims, without limitation, any liability for loss or damage of any kind, including direct and indirect damages arising from the use or access to the IRIS Finance site, or a link to a third party site.

In addition, IRIS Finance disclaims any liability for possible alterations to the user’s computer system by unauthorized parties. In this respect, IRIS Finance expressly recalls the risk of malwares, and the possibility of targeted attacks by “hackers”. To avoid the impact of malwares, it is recommended to use the latest browser versions, install anti-virus software and update them continuously. As a principle, the opening of any e-mail from unknown sources, as well as any unscheduled documents, attached to an e-mail message should be avoided.

4 – Links

Some links of the IRIS Finance website lead to third party sites, on which IRIS Finance has no control. Accordingly, IRIS Finance can not be held responsible for the accuracy, completeness or legality of their content or the offers and services they offer.

5 – Local restrictions

The IRIS Finance website is not intended for people in jurisdictions where (due to the nationality of the person, his or her residence or otherwise) the publication or availability of the IRIS Finance website is prohibited.

6 – Copyright

The rights of the entire content of the site IRIS Finance are restricted. You may save or print the individual pages and / or sections of the IRIS Finance webite, provided that you do not delete any copyright and proprietary notices. In case of any backup or other copy of the IRIS Finance website, the terms of use are considered accepted. IRIS Finance retains all property rights. It is prohibited to reproduce (in whole or in part), transmit (electronically or otherwise), modify, link or use for public or commercial purposes the IRIS Finance website without first obtaining the written permission.

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Investment expertise and strategies

Our investment philosophy

To strike the perfect balance between return and risk in all circumstances, we rely on our two-pronged expertise :

Fixed income investments

Our bond management is based on the analysis of macroeconomic fundamentals within leading industrialised countries:

growth
inflation
balance of payments
capital flows
central bank monetary policies
fiscal policies
geopolitical factors

In keeping with our market forecasts and based our research – aimed at assessing issuer risk, risk premia and their indexation (fixed rates, floating rates) – we adjust the sensitivity, or modified duration, within our portfolios.

Our objective for the fixed income envelopes within our portfolios is to generate lower volatility than the index, with superior returns.

Equity investments

IRIS Finance is an active equity manager. Our methodology emphasises mid-term investment horizons and the search for optimal risk-return combinations.

Our stock selection is voluntarily restricted and reflects the teams’ strongest convictions. The latter determine our regional allocation, which is then implemented in the fund through “bottom-up” stock picking. A structured and thorough investment process compliant with regulatory obligations, as verified by independent providers.

Our first objective is to achieve superior performance and lower volatility than our benchmarks.

Monitoring and reporting tools are sent or made available to you to help you keep up to date with the performance of your investment: risk/return, estimated correlation with market indices, performance attribution, performance track record for asset allocation, stock picks and currency choices.

Enhancing your assets, making them grow or simply protecting them from erosion, requires different strategies. Our tailor-made solutions reflect the diversity of your needs.

Our investment solutions