Investment strategy and macroeconomic research: Our core values

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Our core values

Nos valeurs : indépendance, transparence et cohérence

Our clients are guaranteed quality, pertinence and objectivity. To ensure this, our activity is consistently founded on three values fundamental to our business: independence, transparency and coherence.

 

Independance

 

We have no capital links with other companies or banking institutions, which is seldom the case in investment strategy consulting. Furthermore, we generate 100% of our income from our research. We therefore depend on our clients rather than on our ‘bosses’, which implies full freedom and accountability as well as rigorous methods.

 

Transparency

 

If you are to trust us, you are entitled to know when we get things right, but also when we do not. That’s why, each year, we publish our Track Record on our website. We candidly acknowledge our forecasting errors in asset allocation and fundamental analysis.

 

Coherence

 

A consensus is indispensable to offer effective and coherent strategic investment advice. Our five economists thus speak with one voice. Our point of view is unique! We have trust in our convictions, and we are suspicious of market noise: excessive media coverage, rumours, ubiquitous short-termism, herd behaviour, constant news flow and gossip.

 

If you want to know more about our core values and how we can help you in your investment strategy, Contact us.

 

Les valeurs des Cahiers Verts de l'Economie

Contact us

Our strategist economists are at your disposal

+33 1 53 42 65 33 socofi@socofi.com

Informations

France's leading independent research firm in macroeconomics and investment strategy.