{"id":205,"date":"2015-12-01T18:09:33","date_gmt":"2015-12-01T18:09:33","guid":{"rendered":"http:\/\/wdsinvest.com\/?page_id=205"},"modified":"2017-11-02T19:10:33","modified_gmt":"2017-11-02T19:10:33","slug":"investment-policy-statement","status":"publish","type":"page","link":"https:\/\/wdsinvest.com\/fr\/solution\/investment-policy-statement\/","title":{"rendered":"D\u00e9claration de politique d'investissement"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><div data-vc-full-width=\"true\" data-vc-full-width-init=\"false\" class=\"vc_row wpb_row vc_row-fluid vc_custom_1449081917048 vc_row-has-fill\"><div class=\"wpb_column vc_column_container vc_col-sm-12\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\">\n\t<div class=\"wpb_text_column wpb_content_element vc_custom_1449081981174\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<h1 class=\"subheader-h1\">La <em>D\u00e9claration de politique d'investissement<\/em> de WDS est le mod\u00e8le de gestion de votre portefeuille et couvre les sept lignes directrices du portefeuille d'investissement. La d\u00e9claration de politique d'investissement refl\u00e8te le portefeuille le mieux adapt\u00e9 \u00e0 votre profil client et \u00e0 ses allocations d'actifs cibles.<\/h1>\n\n\t\t<\/div>\n\t<\/div>\n<\/div><\/div><\/div><\/div><div class=\"vc_row-full-width vc_clearfix\"><\/div><div class=\"vc_row wpb_row vc_row-fluid\"><div class=\"wpb_column vc_column_container vc_col-sm-12\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><div class=\"vc_empty_space\"   style=\"height: 40px\"><span class=\"vc_empty_space_inner\"><\/span><\/div><\/div><\/div><\/div><\/div><div class=\"vc_row wpb_row vc_row-fluid\"><div class=\"wpb_column vc_column_container vc_col-sm-9\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\">\n\t<div class=\"wpb_text_column wpb_content_element\" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<h3>Lignes directrices pour le portefeuille de placements<\/h3>\n<ul class=\"custom-list\">\n<li>Objectifs d'investissement et tol\u00e9rance au risque<\/li>\n<li>Horizon temporel<\/li>\n<li>Exigences de revenus<\/li>\n<li>Besoins de liquidit\u00e9<\/li>\n<li>Questions fiscales<\/li>\n<li>Consid\u00e9rations juridiques et successorales<\/li>\n<li>Circonstances uniques<\/li>\n<\/ul>\n<p>Votre politique est revue p\u00e9riodiquement avec votre gestionnaire de patrimoine afin de s'assurer qu'elle refl\u00e8te tout changement important dans votre vie, votre situation financi\u00e8re, vos objectifs de placement \u00e0 long terme et votre tol\u00e9rance au risque personnelle. Cependant, WDS respecte le principe bien \u00e9tabli de la r\u00e9partition strat\u00e9gique des actifs. Nous \u00e9vitons les r\u00e9visions al\u00e9atoires bas\u00e9es sur la peur ou l'exc\u00e8s de confiance.<\/p>\n<p>En mati\u00e8re de cr\u00e9ation de richesse, votre r\u00e9ussite ultime r\u00e9side dans l\u2019\u00e9laboration d\u2019une politique d\u2019investissement \u00e0 long terme et dans la volont\u00e9 de vous y tenir au fil du temps.<\/p>\n<p>&nbsp;<\/p>\n<h3>Suivi et r\u00e9\u00e9valuation<\/h3>\n<p>L\u2019investissement suit un cycle complexe et dynamique. Les gestionnaires de patrimoine de WDS surveillent, r\u00e9\u00e9valuent et r\u00e9\u00e9quilibrent activement les portefeuilles de leurs clients afin de maintenir leurs allocations d\u2019actifs cibles de la mani\u00e8re la plus optimale possible.<\/p>\n<p>La prise de d\u00e9cision concernant les titres individuels incombe \u00e0 WDS et porte sur les titres dans lesquels investir et le moment de les acheter et de les vendre. WDS a l'obligation d'\u00e9valuer si un titre particulier convient \u00e0 votre compte.<\/p>\n<p>Une gestion de compte pr\u00e9cise est primordiale et les pratiques \u00e9quitables sont sacr\u00e9es. La <a href=\"http:\/\/wdsinvest.com\/wp-content\/uploads\/2017\/05\/WDS-Fairness-Policy_April-2017.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Politique d'\u00e9quit\u00e9 <em>de WDS<\/em><\/a> \u00e9tablit des normes \u00e9lev\u00e9es pour garantir que les opportunit\u00e9s d'investissement \u00e9ligibles sont partag\u00e9es de mani\u00e8re \u00e9quitable entre tous nos clients.<\/p>\n<p>&nbsp;<\/p>\n<h3>Processus de gestion des investissements<\/h3>\n<p>La gestion responsable des investissements repose sur des informations en constante \u00e9volution, telles que la nouvelle situation du client et les conditions du march\u00e9.<\/p>\n\n\t\t<\/div>\n\t<\/div>\n<div class=\"vc_empty_space\"   style=\"height: 40px\"><span class=\"vc_empty_space_inner\"><\/span><\/div><\/div><\/div><\/div><\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"The WDS Investment Policy Statement is the blueprint for managing your portfolio and covers all seven Investment Portfolio Guidelines. The investment policy statement reflects the portfolio most suited to your client profile and its target asset allocations. Investment Portfolio Guidelines Investment objectives and risk tolerance Time horizon Income requirements Liquidity<span class=\"excerpt-hellip\"> [\u2026]<\/span>","protected":false},"author":5,"featured_media":0,"parent":27,"menu_order":0,"comment_status":"open","ping_status":"open","template":"","meta":{"footnotes":""},"class_list":["post-205","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Investment Policy Statement - Watson Di Primio Steel (WDS)<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/wdsinvest.com\/fr\/solution\/investment-policy-statement\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Investment Policy Statement - Watson Di Primio Steel (WDS)\" \/>\n<meta property=\"og:url\" content=\"https:\/\/wdsinvest.com\/fr\/solution\/investment-policy-statement\/\" \/>\n<meta property=\"og:site_name\" content=\"Watson Di Primio Steel (WDS)\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.linkedin.com\/company\/watson-di-primio-steel-wds-investment-management-ltd-\" \/>\n<meta property=\"article:modified_time\" content=\"2017-11-02T19:10:33+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@wdsinvest\" \/>\n<meta name=\"twitter:label1\" content=\"Dur\u00e9e de lecture estim\u00e9e\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/wdsinvest.com\\\/solution\\\/investment-policy-statement\\\/\",\"url\":\"https:\\\/\\\/wdsinvest.com\\\/solution\\\/investment-policy-statement\\\/\",\"name\":\"Investment Policy Statement - 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