To protect your capital – To manage your time – To benefit from the performance – To regain the decision-making – To easily follow the markets – To compute real-time risk-taking
Marie Quantier is the missing link needed by personal investors to
With Marie Quantier’s
To monitor your risk-taking and to
Lastly, you receive notifications on your smartphones when financial market conditions evolution implies a change in your portfolio. You will also
Numerical simulations to estimate your portfolio maximum drawdown
Diversification map to visualize each security and sector in your ETF portfolio
Aggregated financial analysis (earnings and balance sheet) of ETF components
AI defines market regimes by analysing all the macro and financial data available
Synthesis of macro indicators (AI) accessible for each date since 99
Regular notification sent to help you run your portfolio : market entry / regimes
Orders are automatically pre filled after customization in order to avoid mistakes
Blocage possible d'un fond de portefeuille à prendre en compte lors des optimisations
Optimization under constraints of risk tolerance, regime and locks
Financial data: 3000 equities, 300 ETF, macroeconomics, FX, credit, interest rates
Dividends (implicit) estimation extracted from 300 000 options on 3000 equities
Macroeconomical and market analysis available on a dedicated blog
ETF (Exchange Traded Funds) are investment funds that are listed, and therefore offer great liquidity, and which replicate an index. An index is a transparent investment methodology. In other words, ETF are basket of securities, equities or bonds, already diversified and which makes portfolio management much easier. ETF are also very competitive in terms of management fees.
ETF are baskets of securities which follow a transparent methodology called index. It makes investing very transparent. One knows at every moment which securities are amongst the basket. It makes it easier to run a diversified portfolio. For example, with an ETF on the financial sector, you only have to buy one ETF and you get exposure to 17 securities of the financial sector.
There is a mechanism well known and used by the fund managers which allows to monitor the risk : bonds and equities are moving in opposite direction depending on the market conditions.
With equities, one owns part of a company. With bonds, one lends to a state or a company. When the economy is doing well, equities are going up and so do the interest rates. It means that bonds, which are mechanically evolving with interest rates, are going down. On the contrary, when one fears for the wellness of the economy, one seeks for a safe heaven, in a flight to quality. The « real money » (pension funds, insurance companies, sovereign wealth funds, etc.) is a big player in this game. That is why the mechanism has been so persistent over the decades.
At Marie Quantier, we have divided the market conditions into four states. The first, called « expansion » is when economy is improving and equities are undervalued. With no surprise, it’s when we recommend investing mostly in equities. The second one, called « Panic », is when economy is deteriorating and equities are overvalued. Again, quite easy, we recommend not to invest one penny in equities in such a market condition and to protect one wealth by investing in sovereign bonds. Finally, there are two transition states called « euphoria » and « recovery ». In those market conditions, we recommend having half ones wealth invested in corporate bonds.
It’s now easy to understand why one needs a complete set of ETF amongst all the asset classes to correctly risk manage one portfolio. And that’s what you get with the platform Marie Quantier.
Les ETF sont des fonds d'investissement côtés en
bourse qui suivent un "indice"
qui est une méthodologie transparente. En d'autres mots, les ETF sont des paniers de titres qui permettent de
Cela permet de connaître exactement, à chaque instant, les titres qui composent l'ETF. Par exemple, au lieu d'acheter les 40 actions du CAC40 pour diversifier ses investissements dans toutes les grandes entreprises françaises, il suffit d'acheter un seul ETF sur le CAC 40.
Les ETF présentent
SP500, Nasdaq, Dow Jones, etc.
Eurostoxx50, CAC 40, DAX, etc.
MSCI World, China, Taiwan, Brasil, etc.
Sovereign bonds (safe heaven)
Investment Grade bonds
High Yield bonds
Notre infrastructure nous permet de définir les phases pendant lesquelles l'économie s'améliore et
les actions sont sous-valorisées : "expansion" (
Marie Quantier sélectionne
Nos équipes effectuent une
Marie Quantier, 27 rue du chemin Vert, 75011 Paris
0033 1 76 35 00 14
Open every day from Monday to Friday 9 am to 7 pm