Retirement Savings
We redefine asset management by delivering a distinctive experience built on proximity, transparency, and long-term performance.
Major Trends
More than ever, retirement planning has become essential. In France, concerns are rising over the future level of retirement income. Amid growing uncertainty surrounding the long-term viability of mandatory pension schemes and the widening gap between contributors and retirees, the risk of a significant decline in purchasing power is becoming increasingly evident. In this context, building a funded pension supplement is no longer optional—it’s a necessity. To address this need, IVO Capital is developing a high-performance, responsible retirement savings solution, grounded in solid expertise and a proven investment approach. Our corporate mutual fund (FCPE) is a multi-company vehicle designed to integrate seamlessly into employee savings plans and insurance-based retirement schemes such as the Plan d’Épargne Retraite (PER).
Our Investment Universe
At the core of this offering, IVO Capital Partners leverages its long-standing expertise in international credit markets. This includes, on one hand, investments in the emerging corporate bond segment, a structural megatrend within the fixed income universe. This market, which has experienced strong growth for over two decades, is marked by a broad diversity of issuers, offering high granularity and, therefore, numerous opportunities for active and selective management. On the other hand, IVO Capital is also active in the European high-yield bond market, which, when approached through active management, provides compelling opportunities for investors seeking enhanced returns.
Through this dual expertise, IVO Capital Partners offers retirees a disciplined, transparent, and performance-driven approach to long-term retirement planning.
Our Employee Savings and Retirement Solutions
IVO Capital offers several solutions via its FCPEs or via insurance-based PERs for its entire range of funds