November 05, 2018
5 November 2018
AEP, a commercial brand of BNP Paribas Cardif and a major player in life insurance investment
solutions for high net worth individuals, has introduced a new offer eligible for inclusion in
capitalization contracts for legal entities subject to corporate tax. Cap Green enables clients to
benefit from the performance of equity markets while protecting their capital.
A new offer to protect invested capital
Cap Green offers asset allocation that complete protects funds invested thanks to a combination of euro fund investments and a structured product. Proposed within the scope of capitalization contracts for legal entities subject to corporate tax, Cap Green has several distinctive features:
Split asset allocation, with 60% in the euro fund and 40% in a structured product,
Capital protection over a medium-term horizon (between 4 and 5 years),
A socially responsible investment (SRI) via an energy transition index.
Socially responsible investment for meaningful savings
The share allocated to the structured product within the Cap Green offer is linked to the Euronext Eurozone Energy Transition Leaders 50EW Decrement 5% index, which has been selected by Vigeo Eiris, a European leader in ESG research. Vigeo Eiris assigns each company an Energy Transition score, which is applied to select the 50 companies with the best scores among the 75 largest market capitalizations in the euro zone.
This new offer centered on the energy transition is aligned with BNP Paribas Cardif’s responsible investing strategy. The insurer manages the funds entrusted to it by policyholders with a long-term perspective, combining financial performance with a positive impact on society. BNP Paribas Cardif has long held a firm belief that the progressively taking into account Environmental, Social and Governance (ESG) criteria contributes to maintaining better living conditions for its clients today, and for their beneficiaries in the
“Cap Green makes it possible to benefit from both the long-term performance of equity markets and the security of euro fund investments. What’s more, this offer gives relevant meaning to savings by actively supporting the energy transition,” says Bruno Valersteinas, Director of banking and corporate partnerships, BNP Paribas Cardif France.