Our Commitments and Objectives
At Cholet Dupont Asset Management and across the Cholet Dupont Oudart group, our objectives are defined by the responsibilities we hold toward our clients, our regulators, and the broader financial community. We are not guided by short-term performance metrics alone; our goals encompass the quality of our fiduciary conduct, the robustness of our compliance culture, the protection of client data, and the long-term preservation of the trust that clients place in us. These commitments are embedded in how we operate every day, from investment decisions to client communications and regulatory reporting.
Client-Centred Investment Principles
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Rigorous Suitability Assessment
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Long-Term Capital Preservation
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Transparent Communication
Regulatory and Ethical Standards
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Full Regulatory Compliance
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Personal Data Protection
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Intellectual Property and Content Integrity
Accessibility and Continuous Improvement
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Ongoing Platform Development
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Responsible Use of Technology