What investment vehicles in a PEE?

Savings deposited into a Business Savings Plan (BSP) are not left in a dormant account. It is invested in various financial vehicles called FCPE (Corporate Investment Mutual Funds). These funds are selected by the company and managed by approved management companies.

Among the available materials:

📊 Diversified funds (stocks, bonds, monetary).

🌍 SRI (Socially Responsible Investment) Funds.

🏠 Funds invested in the company itself (to encourage employee share ownership).

Each employee can choose their allocation according to their risk profile: prudent, balanced or dynamic.

👉 Concrete example: Marie, a young employee, chooses a dynamic fund oriented towards European actions. Jacques, close to retirement, opts for a more secure monetary fund.