Session 1
Share plans for international employees
In order to prepare for the live session Share plans for international employees, please download the background information of forms of employee shareholding and the 4 case studies below to be reviewed in advance.
- Goal: Match objectives and forms of employee shareholding
- Working time: about 30 to 60 minutes maximum
Instructions
Open the PDF documents below:
- FORMS OF EMPLOYEE SHAREHOLDING background information
- CASE STUDY EIFFAGE
- CASE STUDY GL EVENTS
- CASE STUDY AUCHAN
- CASE STUDY SUEZ ENVRIONNEMENT
Review the two objectives of the market participants set out in the case studies, and match each objective with one of the forms of employee shareholding from the background information.
Session 2
Role of the FCPE Supervisory Board
In order to prepare for the live session Role of the FCPE Supervisory Board, you will find examples of Supervisory Board agendas and minutes below to be reviewed in advance.
- Goal: Identify the composition and missions of the FCPE Supervisory Board
- Working time: about 30 to 60 minutes maximum
Instructions
Open the PDF documents below:
- MINUTES A-C examples of FCPE Supervisory Board meetings
- SUMMARY WORKSHEET to be completed
Review the FCPE Supervisory Board Meeting agendas and minutes and note your findings for each section of the SUMMARY WORKSHEET.
Save your work in electronic format via Adobe Acrobat Reader DC using the text tool, or note your answers as preferred.
Have your answers ready for the live session to discuss with the group.
Session 3
Financial market operations
To prepare for the live session on financial markets operations, please download the case studies an worksheets by market below.
- Goal: Match the needs and operations to actors in the financial markets
- Working time: about 30 to 60 minutes maximum
Instructions
Open the PDF documents below:
- EQUITY MARKET ACTORS and the EQUITY MARKET WORKSHEET
- BOND MARKET ACTORS and the BOND MARKET WORKSHEET
- MONEY MARKET ACTORS and the MONEY MARKET WORKSHEET
For each market, review the ACTORS and use the information to match each ACTOR to one of the empty boxes of the corresponding MARKET WORKSHEET.
Save your work in electronic format via Adobe Acrobat Reader DC using the text tool, or note your answers as preferred.
Have your answers ready for the live session to discuss with the group.
Session 4
Keys to investment funds
In order to prepare for the live session on investment funds, you will find two simulators to be carried out in advance.
- Goal: Determine to your risk profile and investment horizon
- Working time: about 30 to 60 minutes maximum
Instructions
- Open the Simulator 1 “Investor profile” link and answer the questions to determine your appetite for risk.
- Open the Simulator 2 link “Asset allocation” and with your risk profile; simulate different savings amounts and investment horizons depending on different savings objectives.
Note your risk profile, investment horizon and asset allocation for presentation during the live session.
Copy and paste the simulator links in your browser. To display in English, right-click or use your browser Translate function or consult the menu bar.
Simulator 1 “Investor Profile”
Simulator 2 “Asset allocation”
Consignes
- Ouvrir le lien du simulateur « Quel type d’épargnant êtes-vous ? », sélectionner l’onglet « Questionnaire » et répondre aux questions
- Ouvrir le lien du simulateur « Quelle est l’allocation d'actifs cible en fonction de votre profil d’épargnant ? », reporter le profil de risque précédemment obtenu et faire varier la durée de placement
- Conserver la répartition d’épargne (ou allocation optimale) correspondant à votre durée de placement en vue de sa restitution lors de la session plénière consacrée aux clés des fonds de placement