{"id":30532,"date":"2024-12-29T07:48:49","date_gmt":"2024-12-29T06:48:49","guid":{"rendered":"https:\/\/www.investglass.com\/?p=30532"},"modified":"2025-03-31T06:26:08","modified_gmt":"2025-03-31T04:26:08","slug":"quelles-sont-les-theories-de-la-gestion-de-portefeuille-pourquoi-est-elle-toujours-dactualite","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/fr\/what-are-the-theories-of-portfolio-management-why-its-still-hip\/","title":{"rendered":"Quelles sont les th\u00e9ories de la gestion de portefeuille ? Pourquoi est-elle encore \u00e0 la mode ?"},"content":{"rendered":"<p class=\"wp-block-paragraph\">Dans ce guide, nous allons explorer les bases de la th\u00e9orie moderne du portefeuille. Cette th\u00e9orie est un excellent moyen d'analyser l'\u00e9volution de vos investissements et de d\u00e9terminer la marche \u00e0 suivre. Dans le monde r\u00e9el, que vous soyez \u00e0 la recherche d'un nouvel investissement ou que vous \u00e9valuiez vos investissements actuels, il est important pour la plupart des investisseurs de comprendre la Th\u00e9orie Moderne du Portefeuille afin de pouvoir prendre des d\u00e9cisions \u00e9clair\u00e9es sur l'endroit o\u00f9 placer leur argent afin de g\u00e9n\u00e9rer les meilleurs rendements possibles !<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Cette th\u00e9orie est un excellent moyen d'analyser l'\u00e9volution de vos investissements et de d\u00e9terminer ce que vous devez faire par la suite.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Nous expliquons ci-dessous les 3 r\u00e8gles de la th\u00e9orie moderne du portefeuille afin que les investisseurs maximisent les rendements et r\u00e9duisent les risques de leur portefeuille. <a href=\"https:\/\/www.investglass.com\/fr\/gerer-des-portefeuilles\/\" target=\"_blank\" rel=\"noreferrer noopener\">l'ensemble du portefeuille.<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-1-pick-the-right-asset-classes-mix\">1) Choisir la bonne combinaison de classes d'actifs<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Les investisseurs doivent rechercher certaines cat\u00e9gories d'actifs susceptibles de g\u00e9n\u00e9rer un alpha positif. Pour ce faire, il convient de s\u00e9lectionner des actifs situ\u00e9s sur la fronti\u00e8re efficiente de la th\u00e9orie moderne du portefeuille, avec des corr\u00e9lations d'actifs permettant de diversifier le portefeuille autant que possible. L'allocation d'actifs doit \u00eatre \u00e9quilibr\u00e9e et inclure des cat\u00e9gories d'actions, d'obligations, d'indices de plusieurs pays et de devises. L'accent ne doit pas \u00eatre mis sur des actifs \u00e0 pond\u00e9ration \u00e9gale, mais sur diff\u00e9rentes cat\u00e9gories d'actifs qui peuvent suivre avec pr\u00e9cision l'ensemble du spectre des march\u00e9s financiers, afin de parvenir \u00e0 une diversification ad\u00e9quate. Un portefeuille bien diversifi\u00e9 est toujours prot\u00e9g\u00e9, jusqu'\u00e0 un certain point, contre le risque syst\u00e9matique g\u00e9n\u00e9r\u00e9 par les march\u00e9s. Les investisseurs qui ont une aversion pour le risque ne sont pas les seuls \u00e0 devoir chercher \u00e0 minimiser le risque de leur portefeuille.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-2-seek-low-cost-opportunities-for-your-investment-portfolio\">2) Rechercher des opportunit\u00e9s \u00e0 faible co\u00fbt pour votre portefeuille d'investissement<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">L'hypoth\u00e8se de l'efficience des march\u00e9s et la th\u00e9orie moderne du portefeuille, d\u00e9velopp\u00e9es par l'\u00e9conomiste Harry Markowitz, stipulent qu'il convient de mettre l'accent sur la s\u00e9lection d'actifs \u00e0 faible co\u00fbt. Les investisseurs devraient choisir des strat\u00e9gies d'investissement impliquant des actions de petite capitalisation et des fonds communs de placement qui co\u00fbtent g\u00e9n\u00e9ralement moins cher que l'achat d'actions et d'obligations de grande capitalisation. Cette strat\u00e9gie peut \u00e9galement contribuer \u00e0 r\u00e9duire le risque de baisse, car en s\u00e9lectionnant une classe d'actifs moins ch\u00e8re, le co\u00fbt total des frais et de la maintenance de votre propre portefeuille est par cons\u00e9quent moins \u00e9lev\u00e9.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-3-rebalance-your-portfolio-to-avoid-a-potential-systematic-risk\">3) R\u00e9\u00e9quilibrer votre portefeuille pour \u00e9viter un risque syst\u00e9matique potentiel<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Pour obtenir un portefeuille optimal avec des rendements attendus \u00e9lev\u00e9s et un risque idiosyncrasique faible sur une longue p\u00e9riode, vous devez chercher \u00e0 r\u00e9\u00e9quilibrer p\u00e9riodiquement votre portefeuille et toujours essayer de trouver des opportunit\u00e9s prometteuses sur le march\u00e9 boursier. Un portefeuille efficace n'est pas seulement celui qui pr\u00e9sente une grande diversification et de faibles risques syst\u00e9matiques, mais aussi celui qui se r\u00e9\u00e9quilibre en cons\u00e9quence afin de s'adapter aux nouvelles conditions du march\u00e9 et \u00e0 l'avenir du monde de l'investissement.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.investglass.com\/fr\/\" target=\"_blank\" rel=\"noreferrer noopener\">InvestGlass<\/a> Les outils num\u00e9riques sont con\u00e7us pour vous aider \u00e0 g\u00e9rer votre portefeuille d'investissement \u00e0 l'\u00e8re de la th\u00e9orie post-moderne du portefeuille. Nous offrons aux professionnels de la finance et aux investisseurs individuels la possibilit\u00e9 d'adopter une approche plus personnalis\u00e9e de leurs investissements tout en leur donnant acc\u00e8s \u00e0 certains des meilleurs outils de gestion et de suivi de portefeuille du march\u00e9. Avez-vous d\u00e9j\u00e0 essay\u00e9 nos produits ? <a href=\"https:\/\/www.investglass.com\/fr\/commencer-gratuitement\/\" target=\"_blank\" rel=\"noreferrer noopener\">Contactez nous <\/a>Maintenant !<\/p>","protected":false},"excerpt":{"rendered":"<p>In this guide, we will explore the basics of Modern Portfolio Theory. This theory is a great way to analyze how your investments are doing and what you should do next. In the real world, whether you&#8217;re looking for a new investment or evaluating your current ones, it&#8217;s important for most investors to understand Modern [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":30535,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[61],"class_list":["post-30532","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-portfolio-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>What are the theories of Portfolio Management? 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This theory is a great way to analyze how your investments are doing and what you\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.investglass.com\/fr\/quelles-sont-les-theories-de-la-gestion-de-portefeuille-pourquoi-est-elle-toujours-dactualite\/\" \/>\n<meta property=\"og:site_name\" content=\"InvestGlass\" \/>\n<meta property=\"article:published_time\" content=\"2024-12-29T06:48:49+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-03-31T04:26:08+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/07\/an5g45qarta.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"800\" \/>\n\t<meta property=\"og:image:height\" content=\"1200\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"InvestGlass\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@investglass\" \/>\n<meta name=\"twitter:site\" content=\"@investglass\" \/>\n<meta name=\"twitter:label1\" content=\"\u00c9crit par\" \/>\n\t<meta name=\"twitter:data1\" content=\"InvestGlass\" \/>\n\t<meta name=\"twitter:label2\" content=\"Dur\u00e9e de lecture estim\u00e9e\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Quelles sont les th\u00e9ories de la gestion de portefeuille ? 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