Eres is an expert of profit sharing, retirement and employee ownership.

2. Eres is a team of 28 specialists in profit sharing,
Employee
ownership
Profit
sharing
Retirement
plans
Deferred
compensation
28
experts
2Document établi par Eres

3. 100%
85%
100%
with 3 business lines,
3Document établi par Eres

4. Launch of the multi-management
consulting activity
Eres Sélection, 1st multi-managers
solution in profit sharing schemes
1st employee ownership fund
Registrar of non listed french ESOP
Eres Retraite 83 (company defined
contribution plan)
Launch of Perp Eres 163x, individual
retirement plan
Launch of 1st Corporate Perp
Eres creates innovating products since 2005
4Document établi par Eres

5. Multi
manager
Added
value
services
Open
architecture
 Independant selection of the best asset
managers
 Single or multi managers funds
 Replacement of an asset manager at any time
Eres, inventor of the multi-management profit sharing
plans (PEE and PERCO)
Document établi par Eres 5
 Consulting and employee communication
 Selection of registrar
 Automated re-allocation in PEE and PERCO
 Consolidated statement (profit sharing and
retirement)
 A unique value proposition on the market

6. 40 clients
as fund manager or registrar
100 assignments
since 2005
1 000 employees
registered in our books
Eres, expert of employee ownership
6Document établi par Eres

7. • Audit
• Actuarial
• Call for tenders
• DC solution :
• Individual plans
• Partnership with
Swiss Life
• 150 corporate clients
• Multi manager fund
• Lifecycle solutions
• Multi manager
mandate
A new approach for pension schemes
7Document établi par Eres

8. Selection of the best asset managers for profit sharing
and retirement schemes
8Document établi par Eres

9. 10 000 corporate
clients
120 000 employee
investors in our plans
3 000 consulting
assignments in profit
sharing or pension
schemes
Eres has a broad customer base from small business to
major companies
9Document établi par Eres

10. Independant distributors :
 Financial independant advisors,
 Insurance brokers,
 Accountants
Customized support :
 Training on profit sharing and
pension schemes
 Technical and commercial
support
 Extranet with a set of
commercial tools
Eres has a powerful network of 1,700 distributors
Document établi par Eres 10
250 new
distributors
each year
1,700 activ
distributors
1,400
advisors
trained
each year

11. Eres assets under management are above €1,5 billion
2009
€300million
2011
€500 million
2016
€1,5billion
2007
1st independant
10th on the market
11Document établi par Eres

12. Five annual studies published on our blog
Employee ownership (listed/non
listed companies)
 Employee shareholding of listed
companies in France and Europe (analysis
since 2005)
 Employee shareholding of non listed
companies in France (1st edition in 2016)
 Employee share ownership strategies and
culture (frequency / type of plans, capital
held by employees, democratization
rate…)
 Trends in employee ownership
Profit sharing
 Since 2011, we analyze all collective profit
sharing mecanisms in French major listed
companies
 Profit-sharing, perfomance-linked bonus,
matching contribution, collective defined
contribution plans
Pensions in Europe
 Analysis of pension systems in the
Member States of the European Union
(1st edition in 2010)
 Public / private pension schemes,
defined benefit plans / defined
contribution plans
Investment funds
 Since 2006, we analyze all investment
funds available in corporate savings
plans on the French market
 Performance/risk, % of investment
periods with capital gain, charges,
benchmarks, investment horizon…
12Document établi par Eres

13. Eres
4, avenue Hoche
75008 Paris
contact@eres-group.com
+33 (0) 1 49 70 99 00
www.eres-group.com
@eres_group
@PartageDuProfit
Document établi par Eres 13

14. Eres, siège social au 4 avenue Hoche, 75008 Paris, Société par Actions Simplifiée au capital de
89 876 euros, 484 868 948 RCS Paris, ORIAS N°0702 3020, courtier en assurances RC Professionnelle et
Garantie Financière conforme aux articles L530-2 du Code des Assurances.
Il est précisé expressément que Eres n’est pas conseil juridique, et que le destinataire fera son affaire de
la relecture de toute documentation par tout conseil juridique de son choix et de l’éventuel dépôt ou
enregistrement auprès des administrations compétentes. Eres est tenue par une obligation de
confidentialité absolue vis-à-vis de tiers sur l’ensemble des informations portées à sa connaissance en
cours de mission et sans limitation de durée.
Eres gestion, filiale à 100% de Eres, est une société de gestion de portefeuille, agrément AMF
n°GP07000005, Société par Actions Simplifiée au capital de 1 000 000 euros, RCS PARIS 493 504 757.
Eres assurances, filiale à 100% de Eres, est une société d’assurances, Société par Actions Simplifiée au
capital de 1 395 000 euros, RCS PARIS 809 096 233.
Document établi par Eres 14
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