Championship FAQ
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FAQ about the Les Experts du Patrimoine Championship
What is the Les Experts du Patrimoine Championship?
The Les Experts du Patrimoine Championship is a national portfolio management competition for wealth management and investment professionals. Participants build a virtual portfolio and are ranked according to their performance throughout the competition.
Who can take part in the championship?
The championship is reserved for adult wealth professionals meeting the conditions in the rules, including wealth management advisers (CGP), financial investment advisers (CIF), brokers, insurance agents and asset management professionals. Participation is free, with no purchase required.
How does the championship work?
Each participant starts with a virtual portfolio of 1 million euros and carries out transactions under the championship rules. Performance is calculated automatically from market movements to establish comparable rankings among participants.
Which assets can be bought in the championship?
The championship offers two separate categories. Funds mode allows investment in a selection of investment funds, while Shares & Crypto mode allows a portfolio of French and international shares and cryptocurrencies, according to the available assets and the rules for that category.
How is performance calculated?
Performance is calculated automatically from changes in the valuations of the assets held in each portfolio. Participants within each category are subject to the same calculation rules to ensure comparable results.
Does the championship reproduce financial market conditions?
The championship seeks to reproduce financial market mechanisms through virtual transactions carried out at the times and prices applicable to the available assets. Orders cannot be backdated. This simulation nevertheless differs from real management, particularly regarding fees, taxation and liquidity.
Why take part in the Les Experts du Patrimoine Championship?
The championship allows participants to compare their performance with other professionals, test their investment convictions and showcase their expertise to clients and partners. It also offers an opportunity to follow other participants' asset allocation strategies.
How can I view the participant rankings?
Rankings are available on the public page of the Les Experts du Patrimoine Championship. They allow visitors to follow participants' performance across categories, subject to any confidentiality periods specified in the rules.
How long does the championship last?
The 2026 edition of the Les Experts du Patrimoine Championship runs from 2 February 2026 to 13 January 2027. Participants may adjust their portfolios during the competition under the applicable rules to seek the best possible performance.
Why follow the Les Experts du Patrimoine Championship?
The championship provides a window into investment strategies implemented by wealth management professionals. It allows visitors to discover asset allocation choices, follow portfolio performance and observe investment trends throughout the competition.