RockFi white papers

Our in-depth analysis of key wealth management topics. Download our publications for free, designed by and for discerning investors.

December 2025
26 pages
Private Equity: The missing link in high-performing portfolios
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December 2025
40 pages
Exchange Traded Fund (ETF): One of the essential building blocks for constructing efficient portfolios.
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Cover of the RockFi guide “Private Equity: 3 investor profiles, 3 concrete strategies”
Advisor
Case study
27 October 2026
Private Equity: 3 investor profiles, 3 concrete strategies
M&A professional, business seller, passive investor: three situations, three ways to build a Private Equity allocation, with the right wrappers and levers. Available in French.
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Cover of the RockFi guide “The different strategies in Private Equity”
Advisor
Practical guide
20 October 2026
The different strategies in Private Equity
Venture, growth, buyout, evergreen, funds of funds: understanding private equity strategies and how to access them, to define an allocation consistent with your wealth. Available in French.
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Cover of the RockFi guide “Retiree: diversifying wealth and income with ETFs”
Advisor
Case study
13 October 2026
Retiree: diversifying wealth and income with ETFs
Diversifying wealth that is too concentrated in European equities: a portfolio made entirely of ETFs, open to international markets, transparent and low-cost. Available in French.
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Cover of the RockFi guide “Business owner: optimising company cash with an ETF strategy”
Advisor
Case study
6 October 2026
Business owner: optimising company cash with an ETF strategy
Beating a term deposit without giving up security or liquidity: a portfolio made up solely of bond and money market ETFs, designed for an SME’s cash. Available in French.
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Cover of the RockFi guide “Entrepreneur: securing and diversifying wealth after a business sale with ETFs”
Advisor
Case study
29 September 2026
Entrepreneur: securing and diversifying wealth after a business sale with ETFs
After a sale, priorities change: protecting capital from inflation and preparing its transmission, while keeping liquidity. Our analysis and the portfolio we would build. Available in French.
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Cover of the RockFi guide “Senior executive: preparing for retirement with a tailored ETF portfolio”
Advisor
Case study
22 September 2026
Senior executive: preparing for retirement with a tailored ETF portfolio
A real-world case: preparing for retirement over more than twenty years, with a balanced allocation combining ETFs, active funds and private markets. Detailed analysis and portfolio, built with BlackRock. Available in French.
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Cover of the RockFi guide “How to choose ETFs: the selection criteria”
Advisor
Practical guide
15 September 2026
How to choose ETFs: the selection criteria
Not all ETFs tracking the same index are equal. Replication, issuer, liquidity, size: the criteria that make the difference, and a look at the latest market innovations. Available in French.
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Cover of the RockFi guide “Understanding and building a tailored portfolio with ETFs”
Advisor
Practical guide
8 September 2026
Understanding and building a tailored portfolio with ETFs
Why ETFs have taken hold, and how to combine them: strategic allocation, tactical adjustments and the key questions for building a portfolio tailored to you. Available in French.
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