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Investment process
Determination of risk tolerance, selection of investment instruments, and currency hedging
Introduction
I have opened an account. What is the next step?How does True Wealth determine my risk tolerance?How does True Wealth select the investment instruments?Can I invest in individual stocks with True Wealth?How frequently does rebalancing take place?When and how often is trading carried out?Does True Wealth also offer portfolios in currencies other than the Swiss franc?Can I use ETFs other than the ones suggested?Can the investment universe (Global or Sustainable) be changed retrospectively? Is securities lending excluded?Why does my portfolio return differ from the multi-asset benchmark?Can’t find what you’re looking for?
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