True Wealth sets new standards: the first individual multi-asset benchmark for private investors

Media release

Zurich, March 2, 2026

How successful is my investment strategy really? Investors who base their decisions solely on pure stock indices such as the MSCI World often get a distorted picture. Today, True Wealth is launching the first multi-asset benchmark that offers private investors a consistent, individual and realistic basis for comparison.

Investing is about achieving a good return with an appropriate level of risk. What is «good» and «appropriate» is usually compared using benchmarks. However, while most investors hold a diversified portfolio across different asset classes, they often use inappropriate, pure equity indices for performance comparison.

Relevance through individualization

At True Wealth, a personal touch is standard: around 45 percent of clients take advantage of the option to individually adjust their target asset allocation within the risk limits. «Since almost half of True Wealth's customers customize their strategy, conventional, static benchmarks simply fall short for the majority of our users,» explains Felix Niederer, CEO of True Wealth. «It's better not to compare a personalized fruit basket with a bag of apples. Those who only look at stock indices also ignore the volatility and risk involved in achieving the result.»

Dynamic measurement instead of static indices

True Wealth's new multi-asset benchmark takes into account not only the current composition of the portfolio, but also its historical performance. If the investment strategy has been adjusted over time –for example, by reweighting the equity or bond allocation – the benchmark accurately reflects this individual history.

In professional portfolio management, it is also essential to keep the weighting of asset classes in balance at all times. While conventional indices do not take these reallocations or the associated transaction costs into account, the multi-asset benchmark calculates these factors as standard. This creates a benchmark that is closer to reality than anything previously available to private investors.

What's new about the multi-asset benchmark:

• Precise comparability: The benchmark is based on the actual historical composition of the investment strategy across all asset classes.
• Strategy continuity: Adjustments to the investment mix – such as a change in the target equity allocation – are taken into account seamlessly over time.
• Realistic calculation: A realistic estimate of transaction costs is integrated directly into the performance calculation.

«True transparency means giving clients access to information that is truly relevant to their decisions,» Niederer continues. «With the multi-asset benchmark, our clients have a tool that is as individual as their investment strategy itself.»

About True Wealth

True Wealth was founded in 2013 by Oliver Herren and Felix Niederer. The online platform automates all modern asset management processes and offers Swiss clients a cost-effective solution starting at CHF 8'500 francs (pillar 3a and child portfolio starting at 1'000 francs). The company manages over CHF 2.5 billion francs for more than 40'000 clients.

Press and interview inquiries: press@truewealth.ch | truewealth.ch/press