The Robo-Advisory solution is based on four asset classes: cash, fixed income, stocks and commodities.
Our equity offering includes the following markets:
Switzerland: about 50 (SMI / SPI)
Germany: about 130 (DAX / MDAX / SDAX)
Europe: about 220 (STOXX Europe 600, Portugal not included)
USA: about 500 (S&P 500)
Note: Some stocks may be excluded due to special foreign trading restrictions (e.g. those listed in Hong Kong, Poland, Romania, Brazil and Norway).The list of stocks taken into account is therefore subject to change.
Our ETF offering includes several hundred ETFs listed on the Swiss, European and American markets (excluding fixed-interest and short ETFs):
An exchange-traded fund (ETF) is an investment fund traded on a stock exchange, much like a stock. Most ETFs track an index such as the SMI and may be attractive as investments because of their low costs and stock-like features. ETFs are an easy way to invest in a particular country, region, sector or asset class.