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Investment monitoring

Continuous evaluation for sustainable success: Your portfolio, optimally monitored.

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Foundations

Once your portfolio has been implemented according to your individual requirements, it becomes crucial to continuously monitor its development. Only through regular evaluation and adjustments can you ensure that your investment goals are achieved in the long term and your portfolio responds effectively to market changes.

How to proceed

1. Monitoring alignment with risk profile
We systematically monitor both our model portfolios and your own portfolio using modern performance and risk management tools. In addition to traditional return comparisons against benchmarks, we also analyze risk to ensure the portfolio remains within the limits of your defined risk profile.
2. Quality assurance and instrument selection
We continuously review the quality and suitability of the investment instruments used. This ensures that only instruments that meet high standards and fit well into the overall portfolio are used. This helps us ensure that your portfolio not only works in current market conditions but also remains stable and profitable in the long term.
3. Transparency
This precise monitoring allows us to present investment results transparently and clearly. These analyses form the basis for the continuous optimization and evolution of our structured investment process.

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smzh for you

  • Continuous evaluation: We systematically and regularly monitor your portfolio to ensure long-term achievement of your investment goals and responsiveness to market changes.
  • Risk-profile-aligned monitoring: With modern performance and risk tools, we monitor both our model and your personal portfolios to ensure they always remain within the defined risk profile.
  • Instrument quality control: We continuously review the quality and suitability of all investment instruments to maintain high standards and ensure long-term portfolio success.

Latest updates

Mockup Q4

Diversifying Equity Portfolios Beyond AI

The AI boom is driving markets higher, yet the concentration on a few technology giants also bears risks. With seven market heavyweights accounting for one-third of the S&P 500 market capitalization, any setback in these stocks can swiftly shift the entire market. Broad diversification remains more important than ever, and thinking beyond AI has its merits.

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Mockup Q1 #2

Investment Guide – November 2025

Our latest Investment Guide explains why staying invested remains key, but so is reassessing portfolio structure. Diversifying beyond the AI theme may prove wise, not out of skepticism toward AI, but to ensure balance and resilience.

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Rekord-Importzölle der USA – Auswirkungen auf die Schweiz

Swiss Franc Remains Preferred Safe-Haven Currency

The Swiss franc has benefited from renewed concerns about US-China trade relations, political uncertainties, as well as tensions in the US regional banking sector. This again confirms the Swiss franc’s position as a preferred safe-haven currency in both the foreign exchange and capital markets.

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We handle questions about investing such as those shown on the right on a daily basis. We look forward to supporting you with your investment strategy.

Contact us

    Because only with regular evaluation and adjustment can we ensure that your long-term investment goals are met and market developments are addressed effectively.

    We use advanced performance and risk management tools to continuously analyze your portfolio and ensure compliance with your defined risk profile.

    All instruments are continuously reviewed for quality and suitability to meet high standards and align optimally with your portfolio.

    Through precise monitoring and clear reporting of results, we ensure that your investment performance is fully understandable and continuously optimized.