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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.

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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.

    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.