An investment barometer: exploring how Swiss independent wealth managers invest

We recently conducted the survey VSV Investment Pulse 2022. The results are now in, and we would like to give you an opportunity to be among the first to hear about and discuss the latest industry insights and trends. On Wednesday, 11 May, 9am CET, Dr. Andreas Zingg, Head of Switzerland and Liechtenstein, Managing Officer, will be joined by Prof. Dr. Manfred Stüttgen from the Lucerne University of Applied Sciences and Arts and Patrick Dorner, CEO of the Swiss Association of Wealth Managers VSV-ASG. Among other aspects, the event will focus on asset allocation decisions and product preferences in the Swiss independent wealth management industry and the role of ESG investments in client conversations and portfolios.

Insights

Thoughts on topics that matter to you and your clients.

22 Jun 2022 - Portfolio construction

Why there is still plenty of life yet in the 60/40 portfolio

Periodically, pundits declare the death of the 60% stock/40% bond portfolio. Their voices have grown louder lately. But based on history, balanced portfolios are ready to prove the naysayers wrong, again.

20 Jun 2022 - Macro economics

Europe will likely hike rates above neutral to tame inflation

16 Jun 2022 - Market commentary, Portfolio construction

ETF market review: Slowdown in May

14 Jun 2022 - ESG

Explaining ESG equity index fund performance

The Vanguard difference

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