We surveyed Swiss wealth managers to get their thoughts on generating alpha, strategic asset allocation, fund selection and more.
Download the report below to hear what they had to say.
What you’ll discover
Asset allocation
We explore how Swiss wealth managers approach both equity and bond asset allocations. Do they deviate from a global market cap? And what about tactical shifts?
Active vs passive
How do wealth managers choose between active and passive? And how does that vary across markets?
Expertise
Where do Swiss wealth managers have the most expertise, in areas from equities to ESG?
How Swiss wealth managers are generating alpha in 2026
We asked Swiss wealth managers to identify the top-three strategies they rely on to generate alpha in their portfolios. Here’s what they had to say.
For many more insights like this download the full report below.
Download the full VSV-ASG Investment Pulse 2026 report
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Investment risk information
The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.
For further information on the model portfolio(s) risks please see the Understanding the Risks: Vanguard LifeStrategy model portfolio solutions document and Understanding the Risks: Vanguard BlendedLife model portfolio solutions document as well as the “Risk Factors”section of the prospectus of the underlying funds on our website. For third-party funds, please visit the respective provider’s website.
Important information
This is directed at professional investors and should not be distributed to, or relied upon by retail investors. For further information on the investment policies and risks of the underlying fund, please refer to the prospectus and KIID of the underlying funds. For Vanguard funds, the KIID for each fund is available, alongside the prospectus via Vanguard’s website. For third-party funds, please visit the respective provider’s website.
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For investors in UK domiciled funds, a summary of investor rights is available in English.
For investors in Ireland domiciled funds, a summary of investor rights is available in English, German, French, Spanish, Dutch and Italian.