Systematic Investment Strategies
Risk Profile: Growth (65% Equity) Asset Allocation: Equity, Global Provider: Finpact
Update
Finpact is represented on the Zwei Wealth platform with a balanced portfolio and a growth portfolio. Its all-weather portfolios follow a scientific approach, systematically adjusting equity exposure without emotional bias. Year-to-date, the balanced portfolio has delivered a strong return of +6.7 %. By the end of August, the growth portfolio had achieved an even higher return of +10.8 %. Both portfolios are implemented using low-cost ETFs.
Portfolio Composition
The portfolio is structured as a broadly diversified multi-asset portfolio. The strategy combines an inflation buffer designed to offset the loss of purchasing power with a risk indicator that aims to mitigate prolonged periods of negative equity market returns.
Company Description
Finpact is a modern Swiss wealth manager with roots at the University of St. Gallen. The company combines research with practical expertise, offering scientifically grounded investment methods of a high standard through simple, easy-to-understand solutions.
USP
- Personalised Investment Plan in Just 4 Minutes
Finpact enables advisers to present clients with a well-founded, tailored investment solution in a very short time. - Radically Simple
Seamless onboarding, easy accessibility, clear processes and straightforward collaboration for advisers. - Scientific and Easy-to-Understand Strategies
Finpact offers the flexibility to select the most suitable investment strategy for each client type. Its strategies are clearly structured and easy to explain. - Switch Strategies at the Click of a Button
Finpact enables advisers to respond flexibly to market developments or changing client needs, without administrative effort or unnecessary friction. - Attractive Fees Starting from CHF 200,000
An optimised cost structure makes institutional investment solutions accessible to a broader range of clients. - Everything from Switzerland
Finpact is a spin-off from the University of St. Gallen, operates from Zurich and is supervised by FINMA. - Personal Investment Advice on Site
Finpact offers personal investment advice in Zurich as well as directly at clients' premises.