House view – our publications

PostFinance is all about investment expertise

We have successfully been providing tailored investment solutions that suit personal asset growth building plans for 20 years now. The review of economic developments in the financial markets and the global economy and the decisions for our investors based on this review are implemented by our investment committee. The investment committee meets once a month to decide what the “PostFinance house view” is. The house view forms the basis of our positioning, which we present in detail in regular publications.

Here’s how we form our house view

Your long-term investment strategy serves as a guide for any investment decisions you make. It determines your focus and establishes guidelines for your investments. A well-founded investment strategy can prevent you responding overly optimistically, or in a panic, to short-term market activity.

In the video you can find out how we form our house view and, in line with your investment strategy, how it influences the e-asset management and investment consulting plus products.

Every year Bilanz honours the best asset managers in Switzerland

We offer four individual investment solutions to support you in targeted asset growth. Whether you handle your investments yourself, would like comprehensive advice or wish to delegate your asset management to us – we have the right solution.

We established a completely new investment process for our e-asset management investment solution at PostFinance and with our “balanced” strategy we made it straight into the Top 5 (of 21).

This recognition gives us the confidence and conviction that our investment solutions provide an attractive, contemporary and competitive service for our customers.

Investment compass

The investment compass provides PostFinance’s house view of the financial markets in concise form. It draws upon our investment and research expertise and aims to provide you with the best, most up-to-date investment appraisals. 

Investment compass compact

The key information from the last four issues of PostFinance investment compass is summarized in an attractive, refreshing and easy-to-understand way. Readers can use this concise issue to get information on financial and economic topics in brief and find out about our investment services.

Investment navigator 2021: The world after coronavirus

What can investors expect for 2021? Our aspiration with the annual PF investment navigator is to provide a review of the highlights of the past year, to take a look at today's view of the market and to venture a look into the future. We analyse opportunities and risks and highlight prospects for Swiss investors. If you would like to receive the investment navigator automatically each year, subscribe to the investment compass.

Topics in the current edition:

  • Interview with Daniel Mewes, Chief Investment Officer PostFinance Ltd: The democratization of asset management has just begun
  • Review of 2020 – Easy come, easy go
  • Performances from our Portfolios in 2020
  • Outlook for 2021: The recovery will take time
  • The world after coronavirus: Opportunities and risks

Investment compass newsletter

Our comprehensive house view. Stay up to date every month with our positioning, market and economic assessments. You will automatically receive the annual investment navigator issue with your subscription.

Investment compass compact newsletter

Our concise house view. Receive updates every quarter about top themes, along with our assessments.