19.02.2018

Put it simply, please! Investor profile

Sokol Maliqi, Head of Customer Area at the PostFinance branch in Winterthur, explains in 45 seconds what an investor profile is.

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So far, so good – thanks, Sokol! If you would like to go through exactly what an investor profile is and what it’s needed for step by step, here’s a more detailed answer in written form:

Before investing your money, it’s important to consider how much risk you can and want to assume – based on this decision, your advisor can then recommend an investment strategy that suits your requirements and means. Issues to consider include how much of your assets you wish to invest or how much money you still have in reserve as savings in addition to the planned investment. You also have to consider how you would cope with a loss, as this helps to determine your risk appetite.

More about the investor profile and ten questions that will help to determine your profile can be found on the «Investor profile: Determine your risk appetite and risk capacity» page.

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