Explore how you can set up the e-asset management investment solution online and get an overview of the most important functions:

Based on your personal investor profile, your investment term and your chosen investment focus, we propose an individual investment strategy for you. This sets out and defines the ratio of different asset classes (liquidity, bonds, equities, alternative investments) and the ranges (bandwidths) within which they can move. You choose an individual investment focus to reflect your personal preferences in your portfolio.

Our house view is incorporated into your e-asset management based on current market developments and your investment strategy. You can rely on our investment experts to monitor and implement your investment strategy. From analysing the market environment to investing in our investment universe: our structured investment process ensures that your portfolio is always invested optimally and in accordance with your individual investment strategy.

One-time transfer or standing transfer order

With e-asset management you can choose between a one-time transfer or a standing transfer order – a type of savings plan. Would you like to regularly increase the amount you invest? A standing transfer order enables you to invest your chosen amount automatically and to benefit from the cost averaging effect. Here’s how to set up the transfer: select the “Increase investment amount” function from the “Standing transfer order” order type. You can then adjust your savings plan at any time in e-finance under your standing transfer orders.

Consulting and service

In e-asset management, we monitor your portfolio on a daily basis in line with the agreed investment strategy. In this way, we ensure that your portfolio is adapted to the relevant market environment as effectively as possible.

Upon request, you can benefit from the advice of our expert investment consultants. In your e-finance, you also have the option to view your portfolio and performance at any time and, if necessary, adapt your investment strategy or change the chosen investment focus.

Our house view

PostFinance’s investment committee analyses current market developments in detail to determine positioning. Adjustments based on market developments are implemented as part of your investment strategy. We ensure that any decision we make is in our customers’ interests, and we convey our positioning transparently in our monthly publication investment compass.

Investment is a personal matter. Set your own personal priorities and choose your individual investment focus: Switzerland, Global or Sustainability.

Further information on the investment process

In the video, find out how our house view is formed and incorporated into e-asset management in line with your investment strategy.

By carefully selecting and systematically checking each investment instrument, we provide you with an attractive investment universe. When selecting these instruments, we only consider actively and passively managed funds with no sales remuneration, as well as exchange traded funds (ETFs).

Other price items and information on fees