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Step 2: What Is My Investment Profile?
In order to find the best investment products for you, our advisors will first talk to you about your personal risk profile, which is used to select one of five different investment profiles.
Investment Horizon
When it comes to deciding how long to invest, it pays to be patient: The longer your investment horizon, the smaller the impact of price fluctuations generally is.
Risk Profile
Risk capacity describes your financial robustness for absorbing fluctuations in the value of your assets. Risk tolerance, in contrast, refers to your personal willingness to accept value fluctuations. Your personal risk profile is the combination of your risk capacity and your risk tolerance.
What is my investment profile?
Credit Suisse has identified five different investment profiles based on the factors investment horizon, risk capacity and risk tolerance. The suitable investment products are then grouped under the individual profiles. Some products are recommended for several investment profiles. After all, it is the specific product mix that makes up the overall profile.
Diversify Wisely within the Investment Profile
Diversification means reducing risks. Within your investment profile, you should make sure that you do not put all your eggs in one basket. A sound investment strategy is based on hedging by spreading your assets wisely across various asset classes, sectors, countries or currencies.
With the right investment profile and skilled risk diversification, your portfolio will be on track. And regularly monitoring your portfolio means you can react to changes in good time.
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Step 3: What Type of Investment Options Match My Objectives?
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