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The Art of a Perfect Blend

Credit Suisse Invest, a human-led technology enabled advisory mandate, provides a structured portfolio based approach to investing. You will be able to leverage the views of the Credit Suisse Chief Investment Office and receive contextualized investment advice tailored to your risk profile. In addition, Credit Suisse Invest will monitor and provide you with a monthly update on the quality of your portfolio through our proprietary Credit Suisse portfolio quality score.

Combining Technology with Human Touch

With Credit Suisse Invest, we place the all-round expertise of our globally networked investment professionals at your fingertips. Linked directly to our award-winning Credit Suisse PB APAC app, Credit Suisse Invest clients can also gain exclusive access to features such as personalized investment ideas and portfolio analytics via this platform.

Overview of Credit Suisse Invest

Create the perfect blend to achieve your financial goals. This video is also available in Mandarin (简体中文 or 繁體中文) and Cantonese (繁體中文).

With Credit Suisse Invest, you can:

Professional	Enjoy direct access to the views of the Credit Suisse Chief Investment Office Obtain professional advice from experts
Tailored	Personalize your investment strategy in line with your risk profile Benefit from regular monitoring through monthly portfolio quality reports Customize the type of investment ideas you would like to receive
Actionable	Receive regular up-to-date information and investment ideas to act on Implement changes in your portfolio in a timely manner
Transparent	Expect alignment of interests through a transparent fee structure Gain access to lower cost, retrocession free share classes where available

Disclaimer: This document was produced by and the opinions expressed herein are those of CREDIT SUISSE AG as of the date of writing and are subject to change. It has been prepared solely for information purposes and for the use of the recipient. It does not constitute a request nor an offer or recommendation by or on behalf of CREDIT SUISSE AG to any person to buy or sell any particular investment product or to participate in any other transactions. The only legally binding terms are to be found in the applicable product documentation or specific contracts and confirmations prepared by CREDIT SUISSE AG. No offer of any interest in any product will be made in any jurisdiction in which the offer, solicitation or sale is not permitted, or to whom it is unlawful to make such offer, solicitation or sale. Not all products and services are available to citizens or residents of all countries. Any reference to past performance is not necessarily a guide to the future. CREDIT SUISSE AG does not make any representation as to the accuracy, reliability or completeness of the information and analysis contained in this document and does not accept liability for any direct, indirect, incidental, specific or consequential loss or damage arising from the use of or reliance on such information or analysis. The information contained in this document is for general purposes and is not intended (and should not be construed) as legal, accounting, tax nor financial advice or opinion provided by CREDIT SUISSE AG. The product /service/transaction which is the subject of this document may not be applicable or suitable for a client’s specific circumstances or needs.

A CREDIT SUISSE GROUP company may have acted upon the information and analysis contained in this document before being made available to clients of CREDIT SUISSE AG. A CREDIT SUISSE GROUP company may, to the extent permitted by law, participate or invest in other financing transactions with the issuer of the securities referred to herein, perform services or solicit business from such issuers, and/or have a position or effect transactions in the securities or options thereof. Neither this document nor any copy may be sent to or taken into the United States (U.S.) or distributed in the U.S. or to any U.S. person (as defined in Regulation S under the U.S. Securities Act of 1933, as amended). Neither this document nor any copy may be sent to, taken into or distributed in any jurisdiction except in compliance with the applicable laws.

The entire contents of this document are protected by copyright law (all rights reserved). This document or any part thereof may not be reproduced, transmitted (electronically or otherwise), altered or used for public or commercial purposes, without the prior written permission of Credit Suisse AG. © 2017, Credit Suisse Group AG and/or its affiliates. All rights reserved.

For information in other languages

Please note that certain products and services described on this site may not be available in your jurisdiction. The laws and licensing requirements of each country, state, or territory may differ and not all products and services are available in all locations. Our ability to provide certain products and services depends on such laws and the licenses we possess, as well as our determination of a number of other factors, including our clients’ qualifications or other eligibility criteria. Should you have any questions regarding a specific product or service offering, please reach out to your Credit Suisse representative.

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