Investment Solutions Credit Suisse Invest Mandate – Your Investment Strategy Optimally Implemented
Credit Suisse Invest Mandate – Your Investment Strategy Optimally Implemented
With Credit Suisse Invest Mandate, you choose the long-term investment strategy. Our investment experts handle the analysis of financial markets, as well as professional implementation and monitoring for you. You thus receive broad investment knowledge and full-service professional asset management.
Professional Asset Management
Would you like to entrust the management of your assets to experts instead of constantly analyzing financial markets and making investment decisions yourself? Then Credit Suisse Invest Mandate is the ideal investment solution for you.
Your Portfolio Is Constantly Managed and Monitored
With our assistance, you define your individual investment strategy to fit your investment objectives.
Our experienced investment experts will then take over the professional active management of your assets. In this way, you are drawing on the firm's investment expertise and the global investment network of Credit Suisse. Based on your investment strategy and our structured and reliable investment process, these experts take advantage of short- to long-term market openings, and are therefore in a position to seize any investment opportunities that present themselves. At the same time, they constantly review the investments and optimize your assets with regard to risk and return. Independent risk management ensures that your portfolio is in line with your investment strategy at all times and that the investment guidelines are complied with.
You retain control over your investments at all times thanks to regular and detailed reports as well as the annual discussion with your client advisor.
Asset management provides no guarantee of positive returns
No guaranteed returns
The returns depend on the selected asset classes and correct market assessment by the bank or portfolio manager
Risks of individual investment instruments
You will find information on the risks related to individual investment instruments in the respective product documents
Service components of Credit Suisse Invest Mandate
|Support and Interaction|
|✓||Strategic review and outlook meeting [1 x per year]|
|✓||Sophisticated advisory process|
|✓||Financial planning at a preferential price|
|Monitoring and Reporting|
|✓||Portfolio constantly monitored and optimized by portfolio manager|
|✓||Standard Investment Report: Comprehensive information about all investments and their development [4 x per year]|
|✓||Online overview of the performance of your investments (choice of different time horizons)|
|✓||Tax statement included|
|Ideas and Services|
|Investment Ideas, Trends, and Market Developments|
|✓||Publications: “Mandates Quarterly”|
|✓||Swift response to market opportunities by a global team of investment experts|
|✓||Chief Investment Officer video and audio webcast on market developments|
|✓||Event-based telephone conferences|
|✓||Invitations to exclusive investment-related events|
|Online Offering & Safekeeping Account Management|
|✓||Comprehensive and secure online banking: Overview of all your assets|
|✓||Interest, dividends, redemptions, or maturities are promptly credited to your account|
|Pricing and transparenc|
|✓||Simple and transparent pricing|
|✓||Access to retrocession-free investment funds|