Investplan: An investment plan for my finances
What is InvestPlan?
Investplan is a unique investment tool that we use to provide investment advice to our clients. With the new Investplan service, your banker can model a suitable portfolio for you and provide you with regular investment recommendations.
Monitoring your investments
We monitor portfolio risk
In your investment portfolio, we calculate a maximum potential loss with a statistical probability of 99% over a three-month period.
We monitor the suitability of the portfolio
We look at which products are suitable for you within your portfolio based on your risk profile and your risk tolerance from the investment questionnaire.
We design the ideal portfolio for you
Thanks to a highly sophisticated model for servicing your portfolio, we implement and optimise the investment plan and its allocation into core product groups.
We monitor product complexity and concentration
We monitor your portfolio's product complexity, as well as product concentration for individual groups of issuers.