Page 19 - ASSET MANAGER 10 (EN)

INVESTORY • 19
SUMMARY
INVESTORY is the only Swiss investment portal
that combines all three advantages:
The investor is always directly invested, never pays twice for administration and can exercise property rights at a general meeting.
The investor can flexibly choose the custodian bank best suited to his or her needs, and at the same time, the investor is sure that the creditworthiness of the bank is regularly reviewed.
Competition leads to a natural selection of good investment strategies. The key figures and decision-making principles are made available to the investor inde- pendently and neutrally.
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'THE ONLY INVESTMENT PORTAL THAT COMBINES THREE ADVANTAGES.'
transactions, tax assessment, reporting, personal atten- tion, and ultimately, the terms and conditions.
INVESTORY offers its investors five custodian banks, as follows: Strateo Bank, Cornertrader, Bank zweiplus, Zug Kantonalbank and VP Bank. From broker to state bank to private banking bank, the optimal solution for every type of investor is present. However, INVESTORY places the highest priority on creditworthiness and regularly moni- tors the balance sheet ratios of these custodian banks, es- pecially the core capital Tier 1 ratio. (http://bit.ly/Magazin9 on page 20).
3. STRATEGY COMPETITION
Many asset managers now offer their specific invest- ment platforms. The existing business model for as- set management is simply uploaded to the website 1:1. However, the asset manager is still behind the offer. Therefore, this offer is limited to his or her asset manage- ment, and thus, investment policy. Such platforms often lack the key facts and real historical key figures for strat- egies. Instead, potential customers are blinded by elab-
orate presentations, spreadsheets, scenarios, fictitious numbers (backtesting), and beautiful promises. The more extensive and complex the presentation, the more tech- nical terms are used; the more complex the presented investment strategy, the greater the risk, and thus, the higher the danger of a bad investment. Such investment strategies are not only complicated and opaque, but also not subject to real competition.
In contrast to the scenario outlined above, the competi- tion by different investment strategies from different finan- cial experts on INVESTORY automatically leads to worse strategies abandoning the platform independently.. Of the almost 70 investment strategies that have been launched since 2014, just under 20 are available for investment to- day, the essence of the best. On INVESTORY, all the deci- sion-making principles, facts and key figures for an invest- ment strategy are summarsed on one page in a clear and comprehensible way for everyone.
INVESTORY demonstrably helps successful financial ex- perts who have proven their skills with their own real-world custody account in black and white and have earned new investors. Return alone is not decisive for the assessment; instead, it is how much return was achieved per risk unit.