Strategy Planner

Choose an investment concept

Understand common investment concepts and model them with your own figures.

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Core-Satellite

A broad core complemented by a few focus areas of your choice.

Example split (not a recommendation)

Core: broad world index (e.g. MSCI World or MSCI ACWI)75 %
Satellites: regions, factors or themes of your choice25 %

Investors who want to add their own focus areas to a broad core

70/30 World/EM

Combine developed and emerging markets in a fixed ratio.

Example split (not a recommendation)

Developed markets (e.g. MSCI World)70 %
Emerging markets (e.g. MSCI Emerging Markets)30 %

Investors who want a simple, broadly diversified approach

Income & Dividends

Equities with high or regularly rising distributions.

Example split (not a recommendation)

Dividend-focused equity index (high or rising dividends)100 %

Investors who prefer regular distributions and accept concentration

Sustainable Growth

Invest broadly while applying exclusion or sustainability criteria.

Example split (not a recommendation)

Broad index with ESG criteria (e.g. ESG Screened, SRI or Paris-aligned)100 %

Investors to whom certain exclusions or sustainability goals matter

The strategy planner explains common investment concepts using an example split. It is not investment advice, recommends no products and states no expected return. Whether a concept suits you depends on your financial situation, goals and capacity to bear risk.