Portfolio Health Check

We invite you to carry out an independent analysis of your assets. Your existing investment portfolio is rigorously checked in a critical reality test as part of the TWM Portfolio Check.

Your portfolio will be examined in particular with regard to the following criteria:

  • Your plan: Return targets, risk tolerance, time horizon, liquidity requirements, legal/regulatory aspects, taxes, individual circumstances – Every investment decision has its history and must be understood holistically in its structure.
  • Investment strategy: One of the most important factors driving investment performance (approx. 70%) is the strategic asset allocation. The strategic asset allocation should be reviewed and adjusted regularly and must be in line with risk capacity and willingness as well as individual Needs.
  • Diversification: Investment portfolios are often very strongly biased to specific sectors, regions or individual securities without an investor realising it. Over time, such cluster risks can lead to unexpectedly high losses and considerable opportunity costs.
  • Selection of investment instruments: Investments in passive, cost-effective financial products are at one end of the product spectrum and truly actively managed products with high potential for excess returns at the other. Our portfolio check helps you to respond to the challenges of the new investment world with low interest rates and increased volatility and to optimize the risk-return profile of your portfolio.
  • Selling of in-house products: The accusation of “selling own investment products” by the banks weighs heavily. We conduct a thorough analysis of in-house investment products and examine them for management, strategy, return, risk and costs.
  • Cost discipline: Investing expensively is one of the biggest mistakes investors can make – because costs decrease returns, no matter what happens in the markets. We check whether an investment strategy is implemented cost-efficiently and uncover hidden costs.

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