Invest sustainably with ETFs at True Wealth

Thanks to new ETFs, True Wealth investors can invest in a more environmentally friendly and socially responsible way without active management. Automatically, as you would expect from the pioneer of the Swiss fintech sector.

Zurich, October 1, 2018

The investment universe

True Wealth invests all of its clients' money in exchange-traded index funds (ETFs). The sustainable portfolios are invested in ETFs that track sustainable indices, such as the SRI indices of the provider MSCI. MSCI produces a ranking of environmental, social and governance (ESG) issues and uses this to compile indices for equities and bonds. The Socially Responsible Investing indices (SRI) only include the most sustainable 25 percent of all companies in each sector.

The portfolio construction

True Wealth is the first asset manager to offer online asset management with sustainable ETFs. As with traditional investments, True Wealth uses an online assessment to classify its clients according to their risk capacity and suggests a diversified investment mix. Customers can adjust this mix themselves. There are no transaction fees for clients. They are included with a low asset management fee of 0.5 percent. This applies not only to individual adjustments and regular rebalancing, but also to switching from a traditional to a sustainable investment universe.

About True Wealth

The Swiss fintech company True Wealth was founded in 2013 by physicist and portfolio manager Felix Niederer and e-commerce entrepreneur Oliver Herren with the aim of offering user-friendly and transparent wealth management entirely online. True Wealth also offers this service to B2B partners as software-as-a-service. And serves end customers directly on truewealth.ch. True Wealth has been managing more than CHF 100 million for its clients on its own platform since December 2017.