Portfolio returns Q1 2023


The latest return comparisons for investment portfolios as of the end of March 2023 are available. The benchmark data helps to transparently assess the performance of your banks and asset managers.

Chart: Returns of investment portfolios in Swiss francs

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About the analysis

ZWEI Wealth analyzes the results achieved by banks and asset managers on a quarterly basis. The analysis covers 114 institutions with a total of 378 portfolio types (varies depending on the risk category and currency). The return figures basically correspond to a net value according to the GIPS standard. Log-in for access to more information and analysis - free log-in