Hi assemplyrequired, thanks for your follow-up. Of course there is no simple answer like “x% of US exposure is scientifically proven to be appropriate”.
Our suggested investment mix depends on the answers each client provides in the risk assessment questionnaire. Try it out or see our sample portfolio on our website. However, for an investor (Pillar 3a and/or Discretionary Asset Management) whose future financial needs and expenses are expected to be primarily in Swiss francs, some optimization is appropriate. This is built into our sample portfolio strategies. But again, it’s easy to make individual changes using the sliders should the client wish to do so.