Here’s how it works: Select 2nd and 3rd pillar investment solutions, perform a risk check and establish your investor profile. Select an investment category, compare the investment products, create a virtual portfolio and save it. You can log back in at any time and see how your virtual portfolio would have performed over time relative to the benchmark index.
Why Prefex? It’s the only neutral platform for 2nd and 3rd pillar investment products that provides objective comparative data on performance and costs. Transparent and free of charge.
Link to Prefex
Here, private and institutional investors can compare and contrast different investment products and play through investment scenarios. To this end, they create virtual portfolios that fit both their investor profile and financial opportunities and compare them with benchmark indices.
The virtual portfolios can be saved and monitored over an extended period of time. In particular, the offering includes institutional tranches of collective investments. These investment products are usually reserved for institutional investors.
Prefex regularly publishes topical articles about the Swiss pension market, reports about political initiatives and new regulatory measures, and viewpoints on relevant pension-related issues. The content is always neutral, independent and up-to-date in order to provide visitors with the best-possible basis for making decisions about actively shaping their personal pension provision.
Prefex publishes comprehensive product comparisons of all major providers of various Swiss pension products such as 3a accounts, vested benefit accounts and life insurance policies and tracks their performance. So you, too, can rest assured that you’re always focusing on the best offers.