True Wealth Aims To Provide Better Transparency For ETFs
True Wealth is offering its clients a new feature that aims to bring more transparency to ETFs. With the «ETF Lookthrough» tool, users can see which individual securities are held in exchange-traded funds and index funds, along with their weightings. This will make it easier for clients to identify overlaps and risks caused by over-weighting of individual securities.
The new feature allows users to instantly view the individual securities, such as stocks and bonds, held in their portfolio, and with just a few clicks, they can display and search through them, according to a statement released on Thursday. ETF Lookthrough is also available in the free virtual trial portfolios.
«Trust and transparency are crucial for our clients. With this new feature, we are providing them with a tool to better understand the composition of their portfolio,» explained Felix Niederer, CEO of True Wealth.
The asset management platform was founded in 2013. According to the company, the assets under management for its approximately 25'000 clients amount to 1,5 billion francs.








