How exactly does findependent monitor my investment solution? (Rebalancing)

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We always keep an eye on your investment solution, so you don’t have to.

  • Weekly & Automatic: Every week, our system checks if the weighting of your asset classes (e.g. stocks or bonds) is still on track. If it deviates too much from the plan, we automatically rebalance it. This ensures that your risk level always matches your profile.
  • Bi-annually & Personal: Our investment committee of investment experts reviews all ETFs used twice a year and recommends replacing them if there are better or cheaper alternatives on the market. 

This is how we ensure your investment solution is always optimally configured for you.