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, made up of investment experts, reviews all the ETFs we use twice a year and replaces them if better or more cost-effective alternatives become available on the market. 

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