Investment Controlling

Control of your investment portfolio

Due to market movements the values of the various portfolio assets change over time. As a consequence, the weights of the initially defined asset allocation changes and may no longer reflect the investors individual risk profile. In order to keep the asset allocation within the defined bandwidths of your investment policy statement, assets which have become expensive need to be sold and assets that are cheap will be bought. This active controlling mechanism lowers the overall risk of your portfolio while maximising return.

Rule-based rebalancing

In contrast to a simple buy-and-hold strategy, rebalancing restores the weights of the various portfolio assets to their original values. The rebalancing mechanism kicks in when one or more asset weights fall below or rise above a certain level. Consequently implemented, this approach has the advantage of buying/selling against the prevailing trend and psychological factors are completely eliminated.


To further improve the rebalancing mechanism, purchases can be made with liquidity from regular payments into your account. To lower transaction costs, asset weights can therefore be increased without selling other assets.


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