VIAC’s service includes the following simplified services:
- We maintain a globally diversified portfolio for each investment strategy, selecting the best and most cost-effective index funds and ETFs.
- With our automated rebalancing mechanism, we monitor your portfolio on an ongoing basis and track the weightings of your investments to your target weighting on a monthly basis if necessary. In other words, if the weighting of an index investment has increased by more than 2% (e.g. due to price gains), the profit is realized and the weighting is reduced to the target weighting. On the other hand, if the weighting of an index investment has fallen by more than 2% (e.g. due to price losses), it is bought back at the lower price and the weighting is increased to the target weighting. We do not charge any additional costs for these transactions.
- As soon as you have made a deposit or one of the investments has paid a dividend, we invest this money in your investment strategy without your intervention and without any additional costs.
- In the VIAC App we will show you at any time the development of your pension assets and inform you about the remaining deposit capacity of the current tax period. This way you always have an overview of your pension assets.