What is the free portfolio audit offered by easyest?

easyvest provides free portfolio audits allowing you to take an objective look at your current wealth management.

Our short report takes the form of an intuitive infographic presenting 4 elements: the allocation, the risk, the fees and the performance of your portfolio.

To perform the audit, we use the information mentioned on a recent portfolio statement of your bank that you will have provided. We feed these data to our audit model that will:

• determine your actual asset allocation, looking down to the holdings of the mutual funds that you might hold,
• calculate the risk you take, assessing your value at risk with a 98% confidence interval,
• calculate the actual fees you pay, including fees paid to funds and sub-funds in your portfolio and,
• simulate the historical performance of your portfolio over the last 5 years, based on its current composition.

We then compare your portfolio to a similar portfolio at easyvest.

Throughout this all process we ensure the confidentiality of the personal information you share with us.