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Matthieu Remy

Matthieu Remy

25 Mar 2022
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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.

Free portfolio audits - Infography


Last updated on 25/03/2022

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Easyvest is a brand of EASYVEST NV/SA, with company number 0631.809.696, authorized and regulated by the Belgian Authority for Financial Services and Markets (FSMA) as a portfolio management company and as a broker in insurances, with registered office at Rue de Praetere 2/4, 1000 Brussels, Belgium. Copyright 2024 EASYVEST NV/SA. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in loss.