How does portfolio management work at VZ?

Our partnership is based on a written mandate containing all the important information, from the investment strategy and bandwidths, through to individual requirements and framework conditions for managing your portfolio.

At VZ, we primarily invest in cost-effective institutional index funds with the aim of generating market returns. Depending on the investment strategy or for specific investment themes, we can also use actively managed funds; here we focus specifically on the cost to return opportunities ratio. 

The individual portfolios are tactically managed primarily using an anticyclical bandwidth rebalancing process. Compared with periodic rebalancing or a buy-and-hold strategy, this anticyclical approach has a positive impact on the value of the portfolio over the long term.

Costs and reporting

We offer a flat fee for our portfolio management service, which covers portfolio management, securities account management fees and transaction costs. 

Our customers value our professional, clear and transparent reporting. We can visit you or you can come to one of our branches for periodic meetings.