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Intelligent investing explained in depth for the curios.

What is the intelligent regular withdrawal? | Finax.eu
27. March 2020

What is the intelligent regular withdrawal?

The goal of investing is to secure income and to maintain or even improve the standard of living after the end of the investor's active career. Finax also has the post-asset building phase in mind and offers a unique solution for clients, who want to enjoy their acquired assets. Intelligent regular withdrawal is a payout portfolio. What does it look like and why is it ideal solution for your pension?

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7. February 2020

How Does Finax Model the Historical Development of Its Portfolios?

Finax often uses the long-term historical development of its portfolios. It is always a modelled development, and in this article, we will explain why we work with modelled performances, reveal in detail, how we achieve them, what methodology we use, and what is their bases.

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18. November 2019

How Does the Intelligent Annuity Work?

Introducing the most anticipated Finax innovation of 2019! Our regular withdrawal plan lets you enjoy the fruits of your hard-earned savings over the years. Discover the process of opening a withdrawal account and setting it up correctly.

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6. November 2019

How are your assets protected in Finax?

Safety of assets is always a priority. It plays an important role when assessing the quality of investment. Find out how we keep your money secure and what we do in order to protect your savings that you plan to invest with Finax.

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8. October 2019

What Is a Robo-Advisor?

How does it function? What algorithms does it use? Set up your Finax account correctly to avoid future inconveniences.

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21. August 2018

How Do We Choose Our ETFs?

You have probably noticed that Finax Intelligent Investing portfolios represent various mixtures of ten ETFs, with the precise allocation depending on the level of risk the client is willing and able to handle. How did we choose the specific securities and arrive at the final portfolio composition you can see in your accounts?

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29. March 2018

Why Do We Rebalance Our Portfolios?

Finax was among the first players who introduced automated regular rebalancing to the Central-European markets. What does this term mean, and how can it benefit your investment?

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