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What is re-optimisation?

The basis of our investment strategy is to build portfolios with particular asset allocations that are optimal for 4 different economic cycles. When our investment team identifies and signals a change in the economic cycle, our technology will automatically re-optimise all portfolios' asset allocations. 

To learn more about our investment methodology here: ERAA.

You have the option to opt-out of auto re-optimisation. If you were opt-in, we will re-optimise your portfolio(s) automatically and inform you via email after. Otherwise, we will send you a recommendation to re-optimise and you can choose whether to follow our recommendation or not.

Were you looking for rebalancing instead? Click here for Rebalancing.

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