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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 the given economic cycle. We have identified four separate economic cycles. When our investment team identifies and signals a change in economic cycle, our technology will automatically re-optimise all portfolios' asset allocations. 

This means that your portfolio(s) may now contain existing ETFs with a different weightage and new ETFs. This change in asset allocation is important because it allows us to manage risk in different economic environments.

Note that you have the option to opt out of auto re-optimisation. If you 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.

You may learn more about our investment methodology here.

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