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 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 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.