Help center

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 change in asset allocation is important because it allows us to manage risk in different economic environments.


To learn more about our investment methodology, visit: Note that it only automatically re-optimises your portfolio if you give us permission to do this. Otherwise, we will ask for your permission to re-optimise in the case that there is a major economic change that necessitates re-optimisation.

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

Can’t find what you’re looking for?

Contact Support