Need a hand?

Just pop your question below to get an answer.

Robo-Advisor model portfolios

A model portfolio is a collection of exchange-traded funds (ETFs) curated by Robo-Advisor based on a predefined investment strategy.

Each ETF in the model portfolio has its own weight, which is automatically adjusted during a rebalancing process once weights drift from initial targets.

Robo-Advisor instruments selection

The selection process includes:

  • Asset classes
  • Expected return
  • Geographies
  • Risk
  • Sectors
  • Diversification benefits of the individual instruments