Portfolio Health Logic Updates

Modified on Wed, 10 Jan at 11:23 AM

Main issue with the current exit criteria


1. Staggered exits do not create closure - “I just completed my audit last week, why has the portfolio become unhealthy again”

2, Not easy to explain partial exits - “Why can’t you take a stance on neutral funds as an advisor? Should I hold it or not.”



What are the existing exit conditions?

1. Staggered exit for neutral funds

2. Small holding exits (<2% of total portfolio)

3. High-concentration penalisation

4. No exits for recommended funds or top-ranked funds from recommended categories


What are the new exit conditions?


1. Exits only from non-recommended funds

2. Small holding exits (<2% of total portfolio)

3. No exits for recommended funds or top-ranked funds from recommended categories


What’s coming up next?


1. 1:1 fund replacement when reinvesting

2. Primarily focusing on portfolio clutter

3. Notifications for customer to do their portfolio health check


FAQs


Q: Will the external portfolio have similar exit rules?

Yes, the external portfolio also will respect the same exit rules.


Q: Can customers continue to modify exit recommendations?

Yes, this will continue to remain available.


Q: Are we informing customers about this change?

No, as this is internal and nuanced. Once we make changes to our reinvestment recommendation we will send out a combined communication. 




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